1 day ago

Private Broker

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Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Own and grow a portfolio of high net worth clients by managing day-to-day relationships, maintaining client risk/needs profiles, and driving renewals. Provide accurate insurance advice on cover, exclusions, underwriting requirements, and policy wordings; negotiate terms and rates with insurers. Handle policy documentation, premium collection, and client accounting queries, while coordinating with claims and contributing to cross-sell and business development efforts.

Location: Johannesburg

Workplace: Hybrid

Employment Type: Full time

Job Function: Communications, PR & Community

Seniority: Mid level

Key Responsibilities

•Manage and enhance day-to-day relationships for a portfolio of high net worth client accounts.
•Build and update client risk and needs profiles, and coordinate all portfolio activities.
•Lead renewal activities, including renewal documents, notifications, renewal meetings, and cancellation letters.
•Provide accurate insurance advice (cover, exclusions, underwriting requirements, and policy terms) and negotiate cover and rates with insurers.
•Process policy documentation and handle premium collection, client accounting queries, refund requisitions, and first notification of loss support.

Key Requirements

•Grade 12 (matric).
•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, and successfully completed the Regulatory Examination (RE5).
•Minimum 5 to 10 years’ experience with personal lines’ insurance and high net worth clients in the short-term insurance industry.

Experience:5-10 yearsPersonal lines insuranceShort-term insuranceHigh net worth clients

Education:High School

Skills:AnalyticalProblem-solvingWritten communicationVerbal communicationInterpersonal skills

Licenses:FSCA FAIS representative registrationIISA associate registration

Certifications:RE5Regulatory Examination (RE5)

Languages:English

Tech Stack:MS WordExcelE-mail calendar

Company Brief

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Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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