Broker Assistant (Short Term Insurance)

Morton Moore Financial Services; Pretoria; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

On-the-job training

RE5 support

Industry qualification support

Job summary

Morton Moore Financial Services in Pretoria East is seeking a Broker Assistant to provide administrative and client service support to the broking team. This entry-level role is ideal for a diligent administrator with an interest in short-term insurance, and you will receive full training and support towards industry qualifications.

You will handle diary coordination, prepare quotations and policy documents, capture client details on the system, answer queries by phone and email, assist with

Qualifications

• Matric (Grade 12)
• Some exposure to, or 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

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

Skills

Administrative skills

Organisational skills

MS Word

Excel

Outlook

Education

Matric (Grade 12)

Tools

MS Word

Excel

Outlook

Job description

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

• 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 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.