Senior Broker Assistant

One of the leading financial services houses with a focus being on long term and long-term insurance and private wealth management is looking for a Senior Broker Assistant, with solid background in insurance.Qualifications: Completed Diploma in Accounting 5 to 10 years' experience in similar role.Skills: Excel knowledge MS Office Proper understanding of...

**Job Number** - 70538 **Job Type** - Permanent **Job Title** - Assistant to Senior Broker **Computer Skills** - MS Excel,MS Outlook,MS Word,MS Office **Industry** - Financial Services **City** - Johannesburg (Incl. Northern Suburbs) **Province** - Gauteng - Capturing and taking minutes of meetings from Financial Advisors interaction with clients; -...

**Senior Broker Assistant** Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is loaded on X-plan for the Internal...

**Overview** **Senior Broker Assistant Randburg** Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is loaded on...

Job descriptionSenior Broker Assistant Fourways. R R22 000 pmRE5 Qualification and min 1 year long term insurance experience compulsoryCapturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any...

OverviewSenior Broker Assistant RandburgEnsuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly;Ensuring that all Compliance documentation is loaded on X-plan for the...

Posting Description: **Senior Broker - Property** Great interpersonal skills? Good at advising clients and colleagues alike? Read on! Aon South Africa is hiring a Senior Property Broker located at our Head Office in Sandton, based on a hybrid basis. The role of a Senior Property Broker is to work closely with Client Managers, possess the technical...

**Experience and Required Business Skills** Grade 12 / Matric FAIS accreditation 120 insurance credits required Minimum 4 years industry experience Sound knowledge of insurance RE 1 - RE 5 preferable Experience on the X Plan CRM system would be highly beneficial Proficient in Word, Excel and Outlook Excellent relationship building skills Excellent...

Posting Description: **Senior Broker - Rest of Africa Treaty** Are you a knowledgeable Treaty professional? Ready for the next step in your career? Aon Reinsurance Solutions is recruiting a Senior Broker in the Rest of Africa Treaty department, based on a hybrid basis, from our Head office in Sandton. The primary role of the senior broker is to negotiate...

Experience and Required Business SkillsGrade 12 / MatricFAIS accreditation120 insurance credits requiredMinimum 4 years industry experienceSound knowledge of insuranceRE - RE 5 preferableExperience on the X Plan CRM system would be highly beneficialProficient in Word, Excel and OutlookExcellent relationship building skillsExcellent telephonic skillsEloquent...

Experience and Required Business SkillsGrade 12 / MatricFAIS accreditation120 insurance credits preferableMinimum 4 years industry experience LONG term insurance)Sound knowledge of long term insuranceRE 1 - RE 5 preferableExperience on CRM systems would be highly beneficialProficient in Word, Excel and Outlook - advanced ExcelExcellent relationship building...

Experience and Required Business SkillsGrade 12 / MatricFAIS accreditation120 insurance credits preferableMinimum 4 years industry experience LONG term insurance)Sound knowledge of long term insuranceRE 1 - RE 5 preferableExperience on CRM systems would be highly beneficialProficient in Word, Excel and Outlook - advanced ExcelExcellent relationship building...

Experience and Required Business SkillsGrade 12 / MatricFAIS accreditation120 insurance credits preferableMinimum 4 years industry experience LONG term insurance)Sound knowledge of long term insuranceRE 1 - RE 5 preferableExperience on CRM systems would be highly beneficialProficient in Word, Excel and Outlook - advanced ExcelExcellent relationship building...

Experience and Required Business SkillsGrade 12 / MatricFAIS accreditation120 insurance credits preferableMinimum 4 years industry experience LONG term insurance)Sound knowledge of long term insuranceRE 1 - RE 5 preferableExperience on CRM systems would be highly beneficialProficient in Word, Excel and Outlook - advanced ExcelExcellent relationship building...

Posting Description:Senior Broker - Rest of Africa TreatyAre you a knowledgeable Treaty professional? Ready for the next step in your career?Aon Reinsurance Solutions is recruiting a Senior Broker in the Rest of Africa Treaty department, based on a hybrid basis, from our Head office in Sandton. The primary role of the senior broker is to negotiate best...

**About the role**: As Senior Broker Servicing Consultant you will our South African based Underwriting team in the handling of insurance business for corporates and their brokers. You will provide technical and operational assistance to meet clients', intermediaries' and internal underwriting needs, enabling true portfolio underwriting Duties and...

**About the role**: As Senior Broker Servicing Consultant you will our South African based Underwriting team in the handling of insurance business for corporates and their brokers. You will provide technical and operational assistance to meet clients', intermediaries' and internal underwriting needs, enabling true portfolio underwriting Duties and...

Gauteng, JHB - Northern Suburbs Well established short term insurance busniess seeking Broker/Senior Account Executive Responsible for client servicing, new business and organic growth of the Business in order to extend the efficiencies of the business as a whole. **SKILLS & QUALIFICATIONS**: - FAIS Compliant: Full qualification (Documented Qualifications...

Posting Description: **Senior Broker - SA Treaty** Do you have extensive reinsurance experience with a focus on Treaty? Read on! Aon Reinsurance Solutions Africa is recruiting a Senior Broke in our SA Treaty team, based on a hybrid basis from our offices in Sandton. The primary role of the senior broker is to negotiate the best possible prices and...

About the role:As Senior Broker Servicing Consultant you will our South African based Underwriting team in the handling of insurance business for corporates and their brokers. You will provide technical and operational assistance to meet clients', intermediaries' and internal underwriting needs, enabling true portfolio underwriting Duties and...