Broker Assistant

SUMMARY:
Broker Assistant

POSITION INFO:
BROKER ASSISTANT Location: Centurion, Gauteng Salary: R12 000 - R18 000 per month Position Type: Permanent Working Hours: Monday to Friday, 08:00-17:00 Start Date: As soon as possible A well-established insurance brokerage is seeking an experienced and client-focused Broker Assistant to provide administrative support and assist clients with their short-term insurance policies. The successful candidate must be organised, self-disciplined and comfortable communicating with clients daily. KEY RESPONSIBILITIES • Assist clients with policy-related queries and requests. • Complete and maintain policy administration. • Record and update all client engagements accurately. • Respond to client enquiries promptly and professionally. • Support brokers with general administrative duties. • Maintain organised and up-to-date client and policy records. • Follow up on outstanding information and documentation. • Ensure a high standard of customer service and client satisfaction. • Use relevant insurance systems and administrative programs. • Work towards customer-service measures, including first-response times. MINIMUM REQUIREMENTS • Approximately three years of experience within the insurance industry is preferred. • General knowledge of short-term insurance products and processes. • RE5 qualification would be advantageous. • Relevant and up-to-date Continuous Professional Development points would be advantageous. • Proficiency in Microsoft Excel and Outlook. • Strong administrative and record-keeping skills. • Excellent written and verbal communication skills. • Ability to work confidently and professionally with clients. • Own reliable transport and a valid Code B driver's licence. PERSONAL ATTRIBUTES • Friendly, outgoing and comfortable working with people. • Task-driven and able to work independently. • Self-disciplined and highly organised. • Client-service orientated. • Accurate and attentive to detail. • Reliable and able to manage follow-ups effectively. • Willing to learn and grow within the business. ADDITIONAL INFORMATION • Training will be provided. • Corporate dress code. • No additional benefits are currently offered. • Employees who refer short-term insurance business to the company may qualify for 30% of the commission earned from those referrals, paid monthly.