INTERNAL BROKER

SUMMARY:
An Insurance company based in Woodstock, Cape Town is currently seeking an Internal Broker.
To provide support to the Broker Partner\AE by overseeing the assigned portfolio and to ensure the accurate and efficient capturing, processing and completion of client policies.

POSITION INFO:
RECOMMENDED QUALIFICATIONS:
Matric, Fais Compliant (Full Short Term Insurance Qualification at NQF level 4 or higher).
Successfully passed RE5.
Minimum 5 years’ experience working in Short Term Insurance
Effective Time Management skills, computer literacy (word, excel, outlook), Email and Telephone Etiquette, SOP concept.
Statement of results – 150 credits
Minimum five years relevant work experience in short term insurance.
Class of Business certificate in personal lines if registered before 2018
Updated DOFA report as a registered Rep not working under supervision
18 current CPD points for 2025/2026
COMPETENCIES REQUIRED:
Results oriented
Commitment
Customer Driven
Continuous Learning
Assertiveness
Honesty, Integrity & Ethical Behaviour
Flexible & Adaptable to change
Strategic thinking (proactive / ability to use initiative / innovation)
Ability to function independently and under pressure
Team player
Goal oriented
Excellent Communication skills
High attention to detail
PERFORMANCE STANDARD / QUALITY STANDARDS
New business:
Renewals
Confirmations
Amendments
Cancellations
Multi – Claimants
Claims
Referral Agent
Manage own area of control