Client Services Administrator (Insurance)

SUMMARY:
Have you worked within short-term insurance, long-term insurance, medical aid, or annuities?

Our client, a well-established independent Financial Advisory firm based in Cape Town’s Northern Suburbs, is seeking a Broker Assistant to provide dedicated administrative and client support to their growing team.

This is an excellent opportunity for someone with a foundation in insurance and policy administration who’s eager to gain hands-on exposure, develop industry knowledge, and build a long-term career in financial services.

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.