Broker Assistant

SUMMARY:
Broker Assistant

POSITION INFO:

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