Broker Assistant

Job Profile : Broker Assistant

Location : Southern Suburbs, Cape Town, South Africa

Type : In-office

Start date : February / March 2026

Our client is a well‑respected Independent Insurance Brokerage based in the Southern Suburbs. They specialise in delivering comprehensive advisory services across Employee Benefits, Investments, Medical Aid, and Life Insurance. With a deep commitment to exceptional client service, they prioritise meaningful, long‑term relationships—ensuring that every employer, and every employee, receives the care, clarity, and personalised support they deserve.

Position Purpose

The Broker Assistant provides administrative, client service, and operational support to the Employee Benefits Financial Advisor. The role ensures smooth day‑to‑day operations for corporate clients, regulatory compliance, and effective communication between clients, insurers, and the advisor.

Key Responsibilities

1. Client Servicing & Relationship Management

• Serve as the primary contact for client and member queries on employee benefit schemes (retirement and group risk funds).
• Assist with onboarding new clients and employees onto benefit programmes.
• Manage service requests including membership changes, withdrawals, retirements, and policy queries.
• Engage with members and clients via meetings, phone, and email.
• Liaise with insurers, administrators, and service providers to resolve issues promptly.
• Support the advisor with client communications, benefit summaries, and employee presentations.

2. Administration

3. Compliance & Reporting

4. Operational Support

Required Skills & Competencies

Qualifications & Experience

Personal Attributes

Renumeration : R20k p / m CTC

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