Broker Secretary (Long-term Insurance)

SUMMARY:
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POSITION INFO:

Are you an organized and detail-oriented professional with experience in the insurance industry? Our client are seeking a proactive Broker Secretary to join their dynamic team, specializing in long-term insurance. In this pivotal role, you will provide vital administrative and client support to ensure smooth day-to-day operations and help maintain high standards of client service.

If you're passionate about the insurance sector and thrive in a fast-paced environment, we’d love to hear from you!

Minimum requirements:

• Matric
• Minimum of 2 - 3 years working experience in the Insurance industry
• Valid driver license and own vehicle or reliable transport
• Fluent in Afrikaans and English
• Computer literate

Duties and responsibilities:

• Administrative Support:

  • Handle all secretarial and office administration tasks for the broker or advisory team

  • Schedule meetings, manage calendars, and coordinate client appointments

  • Maintain and organize electronic and paper-based filing systems

• Client Communication:

  • Serve as the first point of contact for client inquiries via phone, email, or in person

  • Assist clients with general queries regarding policies, documentation, and application status

  • Follow up with clients to obtain missing information or documentation

• Policy Administration:

  • Prepare, process, and submit long-term insurance applications and documentation

  • Ensure all compliance requirements are met, including FICA documentation and recordkeeping

  • Track policy applications from submission through to issue, and update clients on progress

• Liaison and Coordination:

  • Communicate with insurance providers to obtain quotes, follow up on applications, and resolve issues

  • Coordinate with underwriters, service providers, and internal departments as needed

  • Assist in claim lodgment processes and follow-ups

• Data Entry and System Maintenance:

  • Accurately capture client data and update policy information in the relevant CRM or insurance platforms

  • Maintain up-to-date records of client portfolios and ensure data integrity

• Document Management:

  • Draft client letters, policy summaries, and other standard correspondence

  • Ensure confidentiality and proper handling of sensitive client information

• Reporting and Compliance:

  • Assist in preparing compliance reports, audit checklists, and internal reviews

  • Monitor and ensure compliance with regulatory requirements and company policies

Skills required:

• Administration and organisational skills
• Communication skills
• Client service orientation
• Insurance industry knowledge
• Technical skills
• Problem solving
• Confidentiality and integrity
• Adaptability and initiative

Remuneration:

R 10 000 (Negotiable)

Work hours:

Monday - Friday: 08:00 - 17:00

IMPORTANT:

• Applications close 30 June 2025
  Only applications submitted via the Ditto Jobs platform will be considered
  Only candidates who are shortlisted will be contacted
  No social media messages / comments will be responded to

 

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