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Insurance Portfolio Manager
2 months ago
Astra Wealth Financial Services is seeking a highly skilled and motivated Broker Assistant to join our team. As a Broker Assistant, you will play a critical role in supporting our Insurance Brokers in managing a portfolio of clients, providing them with the best possible insurance solutions to meet their needs.
Key Responsibilities- Client Support: Assist Insurance Brokers in assessing clients' insurance needs and providing tailored solutions to meet their requirements.
- Relationship Management: Develop and maintain relationships with clients, insurers, and underwriters to ensure seamless communication and service delivery.
- Business Development: Generate new business opportunities through networking and prospecting, identifying potential clients and developing strategies to acquire new business.
- Administrative Support: Provide diary management and general office duties to ensure efficient operation of the team.
- Qualifications: A Grade 12 certificate or equivalent NQF-4 qualification.
- Experience: At least 1-2 years of experience in the insurance industry, with a strong understanding of insurance products, underwriting principles, and risk management practices.
- Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and a valid driver's license with own transport.
Astra Wealth Financial Services offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for delivering excellent customer service, we encourage you to apply for this exciting opportunity.
