Senior Commercial Broker | Sandton
In alignment with these employment equity goals, preference will be given to applicants from designated groups, and people with disabilities are highly encouraged to apply.
Key Responsibilities:
- Client Engagement: Conduct face-to-face client meetings and arrange on-site client appointments.
- Client Service: Handle client queries , provide consistent feedback to clients , and manage client retention.
- Portfolio & Risk Management: Handle new applications and quotations , manage underwriting, and oversee client renewals.
- System & Record Management: Maintain the MyPractice system , record accurate details on relevant systems , and manage detailed administrative documentation and records.
- Compliance: Ensure full FAIS compliance across all processes.
- Relationship Building: Build and maintain excellent working relationships with clients, internal stakeholders , and insurers , effectively bridging the gap between the office and insurance companies.
- Operations: Consistently maintain service level agreement deadlines and handle regular reporting.
- Product Knowledge: Demonstrate a thorough understanding of policy wordings and various industry products.
- Experience: No less than 7 to 10 years of relevant work experience as an Insure Adviser.
- Qualifications: Completed NQF Level 4 or 5 qualification in Short Term Insurance.
- Certifications: Successfully completed the Regulatory Examination RE5 (Representative).
- Regulatory Compliance: DOFA confirmation from the FSCA alongside fit and proper product-specific training.
- Computer Literacy: Fully computer literate in Microsoft Office 365 (Word, Excel, and Outlook).
- Core Values: High integrity , empathy , responsibility , and a resilient attitude.
- Work Ethic: Strong work ethic with the capability to perform under high volumes of pressure.
- Collaboration: Ability to operate completely independently as well as within a team enviroment.
- Communication & Negotiation: Good verbal and written communication skills paired with strong negotiation skills.
- Organization: Meticulous attention to detail , good administration skills , excellent planning and organizing abilities , and strong time management.
- Problem Solving: Strong analytical and problem-solving skills.
- Client Focus: Highly client-focused with exceptional interpersonal and customer service skills.
Application Instruction: Send your application to info@recruitmentcouncil.co.za