Field Broker Support

2 weeks ago


Durban, KwaZulu-Natal, South Africa Isilumko Staffing Full time

This is a shoutout to all experienced
Field Broker Support clerks with an RE5, Class of Business in Long Term Insurance and Investments with a full Qualification.



Duties include:

  • Provide full
    administrative support to the regional sales team
  • Handle telephone enquiries from broker and reps
  • Draft necessary and accurate quotations
  • Distribute correspondence
  • Distribute/ handle enquiries regarding commission statements

Administrate new business:

  • Collate new business and distribute to various data capturers
  • Distribute queries to sales managers and/or brokers and reps in their absence
  • Provide general administration
Keep record and escalate Representatives and Brokers client services queries

  • Assist SM with general Admin Duties and Quarterly Meetings.
  • Order stationery and distribute
  • Daily production stats updates
  • Compile weekly car and office marketer roster
  • Compile weekly car usage stats and submitting to H/O
  • Distribution of internal mail

Must have:

Valid and completed
Matric

RE5 (
Long Term Insurance)

Class of Business in Long term Insurance and Investments
Recognised
full Qualification
RE 1 (Key individual) an added advantage

No less than 2 years' Client services / Broker Support administration experience in the long term industry / brokerage

Valid DOFA

Clear ITC and
criminal record
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