Broker Assistant

BROKER ASSISTANT

Location: Centurion, Gauteng
Salary: R12 000 R18 000 per month
Position Type: Permanent
Working Hours: Monday to Friday, 08:0017:00
Start Date: As soon as possible

A well-established insurance brokerage is seeking an experienced and client-focused Broker Assistant to provide administrative support and assist clients with their short-term insurance policies. The successful candidate must be organised, self-disciplined and comfortable communicating with clients daily.

KEY RESPONSIBILITIES

Assist clients with policy-related queries and requests.
Complete and maintain policy administration.
Record and update all client engagements accurately.
Respond to client enquiries promptly and professionally.
Support brokers with general administrative duties.
Maintain organised and up-to-date client and policy records.
Follow up on outstanding information and documentation.
Ensure a high standard of customer service and client satisfaction.
Use relevant insurance systems and administrative programs.
Work towards customer-service measures, including first-response times.

MINIMUM REQUIREMENTS

Approximately three years of experience within the insurance industry is preferred.
General knowledge of short-term insurance products and processes.
RE5 qualification would be advantageous.
Relevant and up-to-date Continuous Professional Development points would be advantageous.
Proficiency in Microsoft Excel and Outlook.
Strong administrative and record-keeping skills.
Excellent written and verbal communication skills.
Ability to work confidently and professionally with clients.
Own reliable transport and a valid Code B drivers licence.

PERSONAL ATTRIBUTES

Friendly, outgoing and comfortable working with people.
Task-driven and able to work independently.
Self-disciplined and highly organised.
Client-service orientated.
Accurate and attentive to detail.
Reliable and able to manage follow-ups effectively.
Willing to learn and grow within the business.

ADDITIONAL INFORMATION

Training will be provided.
Corporate dress code.
No additional benefits are currently offered.
Employees who refer short-term insurance business to the company may qualify for 30% of the commission earned from those referrals, paid monthly.