Makelaarsassistent / Broker Assistant

**BROKER ASSISTANT
**L ICHTENBURG
**NWK & IP Makelaars, a leading insurance brokerage firm, is seeking a motivated and detail-oriented Broker
Assistant to join our team. As a Broker Assistant, you will support the Insurance Brokers in managing a portfolio
of clients, providing them with the best possible insurance solutions to meet their needs.

**Purpose of the Position**:
The primary purpose of the Broker Assistant position is to support the Insurance Brokers in providing excellent
customer service to clients, managing and maintaining accurate client records, and ensuring all policies are up to
date. The Broker Assistant will work closely with the Insurance Brokers to understand client needs and provide
support in developing and maintaining relationships with clients, insurers, and underwriters.

**Responsibilities**:

Assist Insurance Brokers in assessing clients' insurance needs and providing tailored solutions

Develop and maintain relationships with clients, insurers, and underwriters

Generate new business opportunities through networking and prospecting

Assist Insurance Brokers in negotiating with insurers to secure the best possible premiums and
coverage for clients

Manage and maintain accurate client records and ensure all policies are up to date

Provide excellent customer service and follow up with clients on a regular basis

Keep up to date with industry trends, changes in legislation, and new products and services

**Minimum Requirements**:

A Grade 12 certificate or equivalent NQF-4 qualification

At least 1-2 years of experience in the insurance industry, specifically in brokerage or as an
underwriter

Knowledge of insurance products, underwriting principles, and risk management practices

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Must have a valid driver's license and own transport

The following will serve as a recommendation: completion of the RE5 exam and insurance product
training

**Skills: **

Customer-focused with a passion for delivering excellent customer service

Detail-oriented with the ability to manage and maintain accurate client records

Positive attitude with a willingness to learn and develop new skills

Team player with the ability to work collaboratively and support the Insurance Brokers

Proactive with the ability to identify and generate new business opportunities

If you are a detail-oriented individual with a passion for the insurance industry and a willingness to learn, we
comprehensive training, and career development opportunities.**MAKELAARSASSISTENT
**L** **ICHTENBURG
NWK & IP Makelaars, 'n toonaangewende versekeringsmakelaarsfirma, is op soek na 'n gemotiveerde en detail
- georiënteerde Makelaarsassistent om by ons span aan te sluit. As 'n Makelaarsassistent sal jy die Versekerings
- makelaars ondersteun in die bestuur van 'n portefeulje van kliënte, en hulle voorsien van die beste moontlike
versekeringsoplossings om aan hul behoeftes te voldoen.

**Doel van die pos**:
Die primêre doel van die Makelaarsassistent-posisie is om die Versekeringsmakelaars te ondersteun in die
verskaffing van uitstekende kliëntediens aan kliënte, die bestuur en instandhouding van akkurate kliënterekords,
en om te verseker dat alle polisse op datum is. Die Makelaarsassistent sal nou saamwerk met die Versekerings
- makelaars om kliëntbehoeftes te verstaan en ondersteuning te bied in die ontwikkeling en instandhouding van
verhoudings met kliënte, versekeraars en onderskrywers.

**Verantwoordelikhede: **

Help Versekeringsmakelaars met die beoordeling van kliënte se versekeringsbehoeftes en die
verskaffing van pasgemaakte oplossings

Ontwikkel en handhaaf verhoudings met kliënte, versekeraars en onderskrywers

Genereer nuwe sakegeleenthede deur netwerkvorming en prospektering

Help versekeringsmakelaars om met versekeraars te onderhandel om die beste moontlike premies en
dekking vir kliënte te verseker

Bestuur en handhaaf akkurate kliëntrekords en verseker dat alle beleide op datum is

Lewer uitstekende kliëntediens en volg kliënte op 'n gereelde basis op

Bly op hoogte van bedryfstendense, veranderinge in wetgewing en nuwe produkte en dienste

**Minimum vereistes: **

Graad 12 of gelykwaardige NQF-4 kwalifikasie

Ten minste 1-2 jaar ondervinding in die versekeringsbedryf, spesifiek as 'n makelaar of 'n onderskrywer

Kennis van versekeringsprodukte, onderskrywingsbeginsels en risikobestuurspraktyke

Sterk analitiese en probleemoplossingsvaardighede

Uitstekende kommunikasie
- en interpersoonlike vaardighede

Moet 'n geldige bestuurslisensie en eie vervoer hê

Die volgende sal as 'n aanbeveling dien: voltooiing van die RE5 eksamen en versekering produkopleiding

**Vaardighede: **

Klantgefokus met 'n passie om uitstekende kliëntediens te lewer

Detail-georiënteerd met die vermoë om akkurate kliëntrekords te bestuur en in stand te hou

Positiewe gesindheid met 'n gewilligheid om nuwe vaardighede aan te leer en

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