Insurance Broker Assistant required in Durbanville.
Have experience in short-term insurance, long-term insurance, medical aid, or annuities? Our client, a leading independent Financial Advisory firm in Cape Town’s Northern Suburbs, is looking for a Broker Assistant to join their growing team.
This is an exciting chance to build your skills, gain hands‑on exposure, and grow a rewarding career in financial services.
Requirements :
- Matric (Grade 12) qualification
- 2–3 years of proven experience as a Broker Consultant within the short-term insurance sector
- Valid driver’s license and access to reliable personal transport
- Proficient in MS Office, CRM platforms, and quoting software
- In-depth understanding of short-term insurance products and industry standards
- Bilingual in English and Afrikaans (written and spoken)
- Exceptional communication, negotiation, and client relationship skills
- Strong problem‑solving abilities and analytical mindset
- Highly self‑driven, able to work independently and manage time effectively
- Excellent organisational and administrative capabilities
Duties and Responsibilities :
Build and maintain strong relationships with brokers, financial advisers, and key stakeholdersDrive new business acquisition while ensuring the retention and growth of existing broker portfoliosProvide comprehensive support to brokers, including assistance with client claims, policy amendments, general enquiries, and administrative tasks related to personal and commercial short‑term insuranceManage the efficient processing of annual policy renewals for short‑term insurance clientsKeep brokers informed of product updates, regulatory changes, and industry developmentsEnsure full compliance with FAIS, FICA, POPIA, and all other applicable legislation and regulatory requirementsServe as the key liaison between the company and brokers, as well as between brokers and their clients, to uphold a high standard of service delivery#J-18808-Ljbffr