Internal Broker Consultant - Bloem at Hollard Insurance

Job Purpose

• Support to Broker Consultants in processing all sales transactions assigned, within the set standards required by the company thus contributing to the productivity of the area
• Assist the Broker Consultant to develop and maintain effective business relationships with brokers in order to attract develop and retain profitable business.
• Enhance the image of the company through the continuous delivery of efficient and effective customer service.

Key responsibilities:

• Sales and Marketing: Assist the Broker Consultant to sell Hollard products to brokers and/or agents using consultative selling techniques. Contribute to effective marketing of the Company products by answering questions, resolve problems on topics such as policy status, billing, etc, and explaining new or revised products and processes.
• Account Management: Support Broker Consultants to meet goals for volume and value of quality new business quoted and written within company guidelines, by managing all accredited brokers, process all quotes assigned, update quote register, all quotes to be sent to Broker Consultant who in turn will forward to Broker, complete the new business worklist and responsible for follow up, ensure all renewals are processed for preparation to negotiate with brokers – Broker Consultant responsible for final sign off, processing and following up all declaration letters, assist with follow up and confirmation of surveys and ensure Risk Recommendations are followed up – diary system to be used for this, prepare all new business closings prior to handing over to underwriting for processing, answering of Broker Consultant’s telephone in their absence. Assist with servicing, growing and maintaining renewal policies. Confirm rating and cover on endorsements requested. Assist in ensuring that all premiums are received and up to date on all accounts in portfolio. In collaboration with credit control review and discuss all outstanding premiums and arrears with Brokers on a monthly basis.
• Risk Management: Credit control procedures, loss ratios, broker/agent agreements, ensure compliance with rating, underwriting principles and reinsurance.
• Underwriting/Risk Analysis: Analyse qualitative and quantitative data prepared by brokers to provide approval for risk selection and acceptance, coverage and price. Recommend creative alternatives in regard to rating plans, coverage and payment plans. Ensure reinsurance is in place where applicable. Ensure reinsurance is in place where applicable.
• Relationship Management: Interact frequently with brokers and/or agents and focus on service delivery.

Required Knowledge and Experience    
Required Experience

• 3-5 years’ related short term insurance experience

Required Knowledge and Skills

• Good communication skills (including writing and presentation skills)
• Negotiation skills (internal & external)
• Relationship management skills (have the right approach with the right people)
• Analysis and interpretation of data pertaining to assigned books, reports and market conditions

Educational Requirements    

• Matric
• NQF 4 Insurance qualification or equivalent advantageous
• RE advantageous

Deadline:7th February,2026