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Cape Town: Broker Consultant posted by O’Brien Recruitment

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Job Description

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.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Other Insurance Jobs in Western Cape

The Other Insurance (OI) industry in the Western Cape is part of the broader insurance sector, which has experienced steady growth in recent years due to increasing demand for risk management solutions. Typically, OI roles are sought after by professionals who can provide specialist underwriting and claims handling services to insurers. Generally, these jobs require strong analytical skills and a deep understanding of insurance products and policies.

Salaries for Other Insurance professionals in the Western Cape vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically fall within the R500 000 – R1 200 000 per annum range, although actual figures can be higher or lower, depending on individual circumstances. It’s worth noting that salaries can also vary significantly between smaller independent agents and larger multinational insurers.

Common skills for Other Insurance roles include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, a solid understanding of insurance laws and regulations, and the ability to work effectively in a team environment. Other essential skills may include proficiency in software applications such as policy administration systems or claims handling tools. Generally, professionals with experience in financial services, law, or other related fields can bring valuable skills and expertise to OI roles.

Industry sectors that commonly employ Other Insurance professionals include the financial services sector, technology industry, and manufacturing sector. These industries often require specialized insurance products and underwriting expertise to mitigate risks and protect assets. In addition to these sectors, the healthcare and construction industries are also significant users of OI services.

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Career development opportunities for Other Insurance professionals in the Western Cape are generally strong, with many companies offering training and development programs to enhance skills and knowledge. Typically, career progression involves taking on more senior roles within an organization or seeking opportunities in related fields such as underwriting, claims handling, or risk management. With experience and expertise, OI professionals can also consider starting their own independent agencies or consulting practices.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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