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  • Posted: Nov 21, 2019
    Deadline: Not specified
  • Alexander Forbes is a leading provider of financial, risk and insurance and multi-manager investment solutions internationally. The primary operations are based in South Africa and the United Kingdom. A significant network of subsidiaries and partners ensures we provide an outstanding level of service to our customers internationally. Alexander Forbes’...
    Read more about this company

    Broker Service Consultant


    • Matric/Grade 12
    • Regulatory exams accredited FAIS requirements, RE1 and 5 ( Nice to have but not a requirement)
    • Full qualification – Commercial and or Personal Insurance NQF Level 5 or relevant qualification in field
    • 2 years servicing experience – in short term insurance or financial industry , personal and or commercial insurance
    • 2 year experience – dealing with brokers

    Job Specification...
    Key performance areas

    • Maintaining Key Relationships with brokers and staff.
    • Maintain telephonic and e-mail communication with brokers.
    • Offer product and process information to brokers and their staff.
    • Offer telephonic and e-mail product and procedure support.
    • Ensure that amendments to policies are appropriate to existing portfolio.
    • Handle broker queries within SLA’s
    • Market new products to brokers.
    • Market AF Retail Products to brokers and introduce BC’s to sign-up appropriate AF Contracts.
    • Monitor broker activities through, audits, client feedback.
    • Identify trends and market related issues and relay these to the Executive and Manager.
    • Offer suggestion on how remain competitive in these markets.
    • Attend weekly and monthly meetings.
    • Manage productivity related to key areas within the branch
    • Build relationship with new brokers and introducing other AF Products
    • Identify opportunities for engagement new broker

    Method of Application

    Interested and qualified? Go to Alexander Forbes on to apply
  • Send your application

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