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Job Summary
Our client, a well-established short-term insurance brokerage in Pretoria East, is looking for a Broker Assistant to provide administrative and client service support to their broking team. This is an entry-level opportunity ideally suited to a strong administrator with a genuine interest in short-term insurance who is looking to be developed within the industry. Full training and support towards industry qualifications will be provided. Key Responsibilities • Provide day-to-day administrative support to the brokers, including diary coordination and appointment scheduling • Prepare quotations, policy documents, schedules and client presentation packs • Capture and update client, policy and risk information accurately on the brokerage system • Handle incoming client queries by telephone and email, escalating technical matters to the responsible broker • Request and follow up on outstanding FICA, FAIS and supporting client documentation • Process policy amendments, endorsements and cancellations under broker supervision • Assist with renewal preparation, including gathering renewal data and preparing premium comparisons • Liaise with insurers regarding quotations, cover confirmations and outstanding requirements • Log claims notifications and assist clients with the completion and submission of claim documentation • Maintain accurate electronic and physical filing systems in line with POPIA requirements • Prepare weekly and monthly reports on new business, renewals and outstanding items • Provide general office and reception support to the broking team when required Requirements Requirements • Matric (Grade 12) • Some exposure to, or a demonstrable interest in, short-term insurance, broking or financial services • Strong administrative and organisational skills • Good computer literacy, particularly MS Word, Excel and Outlook • Excellent attention to detail and a high standard of accuracy • Professional and friendly telephone and email manner • Ability to work effectively within a team and take direction • Willingness to study towards RE5 and an NQF Level 4 short-term insurance qualification • Fluency in English; Afrikaans proficiency advantageous Benefits Benefits and Compensation Our client is offering a market-related salary, depending on experience, together with company benefits, on-the-job training, and financial support towards RE5 and industry qualifications for the right candidate.
Morton Moore Pty Ltd
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