Gauteng: Broker Assistant posted by Pro-Match Recruitment

Key Responsibilities:

Administrative Support

• Manage client documentation, file updates and general admin tasks.
• Maintain accurate client records on internal systems.
• Schedule client appointments and handle follow-ups.
• Prepare and process new business applications.

Compliance

• Ensure all documentation meets compliance and legislative requirements.
• Assist with FICA updates, record-keeping and audit preparation.
• Monitor outstanding information and follow up with clients.

Claims Administration

• Process and track client claims from submission to finalisation.
• Liaise with insurers and clients to obtain required documents.
• Provide progress updates and ensure smooth, timely resolution of claims.

Requirements:

• Matric required; relevant administrative or financial qualification advantageous.
• Experience in a financial services or insurance environment beneficial.
• Strong attention to detail and accuracy.
• Excellent organisational and communication skills.
• Computer literate (MS Office, CRM systems).
• Ability to work independently and handle confidential information.