Private Broker

SUMMARY:
Private Broker

POSITION INFO:

Do you have Personal Lines experience within the Short-Term insurance industry? Looking
to grow your career? Read on!

Our client is hiring a Private Broker; this is a hybrid role working both virtually and
from our office in Cape Town.

The role of a private broker is to manage, oversee, grow and administer a portfolio of high-
net-worth clients in line with the MOS and servicing and growth strategies.

What the day will look like:
• Responsible for a portfolio of client accounts.

• Developing and leading and improving the day-to-day relationship with clients.

• Manages and co-ordinates all activities related to the portfolio of clients.

• Building and updating a ‘client profile’ of risks and needs analysis per client.

• Responsible for all renewal activities, including preparation of renewal documents,
renewal notifications renewal meetings with clients as well as cancellation letters.

• Responsibility for and ownership of tasks and problems relating to clients.

• Providing professional and accurate advice to clients, including information is in
respect of cover, exclusions, underwriting requirements and terms and conditions.

• Generating referrals from clients through excellent service, accurate advice and
knowledge of insurance.

• Liaises and develops relationships with colleagues across the business and other
key role players in the High-Net-worth environment.

• Increases cross sell opportunity at all times.

Skills and experience:

Qualifications.
• Grade 12 (matric).
• A Bachelor’s degree is preferable.

• Registration as a representative with the FSCA in terms of the FAIS Act.
• Registration as an associate with the IISA.

Knowledge.
• Digital literacy with sophisticated experience in MS Word and Excel.

• A well-developed working knowledge of relevant product offerings in the short-term
insurance industry.

• Know-how in respect of compliance and quality control in the insurance
environment.

• An excellent functional knowledge of policy wordings.

• Knowledge enabling the incumbent to expertly articulate Aon’s proposition
Skills and Attributes.

• Well-developed analytical and technical and problem-solving skills.

• Well-developed written and verbal communication skills.

• Good interpersonal skills

Experience.
• Have a minimum of 5 to 10 years’ experience with personal lines'' insurance.

• Have significant experience in the short-term insurance industry.

• Have extensive experience with high-net-worth clients in the short-term insurance
industry.