Broker Assistant (STI)

Our client a well-established short-term insurance brokerage in Pretoria East is looking for a Broker Assistant to provide administrative and client service support to their broking team. This is an entry-level opportunity ideally suited to a strong administrator with a genuine interest in short-term insurance who is looking to be developed within the industry. Full training and support towards industry qualifications will be provided.

• Provide day-to-day administrative support to the brokers including diary coordination and appointment scheduling
  
• Prepare quotations policy documents schedules and client presentation packs
  
• Capture and update client policy and risk information accurately on the brokerage system
  
• Handle incoming client queries by telephone and email escalating technical matters to the responsible broker
  
• Request and follow up on outstanding FICA FAIS and supporting client documentation
  
• Process policy amendments endorsements and cancellations under broker supervision
  
• Assist with renewal preparation including gathering renewal data and preparing premium comparisons
  
• Liaise with insurers regarding quotations cover confirmations and outstanding requirements
  
• Log claims notifications and assist clients with the completion and submission of claim documentation
  
• Maintain accurate electronic and physical filing systems in line with POPIA requirements
  
• Prepare weekly and monthly reports on new business renewals and outstanding items
  
• Provide general office and reception support to the broking team when required
  

• Matric (Grade 12)
  
• Some exposure to or a demonstrable interest in short-term insurance broking or financial services
  
• Strong administrative and organisational skills
  
• Good computer literacy particularly MS Word Excel and Outlook
  
• Excellent attention to detail and a high standard of accuracy
  
• Professional and friendly telephone and email manner
  
• Ability to work effectively within a team and take direction
  
• Willingness to study towards RE5 and an NQF Level 4 short-term insurance qualification
  
• Fluency in English; Afrikaans proficiency advantageous
  

Our client is offering a market-related salary depending on experience together with company benefits on-the-job training and financial support towards RE5 and industry qualifications for the right candidate.