Broker Assistant (STI)

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

Benefits offered by this job

On-the-job training

RE5 and industry qualifications 지원

Market-related salary

Job summary

Morton Moore is actively seeking a Broker Assistant in Pretoria East to provide administrative and client service support to the broking team. This entry-level role offers full training and progression towards industry qualifications.

You will coordinate diaries, prepare documents, and maintain client records while learning short-term insurance under guided supervision. Strong admin skills and a customer-focused approach are essential.

Qualifications

• Matric (Grade 12) is required.
• Some exposure to, or demonstrable interest in, short-term insurance.
• Strong administrative and organisational skills.
• Good computer literacy in MS Word, Excel and Outlook.
• Attention to detail and high accuracy.

Responsibilities

• Provide day-to-day administrative support to brokers and coordinate diaries.
• Prepare quotations, policy documents, schedules and client presentations.
• Capture and update client, policy and risk information on the brokerage system.
• Handle client queries via telephone and email, escalating to brokers as needed.
• Request and follow up on FICA, FAIS and other documentation.
• Process policy amendments, endorsements and cancellations under supervision.
• Assist with renewal data collection and premium comparisons.
• Liaise with insurers for quotations and cover confirmations.
• Log claims notifications and assist clients with documentation.
• Maintain filing systems in line with POPIA requirements.
• Prepare weekly and monthly reports on new business and renewals.
• Provide general office and reception support.

Skills

Administrative skills

Telephone & email etiquette

Teamwork

Attention to detail

Organisational skills

Education

Matric (Grade 12)

RE5 study or NQF4 short-term insurance qualification

Tools

MS Word

MS Excel

MS 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

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.