Your brokerage needs an account handler

They handle the queries, the MTAs, the renewal prep, the insurer chasing, the file documentation — so the broker can stay focused on the work only they can do. New business. Relationships. The conversations that actually grow the practice.

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Most founder-led brokers don't have one. Not because the role isn't needed — it clearly is — but because hiring someone, training them, and carrying the employment risk feels harder than just absorbing the work yourself. So you do. Until you can't.

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That's where I come in.
 

I'm Leif Skogberg — CIP® (Canada) and CII Member. For seven years at The Co-operators in Canada, I represented over 150 broker brands from a contact centre, operating as if I were sitting in each agent's office. I learned their risk appetite, their client profiles, their preferred way of working — then handled client queries, policy changes, and insurer liaison on their behalf, within their boundaries, under their name. Hundreds of decisions a week. Nothing assumed. Everything documented.
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At CUMIS I handled complaints — investigated the file, spoke to every relevant party, called the client back within 48 hours, and made sure the broker had a clear picture of what happened and what needed to happen next. Good complaints handling keeps clients. Poor complaints handling loses them and ends up on a regulator's desk.

​At MSIG Insurance Europe in Germany I sat between UK brokers and European underwriters, and rebuilt broken processes when the paperwork trail didn't hold up.

​What I actually do for a broker is manage the client-facing work that runs alongside the business development work — so both get done properly. When a client calls with a query, I handle it in a way that reflects well on your practice. When an MTA comes in while you're writing a complex new business submission, I deal with it. When the file needs to reflect what actually happened, I make sure it does. The client experiences a broker whose operation runs smoothly. You stay focused on the work only you can do.
 

I work remotely from Cape Town, within your existing systems, under your direction. Execution only — no advice, no decisions without you.

The account handler your practice needs, without the employment risk.