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Insurance Broker Assistant

Insurance Broker Assistant

Time PersonnelDurbanville, South Africa
5 days ago
Job description

REQUIREMENTS

  • Matric (Grade 12) qualification
  • 23 years of proven experience as a Broker Consultant within the short-term insurance sector
  • Valid drivers 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

  • 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
  • Salary : R negotiable dependent on experience

    Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.

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    Insurance Broker • Durbanville, South Africa

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