Broker Support Assistant
2 months ago
The purpose of this position is to provide full sales support to the broker consultants in the sales environment.
**Responsibilities**:
- Application of underwriting policy
- Compiling quotations with suggested rate or pricing on behalf of broker consultant
- Manage administrative documentation (detailed records)
- Build and maintain good working relationships internal and external
- Recording details of transactions
- Handling broker queries verbal and written
- Ensure FAIS compliance
- Maintaining service level agreement deadlines
- Technical insurance knowledge input
- Administration of welcome packs to new brokers
- Organising of brokers consultants’ diaries
- Distribution of month end reporting
Minimum Requirements:
- FAIS Compliant (Commercial)
- Matric certificate
- Minimum of 1-3 years’ relevant commercial underwriting and/or sales support experience in the short-term insurance industry
- Technical Short-term insurance knowledge - Commercial
Competencies:
- Policy, product and systems knowledge
- Planning and organizing skills
- Problem solving and analysis
- Interpersonal skills
- Computer literate and excel skills
- Team player
- Good communication skills (verbal and written)
PSG’s commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce.
In achieving our employment equity goals, we give preference to applicants from designated groups and we encourage people with disability to apply.
Application Question(s):
- Are you FAIS compliant?
**Experience**:
- broker / underwriting support: 2 years (required)
**Location**:
- Cape Town, Western Cape (required)
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