Broker Assistant

6 months ago


Pretoria, South Africa JSM Business Services Full time

**Responsibilities**:
Liaise with insurance companies regarding policy changes, renewals, and underwriting requirements.

Ensure that all documentation related to insurance policies are accurate and updated.

Deliver excellent customer service by answering queries and providing information about policies.

Maintain and manage accurate records of policies and correspondence with clients and insurers.

Work closely with the Insurance team to ensure administrative support is provided as required.

Assist in the preparation of reports on Insurance operations.

Ensure compliance with Insurance regulations and company policies.

Process Broker appointments.

Handling of all types of Short-Term Insurance Claims

Qualifications:
Grade 12

Completed Regulatory Examination: RE5

FAIS qualifications

Strong knowledge of Short-term insurance products and industry practices - Min 3 years

Exceptional organizational and multi-tasking skills.

Outstanding verbal and written communication skills in both Afrikaans and English..

High attention to detail and accuracy.

**Salary**: R20,000.00 per month

Ability to commute/relocate:

- Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- What is your level of MS Excel proficiency - low, aveage or high?

**Education**:

- High School (matric) (required)

**Experience**:

- short term insurance products and claims procedures: 3 years (required)

License/Certification:

- RE5 certificate (required)


  • Broker Admin Assistant

    6 months ago


    Pretoria, South Africa Cora O'Neil Recruitment Agency Full time

    **Brooklyn, Pretoria: BROKER ADMINISTRATION ASSISTANT** **Minimum Requirements**: - Well presentable and professional **Afrikaans speaking** - Afrikaans and English first and second languages **a must **(Afr & Eng client base) - Matric / Grade 12 - Minimum 3 years recent administration work experience in an office environment **a must**, preferably in...

  • Estate Broker

    1 week ago


    Pretoria, Gauteng, South Africa Perfect Placement Recruitment Full time

    Job Title: Estate BrokerEstimated Salary: R250,000 - R400,000 per annumWe are seeking a skilled Estate Broker to join our team at Perfect Placement Recruitment. The successful candidate will be responsible for assisting clients in buying, selling, and renting properties in the Pretoria area.The ideal candidate will have completed real estate training...

  • Transport Broker

    6 months ago


    Pretoria, South Africa AgriCoal Logistics Full time

    **Duties & Responsibilities** - All new clients are Credit Guarantee Insurance Cover approved with an approved limit before submission for registration on Logistics Information System as per company policy. - Ensuring that all Credit Guarantee Insurance Cover limits are adhere to and that approved limits are not exceeded per company policy. - All new stock...

  • Broker Manager

    4 months ago


    Pretoria, South Africa TWK Agri Full time

    EUM, part of the TWK group, has the following vacancy available: Broker Manager (Long-Term Insurance) at Pretoria, Gauteng. **Responsibilities and Duties** - Building strong relationships with brokers - Lead, mentor, and motivate brokers to drive sales performance - Perform recruitment and selection process of brokers - Monitor and ensure compliance -...

  • Broker Consultant

    6 months ago


    Pretoria, South Africa Sanlam Full time

    **Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

  • Broker Consultant

    4 months ago


    Pretoria, South Africa Sanlam Full time

    **Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...


  • Pretoria, South Africa JSM Business Services Full time

    **Responsibilities**: Liaise with insurance companies regarding policy changes, renewals, and underwriting requirements. Ensure that all documentation related to insurance policies are accurate and updated. Deliver excellent customer service by answering queries and providing information about policies. Maintain and manage accurate records of policies and...

  • Broker (Medical-aid)

    6 months ago


    Pretoria, South Africa TWK Agri Full time

    TWK Agri has the following vacancy available: Broker (Medical-Aid) within the Insurance Department in Pretoria, Gauteng. **Responsibilities and Duties** - Introduction of new business and maintenance of existing business - Assisting clients to find the most appropriate medical aid cover based on an assessment of their needs - Weekly/Monthly reporting -...


  • Pretoria, South Africa Pro Select Consulting Full time

    Consistently deliver and exceed on allocated sales targets. - Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel. - Assist in identifying new potential Financial Advisers and opportunities for business growth. - Technical training and ongoing product support to Financial Advisers - Facilitate...

  • Broker Administrator

    4 months ago


    Pretoria, South Africa ATripleA Recruitment and Temps Full time

    Duties and Responsibilities: •Assist in identifying and targeting potential clients•Follow up on leads and facilitate initial client meetings•Assist in the preparation, processing, and administration of new policy applications•Maintain up-to-date records of client policies and ensure all documentation is accurate•Monitor policy renewals, updates,...

  • Broker Consultant

    1 month ago


    Pretoria, South Africa Sanlam Full time

    Broker Consultant (PG10): SanlamConnect Gauteng North Region (Jacaranda Lynnwood) Re-run Date: 26 Oct 2024 Location: Pretoria, Gauteng, ZA Company: Sanlam Group Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors....


  • Pretoria, South Africa People Dimension Full time

    Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties:• Assisting Financial Planners in all their administrative tasks• Research product information• Prepare financial...


  • Pretoria, South Africa Jobted ZA C2 Full time

    Minimum Requirements: - Matric. - An administrative qualification, or any relevant qualification, would be beneficial. - Proven experience as an Administrative Assistant or Personal Assistant for at least 3 years. - Fluent in both English and Afrikaans. - Strong with numbers, bookkeeping experience is advantageous. - Advanced knowledge of Excel will be...

  • Broker Administrator

    4 months ago


    Pretoria East, South Africa ATripleA Recruitment and Temps Full time

    Duties and Responsibilities: • Assist in identifying and targeting potential clients • Follow up on leads and facilitate initial client meetings • Assist in the preparation, processing, and administration of new policy applications • Maintain up-to-date records of client policies and ensure all documentation is accurate • Monitor policy renewals,...


  • Pretoria, South Africa Green Marble Recruitment Consultants Full time

    Minimum Requirements:Matric.An administrative qualification, or any relevant qualification, would be beneficial.Proven experience as an Administrative Assistant or Personal Assistant for at least 3 years.Fluent in both English and Afrikaans.Strong with numbers, bookkeeping experience is advantageous.Advanced knowledge of Excel will be highly...


  • Pretoria, South Africa Green Marble Recruitment Consultants Full time

    Are you highly organised, detail-oriented, and an efficient multitasker?We are looking for a proactive and motivated Administrative Assistant to join a dynamic team in Silverlakes. In this role, you will play a key part in supporting the leadership team, managing daily administrative tasks, and ensuring seamless operations behind the scenes.Minimum...


  • Pretoria, South Africa Green Marble Recruitment Consultants Full time

    Are you a detail-oriented individual with a passion for human resources? We are seeking a proactive HR Generalist Assistant to join my clients' dynamic team in Pretoria. As an integral part of our organisation, you will provide vital support in various HR functions, assisting with recruitment, employee relations, training, and administrative tasks. If you...


  • Pretoria, Gauteng, South Africa Sydsen Full time

    Sydsen is seeking a skilled Personal Lines Underwriter Assistant to join our team in Pretoria East. As a key member of our underwriting team, you will be responsible for assessing risks and making informed decisions about insurance policies.About the CompanySydsen is a reputable insurance broker with a long history of delivering high-quality services to our...


  • Pretoria, South Africa WatersEdge Solutions Full time

    Our client is looking for a **RE Certified Underwriter - Short-term Insurance** to join their team based in Pretoria, South Africa. **Qualifications and Experience**: - Must hold RE certification and be qualified in short-term insurance. - A minimum of 5 years of experience in the short-term insurance industry, with a proven track record in underwriting...


  • Pretoria, South Africa Auxeris Ltd Full time

    Our client is looking for a **RE Certified Underwriter - Short-term Insurance** to join their team based in Pretoria, South Africa. **Qualifications and Experience**: - Must hold RE certification and be qualified in short-term insurance. - A minimum of 5 years of experience in the short-term insurance industry, with a proven track record in underwriting...