Broker Liaison
Broker Liaison
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Broker Liaison
Location: Johannesburg
Salary: R12500 R15000 (depending on experience)
Are you a wellorganised detailoriented individual with a knack for communication Were looking for a dedicated Broker Liaison to join our growing team and support our broker network with efficient administrative coordination and client communication.
Role Overview:
The Broker Liaison plays a crucial role in supporting our broker operations ensuring smooth onboarding data accuracy and effective communication with both brokers and clients. You will act as a key link between internal systems our broker team and external stakeholders.
Key Responsibilities:
- Confirm Agency Status and verify productspecific training when quotes are requested.
- Initiate agency setup by liaising with the broker and when necessary with Lombard.
- Check if brokers are registered on MyMembership; facilitate completion of Broker Info Sheets and upload to system.
- Liaise with clients to obtain banking details and other supporting documentation as required.
-
Maintain and manage data within our internal CRM system.
- Assist Broker Relationship Managers by verifying the accuracy of proposal forms.
Qualifications & Experience:
-
Matric certificate (or higher).
-
Proficiency in English (spoken and written).
-
Strong administrative and organisational skills.
-
Comfortable engaging professionally with both brokers and clients.
- Prior experience in a financial services or insurance environment will be advantageous but not required.
Excellent interpersonal and communication skills.
-
Attention to detail and accuracy in data handling.
-
Comfortable using CRM systems and managing documentation.
-
Able to work independently and take initiative.
Employment Type
Full Time
