Broker Assistant

Job Placements; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency seeks an experienced Broker Consultant in Cape Town, South Africa. You'll manage relationships with brokers, drive new business while retaining existing clients, and ensure compliance with industry regulations. The ideal candidate will have extensive experience in short-term insurance and be bilingual in English and Afrikaans. Salary is negotiable based on experience.

Qualifications

• 23 years of proven experience as a Broker Consultant in the short-term insurance sector.
• RE5 certification is advantageous.
• FAIS compliant with the required credits.

Responsibilities

• Build and maintain relationships with brokers and advisers.
• Drive new business acquisition and retain existing portfolios.
• Provide support to brokers with client claims and inquiries.
• Manage processing of annual policy renewals.
• Inform brokers of updates and regulatory changes.
• Ensure compliance with FAIS, FICA, and POPIA.

Skills

Communication skills

Negotiation skills

Client relationship management

Analytical skills

Bilingual in English and Afrikaans

Problem-solving abilities

Education

Matric (Grade 12) qualification

Tools

MS Office

CRM platforms

Quoting software

Job description

REQUIREMENTS

• Matric (Grade 12) qualification
• RE5 certification is advantageous
• FAIS compliant with the required credits
• 23 years of proven experience as a Broker Consultant within the short-term insurance sector
• Valid drivers 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

• 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.

Salary: R negotiable dependent on experience

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