Broker Assistant

SUMMARY:
Are you starting out your career in short-term insurance and ready to grow your experience in a supportive team environment?

Our client, a reputable short-term insurance brokerage, based in the northern suburbs is seeking a broker assistant to support their brokers with administration and client service.

This role is ideal for someone with a basic understanding of short-term insurance who’s eager to learn and grow in the industry.
You’ll assist with queries, claims, renewals, and policy updates while developing valuable skills and product knowledge in a supportive environment.

POSITION INFO:
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

• 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.