Broker Assistant

6 days 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 Consultant

    1 week ago

    Pretoria, Gauteng, 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 advisors to...

  • Broker Consultant Expansion

    1 week ago

    Pretoria, Gauteng, 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 advisors to...

  • Broker Manager

    2 weeks ago

    Pretoria, South Africa JustTheJob.co.za Full time

    Broker Manager (Long-Term Insurance) – Pretoria 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...

  • Investment Broker Consultant

    1 week ago

    Pretoria, Gauteng, South Africa Sanlam Full time R500 000 - R1 500 000 per year

    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 advisors to...

  • Business Broker Consultant

    3 weeks ago

    Pretoria, South Africa Pro Select Consulting Full time

    About the job Business Broker Consultant - Pretoria Our Client, a reputable financial institution, is currently recruiting Business Development Broker Consultant to join their team in the Pretoria Region. Duties Include:Our Client, a reputable financial institution, is currently recruiting Business Development Broker Consultant to join their team in the...

  • Broker Support Admin Specialist

    3 weeks ago

    Pretoria, South Africa Discovery Consulting Services Full time

    A leading consulting firm based in Pretoria East is seeking an experienced Assistant Business Consultant to provide administration and support for Broker Consultants. Candidates must have 2+ years of insurance industry experience, be fluent in Afrikaans and English, and possess strong interpersonal and communication skills. This full-time position requires...

  • Broker Retentions Team Manager

    6 days ago

    Pretoria, South Africa Finding Personnel Full time

    REF NUMBER**:FP038**: STATUS**: OPEN FOR APPLICATIONS** **PLEASE TAKE NOTE** - A copy of your CV - Whatsapp number - Copy of your ID, - Copy of valid drivers license - All qualifications (Matric and Tertiary Qualifications) - A clear and recent head and shoulders image of yourself **CV must include the following or will not be processed**: **Full CV...

  • Business Broker Consultant

    3 weeks ago

    Pretoria, South Africa Pro Select Consulting Full time

    Our Client, a reputable financial institution, is currently recruiting Business Development Broker Consultant to join their team in the Pretoria Region. Duties Include Consistently deliver and exceed allocated sales targets. Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel. Assist in...

  • Business Broker Consultant

    2 weeks ago

    Pretoria, Gauteng, South Africa Pro Select Consulting Full time R600 000 - R1 200 000 per year

    Our Client, a reputable financial institution, is currently recruiting Business Development Broker Consultant to join their team in the Pretoria Region.  Duties Include: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...

  • Business Development Broker Consultant

    15 hours ago

    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...