Join our team of Brokers

Role Purpose:
 

• Ensure new business targets are met by generating leads and securing new business
• Ensure retention targets are met
• Strive to achieve the agreed income budget for book of business
• Ensure and contribute to minimisation of expenses
• Support and further the growth strategy of the group

• Ensure that all stakeholder (e.g. clients, underwriters, insurers) communication is accurate, timeous, professional and relevant
• Build and maintain mutually beneficial relationships with internal and external stakeholders
• Ensure and contribute to achieving and exceeding own and company required client satisfaction targets by delivering an excellent client service experience

• Provide professional and tailored insurance advice to clients that adhere to the company's quality standard and broader regulatory frameworks and keep a detailed and accurate record of advice
• Apply expert business knowledge to understand the client's operations and compile a risk profile of the client's business
• Perform a comprehensive analysis of the client's current portfolio and analyse current cover
• Provide advice on the need to obtain updated valuations on all assets
• To provide timely professional service when obtaining quotes and conducting market exercises and comparative analysis
• Compile and deliver presentations of services that adequately address and mitigate risks and add value to the client's portfolio
• Provide support and advice throughout the claims process until finalisation
• Act as liaison between client and insurer to facilitate the transfer of documents and information
• Follow and ensure adherence to underwriting processes for new business, endorsements, cancellations, etc.
• Engage in clear, complete, and timely communication regarding underwriting support required from the underwriting support team
• Remain informed regarding movements on client portfolio and act proactively to solve any issues or problems
• Action age analysis to ensure the continued cover
• Accurate and timeous recording keeping
• Adhere to company mandates, policies, and procedures
• Report any suspected fraud, misrepresentation, and/or dishonesty
• Keep an accurate record of own activities

• Live the RBS Way
• Ensure continuous professional and self-development
• Keep abreast of features, benefits, and ratings of insurance products available on the market
• Share information and knowledge with the team

• Matric or equivalent
• RE5
• FAIS Compliant (credits and/or full qualification)
• Computer Literate
• Excellent communication skills (verbal and written)

• A minimum of 8 years' experience as a Commercial Short Term Insurance Broker