ABOUT THE ROLE:
A well-established and reputable insurance broker based in Johannesburg is looking for a corporate non-life
insurance professional who is experienced in providing an effective insurance broking and portfolio management
service to a range of corporate clients. With support of Technical Brokers and Claims Technicians, your knowledge
and expertise, your efforts would contribute towards strengthening and growing the brand to further heights.
ABOUT THE COMPANY:
You will be joining a dynamic and growing insurance brokerage delivering tailored insurance and risk solutions to
corporate and commercial clients. With an experienced leadership team, the business combines deep technical
expertise with a personal, relationship-driven approach. As it continues to expand its corporate presence, this role
offers an experienced professional the opportunity to contribute to business growth, work across complex and
specialist risks, and help advance strategic priorities. Potential career progression includes heading up a team and
joining the management committee, making this an attractive opportunity for a professional seeking both impact
and longer-term leadership prospects.
KEY OBJECTIVES:
Financial Management:
• Budget - meets or exceeds organic and new business budget
• Ensures invoices are raised correctly and within the given timeframe
• Ensures premiums are collected within the given timeframes
Business Development:
• New business opportunities - canvasses new potential clients and actively develops customer client-base
• New business proposals - obtains and finalises quotes and terms with underwriters, compiles and presents
new business presentation to clients
• Cross-selling opportunities - maximises opportunities where possible
• Specifically focus on creating opportunities within the renewable energy sector and other specialist classes
of insurance.
Relationships:
• Clients – Liaise, meet, develop and strengthen relationships with clients
• Insurers – develop, strengthen and maintain relationships with the insurance market
• Colleagues - develops and maintains relationships with colleagues
Compliance:
• Service Level Agreement - ensures these are in place where broking income exceeds R200 000 Excluding VAT
per annum
• Brand management, alignment and awareness
• Adherence to HFS Business Risk Solutions Minimum Operating Standards
• Statutory and Company Regulations - complies with all statutory and company regulations to protect clients
and the businesses interests
People, Learning & Growth:
• Market place, product and regulatory knowledge - acquire and maintain competence levels as appropriate
to the role and ensure direct reports are similarly equipped
• Ability to manage own performance in order to meet deadlines, targets and client expectations
• Actively transfer skills and knowledge by mentoring, coaching and training
COMPETENCIES:
Technical broking:
• Clear understanding of the renewal cycle
• Ensure that the renewal cycle is commenced within specified timelines
• Assist Technical Broker in collating the renewal information and declaration document
• Prepare and present the Pre Renewal Presentation to the client
• Prepare and present the Renewal Presentation to the client
• Prepare and send the Executive Summary to the client.
• Ensure policy documentation is provided to the client within the FSCA timelines
• Arrange meetings with clients in line with agreed servicing plan
• Arrange underwriting surveys and regularly follow up on risk improvement requirements and
recommendations
• Strengthen internal communication between underwriting and claims teams
• Strengthen relationship with clients through entertainment avenues
• Meet and negotiate contentious claims and policy coverage with insurers
• Manage credit control and be proactive in following up on outstanding premiums
Technical claims:
• Claims process - knowledge and understanding
• Arrange regular internal meetings with Claims Technicians to stay abreast of outstanding claims
• Possess knowledge and an understanding of complex product features, benefits, exclusions, warranties
• Assist Claims Technicians with complex and contentious claims which requires a depth of technical
knowledge of the policy cover
• Provide clients with monthly claims reports and arrange claims meeting with clients as per servicing plan
Other:
• Conversant with all classes of risk
• Understanding of applicable policy wordings
• Knowledge of the local and international market
• Finance skills - able to read an income statement
• Knowledge and understanding of the Legislative environment that governs our industry
• Specialist classes of insurance - knowledge and understanding
• Computer skills – MS Office
Behavioural:
• Managing others: Technical credibility, problem-solving, accountability, responsibility, decisiveness,
delegation, supporting
• Managing self: self-motivation, ability to effectively manage time and work under pressure to meet
deadlines, good communication