Rokers assistant

Wilfour, a Short term insurance Broker based in Randburg is looking for a highly skilled and detail-oriented broker's assistant to manage the portfolio of existing clients through proactive underwriting and administrative support.
The ideal candidate will have a minimum of 2 -5 years experience, preferably within a brokerage environment, and be proficient in handling both personal and commercial lines insurance. This role is office-based.

Duties & Responsibilities

• Maintain existing short term insurance book, ensuring compliance with company policies and regulatory guidelines.

• Proactive communication with clients to understand their insurance needs and provide appropriate solutions.

• Provide expert advice on insurance products and services.

• General underwriting duties, including risk assessments.

• Source and compare quotes from multiple insurance providers when necessary to provide quotes for new business as well as existing clients.

• Analyze risks associated with insurance applications and make informed decisions.

• Process policy endorsements, including changes in cover, asset details, or client information.

• Maintain precise records and ensure it is compliant with underwriting guidelines.

• Independently manage the underwriting process with minimal supervision.

• Registration and follow up on claims.

• Manage policy renewals, ensuring policies are reviewed, updated, and renewed in a timely manner.

• Monitor and manage unpaid premiums, timely follow-ups and resolution.

• Prepare and present reports and documentation.
Requirements:

• Matric (Grade 12) certificate

• RE5 certification (compulsory)

• Compliance with FAIS Fit & Proper criteria i.e. minimum experience and competency requirements.

• Clear criminal and credit record

• Good knowledge of the short-term insurance industry, the legislation, regulations, and compliance requirements.

• Experience in both personal and commercial lines underwriting, minimum 3 to 5 Years experience

• Fully bilingual in Afrikaans and English (read, write and speak)

• Strong interpersonal, problem-solving, administrative, and communication skills

• Computer literate

• Ability to work independently without supervision.

• High attention to detail and accuracy.

• Ability to manage multiple priorities and meet deadlines.

• Must have own reliable transport.

Note: No additional employee benefits such as pension or medical aid are included.

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