BROKER ASSISTANT

SUMMARY:
BROKER ASSISTANT

POSITION INFO:

BROKER ASSISTANT - SHORT TERM INSURANCE

Our client is seeking an outgoing, client-focused, and task-driven Broker Assistant to join their insurance brokerage team in Lyttelton, Pretoria!

Location: Lyttelton, Pretoria

Salary: R12,000 – R18,000 per month

Essential Qualifications:

-RE5 Certificate (essential)

-General Cross Professional Development (CPD) points

-3+ years experience in the short term insurance industry (preferred)

-General knowledge of the short term insurance industry

-Own transport & valid Code B driver''s license

Essential Experience:

-3+ years in the short term insurance industry

-Policy administration and client engagement

-Record keeping and engagement management

-Microsoft Office (Excel & Outlook proficiency essential)

-Industry-related admin programs and platforms

Key Responsibilities:

-Client Service & Administration:

-Deal with clients on a day-to-day basis, delivering exceptional service

-Maintain a high customer satisfaction score and fast first-response times

-Manage and administer policies accurately and efficiently

-Maintain detailed and up-to-date records of all client engagements

Essential Skills:

-Outgoing personality and easy to work with

-Task-driven and results-oriented

-Self-disciplined in record keeping and administration

-Strong client communication and interpersonal skills

-Proficient in Microsoft Excel and Outlook

-Ability to grow into a management position over time