Bloemfontein: Broker Secretary (Long-term Insurance) posted by Mirna Butler Recruitment
Posted on 2025-07-15 00:00:00
| Employer | Mirna Butler Recruitment |
|---|---|
| Category | Other Insurance |
| Location | Free State / Bloemfontein |
Job Summary
Are you an organized and detail-oriented professional with experience in the insurance industry? Our client are seeking a proactive Broker Secretary to join their dynamic team, specializing in long-term insurance. In this pivotal role, you will provide vital administrative and client support to ensure smooth day-to-day operations and help maintain high standards of client service.
If you’re passionate about the insurance sector and thrive in a fast-paced environment, wed love to hear from you!
Minimum requirements:
- Matric
- Minimum of 2 – 3 years working experience in the Insurance industry
- Valid driver license and own vehicle or reliable transport
- Fluent in Afrikaans and English
- Computer literate
Duties and responsibilities:
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Administrative Support:
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Handle all secretarial and office administration tasks for the broker or advisory team
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Schedule meetings, manage calendars, and coordinate client appointments
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Maintain and organize electronic and paper-based filing systems
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Client Communication:
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Serve as the first point of contact for client inquiries via phone, email, or in person
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Assist clients with general queries regarding policies, documentation, and application status
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Follow up with clients to obtain missing information or documentation
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Policy Administration:
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Prepare, process, and submit long-term insurance applications and documentation
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Ensure all compliance requirements are met, including FICA documentation and recordkeeping
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Track policy applications from submission through to issue, and update clients on progress
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Liaison and Coordination:
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Communicate with insurance providers to obtain quotes, follow up on applications, and resolve issues
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Coordinate with underwriters, service providers, and internal departments as needed
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Assist in claim lodgment processes and follow-ups
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Data Entry and System Maintenance:
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Accurately capture client data and update policy information in the relevant CRM or insurance platforms
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Maintain up-to-date records of client portfolios and ensure data integrity
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Document Management:
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Draft client letters, policy summaries, and other standard correspondence
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Ensure confidentiality and proper handling of sensitive client information
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Reporting and Compliance:
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Assist in preparing compliance reports, audit checklists, and internal reviews
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Monitor and ensure compliance with regulatory requirements and company policies
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Skills required:
- Administration and organisational skills
- Communication skills
- Client service orientation
- Insurance industry knowledge
- Technical skills
- Problem solving
- Confidentiality and integrity
- Adaptability and initiative
Remuneration:
R 10 000 (Negotiable)
Work hours:
Monday – Friday: 08:00 – 17:00
IMPORTANT:
- Applications close 30 June 2025
Only applications submitted via the Ditto Jobs platform will be considered
Only candidates who are shortlisted will be contacted
No social media messages / comments will be responded to
Click Go Apply to apply online!
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