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Currently 1 Vacancy


JOB DESCRIPTION – Broker Consultant – KZN Umhlanga

Key Performance Areas:

The Broker consultant must:

  • Develop and maintain good relationships with new and existing brokers through visits and feedback at agreed intervals to ensure high service levels
  • Establish the broker’s needs and ensure that these needs are met as far as possible and that all problems if any are resolved timeously
  • Sourcing and on boarding of new brokers within the delegated area
  • Monthly visitation reporting on Grail and ABC Report
  • GPS petrol log submissions on a weekly basis
  • Accurate GPS reporting - exact plotting point of visits
  • Effective time management and planning of visits (office bound on Fridays and for Renewals)
  • Manage and mentor staff
  • Build brand awareness
  • Drive product communication / Awareness
  • Provide management information
  • Technical training of and on-going product support to brokers
  • Keeping up-to-date with competitor product and service offering and industry developments
  • Technical quoting preparation / discussion with brokers
  • Monthly renewal preparation/ discussion with brokers
  • Corrective action preparation/ discussion with brokers
  • Assisting with quotations for book transfers

 The Broker Consultant must develop and maintain the following competencies: 

  • Strong business acumen
  • People management skills
  • Strong financial acumen
  • Strategic thinking
  • Planning & organizing skills
  • Executive disposition
  • Good organizational skills
  • Leadership skills
  • Strong time management skills


  • Own reliable and insured transport and driver’s license

Candidate Requirements:

Education: (not negotiable)

  • Matric
  • 5-10 years working experience in the insurance industry and knowledge of underwriting processes
  • 3 years Broker Consulting experience will be advantageous
  • Short-term Insurance qualifications
  • RE 1
  • FAIS compliant
  • Fluency in English and Afrikaans
  • Computer Literacy (MS Word, Outlook and Excel)


  • Annual CTC package inclusive of a performance-based bonus: Negotiable
  • Travel allowance (GPS electronic log book provided)
  • Use of company cell phone for business calls
  • Reimbursement of petrol expenses
  • Pension scheme and Group life insurance

To apply please email your CV to This email address is being protected from spambots. You need JavaScript enabled to view it.