Broker Client Services Agent

Job Title: Broker Client Services Agent

Location: Gauteng, Johannesburg

Application Deadline: May 23, 2025

What will you do?

• Join our Broker Client Services Team as a strong, passionate candidate.
• Display professionalism when dealing with clients and Brokers.
• Attend to incoming queries via phone or email from Brokers and Broker clients.
• Perform underwriting tasks upon client or broker requests.

Minimum Qualifications

• Regulatory Exam (RE 5)
• Matric / NQF 4
• Full FAIS Credits

Minimum Experience

• At least 3 years of insurance administrative experience.
• Exposure to broker or dealer servicing environment.
• Minimum 3 years of Personal Lines Underwriting experience.

Key Responsibilities

• Handle incoming queries via phone or email from Brokers and Broker Clients.
• Assist with amendments to client policies.
• Provide brokers with regular feedback on queries.
• Address QA corrections as identified by the QA department.