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:

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