Broker Assistant

4 days ago

Cape Town, South Africa Time Personnel Full time

**Job Overview**:
**Application Deadline**: 19 November 2025**Job Location**: Cape Town, Western Cape**Job Title**: Broker Assistant**Education Level**: Certificate**Job Level**: Junior**Minimum Experience**: 1 - 3 Years

**Broker Assistant position available in Cape Town.**:
Are you starting out your career in short-term insurance and ready to grow your experience in a supportive team environment?

Our client, a reputable short-term insurance brokerage, based in the northern suburbs is seeking a broker assistant to support their brokers with administration and client service.

This role is ideal for someone with a basic understanding of short-term insurance who’s eager to learn and grow in the industry.

You’ll assist with queries, claims, renewals, and policy updates while developing valuable skills and product knowledge in a supportive environment.

**Requirements**:

- Matric (Grade 12) qualification
- RE5 certification is advantageous
- FAIS compliant with the required credits
- 2-3 years of proven experience as a Broker Consultant within the short-term insurance sector
- Valid driver’s license and access to reliable personal transport
- Proficient in MS Office, CRM platforms, and quoting software
- In-depth understanding of short-term insurance products and industry standards
- Bilingual in English and Afrikaans (written and spoken)
- Exceptional communication, negotiation, and client relationship skills
- Strong problem-solving abilities and analytical mindset
- Highly self-driven, able to work independently and manage time effectively
- Excellent organisational and administrative capabilities

**Duties and Responsibilities**:

- Build and maintain strong relationships with brokers, financial advisers, and key stakeholders.
- Drive new business acquisition while ensuring the retention and growth of existing broker portfolios.
- Provide comprehensive support to brokers, including assistance with client claims, policy amendments, general enquiries, and administrative tasks related to personal and commercial short-term insurance.
- Manage the efficient processing of annual policy renewals for short-term insurance clients.
- Keep brokers informed of product updates, regulatory changes, and industry developments.
- Ensure full compliance with FAIS, FICA, POPIA, and all other applicable legislation and regulatory requirements.
- Serve as the key liaison between the company and brokers, as well as between brokers and their clients, to uphold a high standard of service delivery.

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