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Broker - Malpractice and PI

Job in Pretoria, 0002, South Africa
Listing for: Energy at Work Projects
Full Time position
Listed on 2026-02-07
Job specializations:
  • Insurance
    Health Insurance, Insurance Agent
Job Description & How to Apply Below
This role is ideal for a technically strong insurance broker who understands the medical professional environment and is passionate about delivering compliant, well-structured insurance solutions to healthcare practitioners.

Client Advisory & Risk Management
  • Advise medical professionals on:
    • Medical Malpractice insurance
    • Professional Indemnity insurance
    • Associated risk covers (where applicable)
  • Conduct comprehensive needs analyses and risk assessments for healthcare professionals
  • Structure and place cover with appropriate insurers and schemes
Policy & Portfolio Management
  • Manage:
    • New business
    • Renewals
    • Endorsements
    • Policy amendments
    • Cancellations
  • Proactively manage renewals and ongoing client communication
Compliance & Administration
  • Ensure all business is:
    • FAIS compliant
    • Properly recorded
    • Accurately documented
  • Work within the company’s CRM and compliance systems to ensure consistent service delivery
Claims Support
  • Assist clients with:
    • Claims notifications
    • Claims documentation
    • Claims follow-ups (in collaboration with the claims team)
Growth & Client Development
  • Identify appropriate cross-sell and upsell opportunities within the medical professional client base
Minimum Requirements
  • FAIS-compliant Representative
  • Relevant Regulatory Examination (RE5)
  • Class of Business completed for Short-Term Insurance
  • Minimum 3+ years proven experience in:
    • Medical Malpractice and/or Professional Indemnity insurance
  • Strong technical knowledge of:
    • Claims-made policies
    • Retroactive dates
    • Run-off cover
    • Policy extensions and exclusions
    • Underwriting structures within Med Mal & PI
  • Valid driver’s license and own vehicle
Advantageous Experience
  • Experience with Medical Aids
  • Existing medical professional client base
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