Broker Assistant

Time Personnel; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A reputable short-term insurance brokerage in Cape Town is seeking a Broker Assistant to support their brokers with administration and client service. This role is suitable for someone with a basic understanding of short-term insurance, eager to learn and grow in the industry. Responsibilities include assisting with claims, policy updates, and client relationships. Strong communication and organisational skills are essential. Hybrid work options may be available.

Qualifications

• 2–3 years of proven experience as a Broker Consultant in short-term insurance.
• In-depth understanding of short-term insurance products and industry standards.
• Bilingual in English and Afrikaans (written and spoken).

Responsibilities

• Build and maintain strong relationships with brokers and stakeholders.
• Support brokers with client claims, policy amendments, and enquiries.
• Ensure compliance with regulatory requirements and standards.

Skills

Communication

Negotiation

Time management

Problem-solving

Organisational skills

Education

Matric (Grade 12) qualification

RE5 certification

FAIS compliance

Tools

MS Office

CRM platforms

Quoting software

Job description

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.