Insurance Broker Assistant

3 weeks ago


Pietermaritzburg, KwaZulu-Natal, South Africa Ultra Personnel Full time
Job Title: Insurance Broker Admin Assistant

We are seeking a highly organized and detail-oriented Insurance Broker Admin Assistant to join our team at Ultra Personnel.

Key Responsibilities:
  • Support the Financial Planning Partner(s) in providing exceptional client services.
  • Collaborate with regional teams and other Assistants to ensure seamless operations.
  • Oversee administrative, operations, and client services support for the Financial Planning Partner.
  • Liaise between the practice and regional office/head office.
Client Services:

We are looking for someone who can:

  • Implement client services experience as defined by the Head of Operations.
  • Take full responsibility for administrative processes and controls.
  • Liaise between Financial Planner Partner and product providers.
  • Ensure efficient delivery of client requirements.
Operations:

The ideal candidate will have:

  • Excellent organizational skills to collate client information and prepare documentation.
  • Strong attention to detail for FICA and AML capture and checking.
  • Ability to monitor and submit intermediary appointment notes.
  • Knowledge of commission statements and suspense accounts.
Operational Support for Portfolio Managers and CRMs:

We need someone who can:

  • Align with PCS CRMs for pre-population of PCS mandates and applications.
  • Initiate and maintain instructions via Xplan tasks.
IT and Systems:

The successful candidate will have:

  • Excellent data capture skills for client demographic and financial data.
  • Ability to integrate data between XPlan and IWP.
  • Knowledge of proper record keeping and data storage.
NAV and KPIs:

We are looking for someone who can:

  • Track and monitor personal KPIs on NAV.
  • Request assistance and guidance from POM where KPI scores reflect gaps.
Marketing Support:

The ideal candidate will have:

  • Ability to assist with client events and RSVP management.
  • Knowledge of marketing materials and stationery.
Office Management:

We need someone who can:

  • Support general office management, including reception and facilities.
  • Submit orders for stationery and marketing materials.

Requirements:

  • Financial Services Industry experience.
  • Understanding of FAIS and FICA legislation.

Language: English



  • Pietermaritzburg, KwaZulu-Natal, South Africa Ultra Personnel Full time

    Job Title: Insurance Broker Admin AssistantWe are seeking a highly organized and detail-oriented Insurance Broker Admin Assistant to join our team at Ultra Personnel.Key Responsibilities:Support the Financial Planning Partner(s) in providing exceptional client services.Collaborate with regional teams and other Assistants to ensure seamless operations.Oversee...

  • Insurance Broker

    4 weeks ago


    Pietermaritzburg, KwaZulu-Natal, South Africa TWK Agri Ltd Full time

    Job Title: Broker (Long-Term Insurance)At TWK Agri Ltd, we are seeking a dedicated and specialized Long-Term Insurance Broker to join our Insurance department in Pietermaritzburg, KwaZulu-Natal.Job SummaryWe are looking for a Long-Term Insurance Broker who can understand client needs, provide expert advice, and find the right insurance solutions to fulfill...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Red Cat Recruitment Full time

    Short-Term Insurance Administrator Job DescriptionRedCat Recruitment is seeking a qualified and experienced Short-Term Insurance Administrator to join our team in Pietermaritzburg, KwaZulu-Natal.Key Responsibilities:Provide clerical and administrative support to brokersCoordinate and implement office proceduresResponsible for certain projectsDiary follow-ups...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Ultra Personnel Full time

    Job DescriptionUltra Personnel is seeking a highly organized and detail-oriented Insurance Operations Assistant to support our Financial Planning Partners in providing exceptional client services. The successful candidate will be responsible for overseeing administrative, operations, and client services support, ensuring seamless delivery of client...


  • Pietermaritzburg, KwaZulu-Natal, South Africa H&S Labour Brokers Full time

    Job Title: HRD PractitionerWe are seeking an experienced Human Resource Development Practitioner to join our team at H&S Labour Brokers. The successful candidate will be responsible for identifying and addressing departmental training needs to boost team productivity and ensure compliance with training legislation.Key Responsibilities:Assist in identifying...


  • Pietermaritzburg, KwaZulu-Natal, South Africa H&S Labour Brokers Full time

    Human Resource Development PractitionerWe are seeking an experienced Human Resource Development Practitioner to join our team at H&S Labour Brokers. The successful candidate will be responsible for identifying and addressing departmental training needs to boost team productivity and ensure compliance with training legislation.Key Responsibilities:Assist in...


  • Pietermaritzburg, KwaZulu-Natal, South Africa H&S Labour Brokers Full time

    Human Resource Development PractitionerWe are seeking an experienced Human Resource Development Practitioner to join our team at H&S Labour Brokers. The successful candidate will be responsible for identifying and addressing departmental training needs to boost team productivity and ensure compliance with training legislation.Key Responsibilities:Assist in...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Armstrong Appointments Full time

    We are seeking a highly skilled Property Administrator to join our team at Armstrong Appointments.Main Responsibilities:Loading and maintaining all tenant information on MDAIssuing of new addendums to lease and new lease agreementsLoading of payments and verifying supplier detailsApproving minor repair works and management of small worksSubmitting and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Armstrong Appointments Full time

    Job Title: Property AdministratorArmstrong Appointments is seeking a highly skilled Property Administrator to join our team. As a Property Administrator, you will be responsible for managing the day-to-day operations of our properties, ensuring that all administrative tasks are completed efficiently and effectively.Key Responsibilities:Loading and...

  • Warehouse Worker

    4 days ago


    Pietermaritzburg, KwaZulu-Natal, South Africa On Consulting (Pty) Ltd Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Warehouse Worker to join our team at On Consulting (Pty) Ltd. As a key member of our warehouse operations, you will be responsible for assisting coworkers with daily duties, ensuring the smooth flow of goods, and maintaining a safe working environment.Key ResponsibilitiesUnload products from...

  • Warehouse Worker

    3 weeks ago


    Pietermaritzburg, KwaZulu-Natal, South Africa On Consulting (Pty) Ltd Full time

    Job Description:We are seeking a highly motivated and detail-oriented Warehouse Worker to join our team at On Consulting (Pty) Ltd. As a Warehouse Worker, you will be responsible for assisting co-workers with duties in the warehouse industry, including manufacturing of various different products on a daily basis.Key Responsibilities:Restock shelves and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa On Consulting (Pty) Ltd Full time

    Job Title: Forklift Driver and General Industrial WorkerWe are seeking a highly motivated and physically fit individual to join our team as a Forklift Driver and General Industrial Worker. As a key member of our warehouse team, you will be responsible for assisting coworkers with duties in the warehouse industry, including manufacturing various products on a...


  • Pietermaritzburg, KwaZulu-Natal, South Africa On Consulting (Pty) Ltd Full time

    Job Title: Forklift Driver and General Industrial WorkerWe are seeking a highly motivated and physically fit individual to join our team as a Forklift Driver and General Industrial Worker. As a key member of our warehouse team, you will be responsible for assisting coworkers with duties in the warehouse industry, including manufacturing various products on a...


  • Pietermaritzburg, KwaZulu-Natal, South Africa On Consulting (Pty) Ltd Full time

    Job Title: Forklift Driver and General Industrial WorkersWe are seeking a skilled and motivated Forklift Driver and General Industrial Worker to join our team at On Consulting (Pty) Ltd.Job Summary:The successful candidate will be responsible for operating a forklift and assisting with various tasks in the warehouse and manufacturing areas. This is an...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Join Liberty Standard Bank Group 2 as a Financial AdviserAt Liberty Standard Bank Group 2, we are committed to enhancing the careers of our employees. Our comprehensive training program for Financial Advisers takes a holistic approach, incorporating technical, sales, and soft skills training to position our new advisers for success.Key Responsibilities:Help...

  • Warehouse Worker

    4 weeks ago


    Pietermaritzburg, KwaZulu-Natal, South Africa On Consulting (Pty) Ltd Full time

    Job Title: Forklift Driver and General Industrial WorkerWe are seeking a highly motivated and detail-oriented Forklift Driver and General Industrial Worker to join our team at On Consulting (Pty) Ltd.Job Summary:The successful candidate will be responsible for assisting co-workers with duties in the warehouse industry, including manufacturing of various...


  • Pietermaritzburg, South Africa TWK Agri Ltd Full time

    TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department at Pietermaritzburg, KwaZulu-Natal. Job Summary We are looking to recruite a Long-Term Insurance Broker who is dedicated and specialized in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs,...


  • Pietermaritzburg, South Africa TWK Agri Full time

    TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department at Pietermaritzburg, KwaZulu-Natal. **Job Summary** We are looking to recruite a Long-Term Insurance Broker who is dedicated and specialized in selling long-term insurance (risk and investment). The broker will be responsible for understanding client...


  • Pietermaritzburg, South Africa Tracker South Africa Full time

    Listing reference: track_001043 Listing status: Online Apply by: 28 February 2024 Position summary Job category: Insurance Management and Administration Contract: Permanent Remuneration: Market Related EE position: Yes Introduction Tracker’s Sales Department requires a Broker Sales Consultant to promote TRACKER to the Broker and Insurance Industry...


  • Pietermaritzburg, South Africa AB INSURANCE BROKERS Full time

    Insurance Broker requires multilingual consultant A leading short term insurance broker in the **Pietermaritzburg area** requires a multilingual consultant for our inbound department. You are required to possess the following skills/knowledge: **The individual Must be Fluent in **_**ALL**_ **the following languages**: **Zulu, Xhosa, Sotho, Sepedi and...


  • Pietermaritzburg, South Africa AB INSURANCE BROKERS Full time

    Insurance Broker requires multilingual consultant A leading short term insurance broker in the **Pietermaritzburg area** requires a multilingual consultant for our inbound department. You are required to possess the following skills/knowledge: **The individual must be fluent in**: **Must be Fluent in Zulu, Xhosa, Sotho** - Computer Literacy - Good phone...


  • Pietermaritzburg, South Africa AB INSURANCE BROKERS Full time

    Insurance Broker requires multilingual consultant A leading short term insurance broker in the **Pietermaritzburg area** requires a multilingual consultant for our inbound department. You are required to possess the following skills/knowledge: **The individual Must be Fluent in **_**ALL**_ **the following languages**: **Zulu, Xhosa, Sotho, Sepedi and...


  • Pietermaritzburg, South Africa AB INSURANCE BROKERS Full time

    Insurance Broker requires multilingual consultant A leading short term insurance broker in the **Pietermaritzburg area** requires a multilingual consultant for our inbound department. You are required to possess the following skills/knowledge: **The individual must be fluent in**: **Must be Fluent in Zulu, Xhosa, Sotho** - Computer Literacy - Good phone...

  • Head of Motor

    4 months ago


    Pietermaritzburg, South Africa Insphired Recruitment Solutions Full time

    Our client in the insurance industry based in Pietermaritzburg is looking for a Head of Motor. **Responsibilities**: - Mange the motor claims portfolio and the team of staff making up this sub-department within the company’s claims department. - Oversee the short-term motor own damage and motor third party liability pillars, manage the supplier...


  • Pietermaritzburg, South Africa The Recruitment Council Full time

    Join our client, a leading Financial Services Giant, as a Broker Consultant. As a Business Consultant, the successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial Planners. The successful candidate's focus areas would be: 1. Create valuable business partnerships to enhance the...


  • Pietermaritzburg, South Africa MPC Recruitment Full time

    Our client is seeking an **Insurance Sales Consultant** to join their team, based in Pietermaritzburg. Duties to include: - *Promote company to Insurance industry *Provide ongoing product information to a portfolio of brokers / administrators / underwriters *Implement and manage incentive programmes / marketing opportunities *Regular training to Insurance...


  • Pietermaritzburg, South Africa Tracker South Africa Full time

    **Listing reference**: track_000931 **Listing status**: Online **Position summary**: **Industry**:IT & Internet**Job category**:Insurance Management and Administration**Location**:Pietermaritzburg**Contract**:Permanent**Remuneration**:Market Related**EE position**:Yes**Introduction**: Tracker’s Sales Department requires an Insurance Sales Consultant to...


  • Pietermaritzburg, South Africa Career Circuit Full time

    Promote the company to the insurance industry. Provide on-going product information to a portfolio of brokers/administrators/underwriters. Implement and manage incentive programmes/marketing opportunities. Regular training to insurance intermediary staff on all company products and services. Weekly/monthly reports, monitor portfolio performance, tract...


  • Pietermaritzburg, 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...

  • Marketer Required

    2 months ago


    Pietermaritzburg, South Africa AB INSURANCE BROKERS Full time

    A leading short term insurance broker in Pietermaritzburg requires a **AFRIKAANS** Speaking consultant for our inbound department. You are required to possess the following skills/knowledge: Telephonic experience. Able to work under pressure and be self-manageable. Basic + High Commission + Company benefits. If you have what it takes and would like to...


  • Pietermaritzburg, South Africa AB INSURANCE BROKERS Full time

    A leading short term insurance broker in Pietermaritzburg requires a AFRIKAANS Speaking consultant for our inbound department. You are required to possess the following skills/knowledge: **Must be Fluent in Afrikaans** 1 year telephonic experience. Able to work under pressure and be self-manageable. Basic + High Commission + Company benefits. If you...


  • Pietermaritzburg, South Africa AB INSURANCE BROKERS Full time

    A leading short term insurance broker in the Pietermaritzburg requires an multi-lingual consultant for our inbound department. You are required to possess the following skills/knowledge: **Must be Fluent in Zulu, Xhosa and Sotho** 1 year telephonic experience. Able to work under pressure and be self-manageable. Basic + High Commission + Company...


  • Pietermaritzburg, South Africa AB INSURANCE BROKERS Full time

    A leading short term insurance broker in the Pietermaritzburg requires an Afrikaans consultant for our inbound department. You are required to possess the following skills/knowledge: **The individual must be fluent in Afrikaans.** 1 year telephonic experience. Able to work under pressure and be self-manageable. Basic + High Commission + Company...


  • Pietermaritzburg, South Africa AB INSURANCE BROKERS Full time

    A leading short term insurance broker in the Pietermaritzburg requires an multi-lingual consultant for our inbound department. You are required to possess the following skills/knowledge: **Must be Fluent in Zulu, Xhosa and Sotho** 1 year telephonic experience. Able to work under pressure and be self-manageable. Basic + High Commission + Company...

  • Broker Consultant-pmb

    2 months ago


    Pietermaritzburg, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...


  • Pietermaritzburg, South Africa Sanlam Full time

    **Who are we?** SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the...