Broker Assistant

SUMMARY:
Broker Assistant 
Location: Mooikloof

NON-NEGOTIABLE REQUIREMENTS: 
1-2 years of experience within the Broker environment.
Fully bilingual in Afrikaans and English.

ROLE OVERVIEW: 
The Broker Assistant supports daily operations by managing client records, coordinating communication, and ensuring compliance, while maintaining accurate administration and efficient support within a fast-paced broker environment.

POSITION INFO:
Minimum requirements:

• Matric.
• 1-2 years of experience within the Broker environment.
• Fully bilingual in Afrikaans and English.

• Managing and updating client databases, ensuring accurate and confidential record-keeping.
• Coordinating meeting logistics, including scheduling, agendas, and minute-taking.
• Handling incoming and outgoing correspondence (emails, calls, and courier documents).
• Assisting with document preparation for audits and internal compliance checks.
• Monitoring and following up on policy processing and status updates with insurers/providers.
• Maintaining office filing systems (electronic and physical) in line with regulatory standards.
• Supporting onboarding processes for new clients, including document collection and verification.
• Liaising with product providers and service partners to resolve administrative queries.
• Tracking deadlines for renewals, compliance submissions, and client servicing activities.
• Assisting with reporting requirements, including compiling basic operational or client reports.
• Managing office supplies and coordinating with vendors/service providers.
• Ensuring POPIA compliance when handling sensitive client information.
• Providing general support to management with ad hoc administrative tasks.