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Western Cape: Broker Assistant posted by Time Personnel

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Job Description

REQUIREMENTS

  • Matric (Grade 12) qualification
  • RE5 certification is advantageous
  • FAIS compliant with the required credits
  • 2–3 years of proven experience as a Broker Consultant within the short-term insurance sector
  • Valid driver’s 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.
View Job  Gauteng: Financial Accountant posted by Network Finance

 
Salary: R negotiable dependent on experience
 
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