Cape Town: Broker Consultant posted by O’Brien Recruitment

Broker Consultant

Location: Western Cape Bellville
Employment Type: Permanent
Working Hours: Monday to Friday | 08h00 16h30

Role Overview

A well-established organisation within the financial services / funeral insurance sector is seeking a detail-oriented and self-motivated Broker Consultant to provide administrative and operational support to the Sales Support function. This role requires strong coordination, documentation control, and broker liaison skills.

Key Responsibilities

• Capture broker information accurately on internal systems

• Compile and manage broker application documentation

• Follow up with brokers on outstanding documentation

• Handle broker queries and assist with resolving escalations

• Liaise with internal departments to support broker processes

• Maintain strong relationships with internal teams and external brokers

• Perform quality checks to ensure accuracy and compliance

• Maintain effective filing and document control systems

• Prepare reports and manage correspondence

• Identify process improvements and support implementation of new procedures

Minimum Requirements

• Grade 12 (essential)

• Administration qualification or relevant experience (advantageous)

• 35 years experience in Financial Services, Long-Term or Funeral Insurance

• Prior experience providing administrative support to brokers

• Excellent written and verbal English communication skills

• Proficiency in MS Office, including intermediate Excel

• Strong organisational skills with high attention to detail

Ideal Attributes

• Strong multitasking ability

• High level of accuracy and confidentiality

• Professional communication style

• Ability to work independently and within a team

• Good time management and deadline-driven

A 6-month probation period will apply. Employment equity principles will be applied.