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Insurance Broker Assistant
Insurance Broker AssistantTime Personnel • Durbanville, Western Cape, South Africa
Insurance Broker Assistant

Insurance Broker Assistant

Time Personnel • Durbanville, Western Cape, South Africa
4 days ago
Job description

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 stakeholders
  • Drive new business acquisition while ensuring the retention and growth of existing broker portfolios
  • Provide comprehensive support to brokers, including assistance with client claims, policy amendments, general enquiries, and administrative tasks related to personal and commercial short‑term insurance
  • Manage the efficient processing of annual policy renewals for short‑term insurance clients
  • Keep brokers informed of product updates, regulatory changes, and industry developments
  • Ensure full compliance with FAIS, FICA, POPIA, and all other applicable legislation and regulatory requirements
  • Serve 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

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    Insurance Broker • Durbanville, Western Cape, South Africa

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