Broker Assistant
22 hours ago
- 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
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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