Broker Consultant
Posted on 2025-04-11
| Employer | Finding Personnel (Pty) Ltd |
|---|---|
| Salary | 25000 |
| Category | Insurance And Investments |
| Location | Western Cape / Western Cape |
Job Summary
AREA: Cape Winelands
INDUSTRY: Financial Advisory
Salary / CTC: R 25 000 – R 35 000 (Depending on current earnings, qualifications, and experience)
Report to: Director, Operations and Sales Manager
Type: Permanent
Key
Responsibilities:
Operational & Administrative & Claims Support
- Perform general operational and administrative support
- Manage and maintain internal data and systems.
- Coordinate all aspects of policy servicing, including renewals, amendments, and endorsements.
- Create and analyse quote comparisons for client proposals.
- Provide administrative support across the full claims process including documentation, progress tracking, and liaison with relevant parties
- Liaise with clients, insurers, and service providers as needed
- Manage client communication, appointments, and follow-ups
- Support complaints handling and ensure a high standard of service
Client & Stakeholder Engagement
- Serve as a primary contact for insurer and client communication.
- Follow up on outstanding requirements with insurers and clients to maintain workflow
- Ensure clear, professional, and timely client interactions via phone and email.
Qualifications and Skills and Experience:
- Meticulous attention to detail and high accuracy levels.
- Ability to quickly learn and adapt to technology platforms.
- Strong verbal and written communication skills in both Afrikaans and English.
- Excellent telephone etiquette and client service approach.
- Proficiency in Monday.com, Word, Excel, Outlook, and PowerPoint.
- Ability to work efficiently under pressure while maintaining high work standards.
- General knowledge of Short- and Long-term insurance administration is beneficial
Minimum requirements
- Grade 12 / Matric or equivalent NQF4 qualification.
- Minimum 5 years of administration experience including direct client liaison
- Clear criminal and credit record.
- Fluent in Afrikaans and English (spoken and written)
- Reside in Cape Town, Paarl or Cape Winelands
Broker Consultant position available in Western Cape, Western Cape. This job position was posted by Finding Personnel (Pty) Ltd. The job has been posted as a char8000 ad on 2025-04-11 at 01:32:28 in the Insurance And Investments category
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