Broker Consultant

DataFin Recruitment; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading recruitment firm based in South Africa is seeking a Broker Consultant to provide extensive administrative support in the Financial Industry. The ideal candidate should possess a Grade 12 qualification and preferably an Administration qualification, with 3-5 years of experience in long-term or funeral insurance. Responsibilities include capturing Broker information, resolving escalations, maintaining relationships, and ensuring accuracy in documentation. Proficiency in MS Office and strong communication skills are essential. This role is vital for supporting Brokers effectively.

Qualifications

• Grade 12/Matric or equivalent qualification required.
• Prefer candidates with an Administration-related qualification.
• 3-5 years' experience in the Financial Industry, preferably in Long Term/Funeral insurance.

Responsibilities

• Capture Broker information on internal system.
• Assist in compiling documentation for Broker applications.
• Follow-up with Brokers for outstanding documentation.
• Address enquiries from Brokers.
• Assist in resolving escalations.

Skills

Excellent written and verbal communication in English

Strong administration and presentation skills

Experience with MS Office

Ability to multitask and manage time effectively

Education

Grade 12 or similar qualification

Administration qualification

Tools

MS Office

Excel

Word

Outlook

Job description

ENVIRONMENT

A dynamic Micro Insurer is seeking a Broker Consultant who will provide high-level administrative support to the Sales Support Department. Excellent MS Office knowledge and attention to detail is a requirement to successfully fulfil this role. You will capture Broker information on the in-house system, coordinate Broker applications, and assist in the resolutions of escalations while performing quality checks on documents and processes. Applicants will need Grade 12/Matric or equivalent and preferably an Administration-related qualification with 3-5 years’ experience in the Financial Industry, Long Term/Funeral insurance and administrator for Brokers.

DUTIES

• Capture Broker information on internal system.
• Assist in compiling all documentation for Broker applications.
• Follow-up with Brokers to obtain outstanding documentation.
• Address enquiries from Brokers.
• Assist in resolving escalations.
• Coordinate with other departments or teams.
• Maintain strong relationships with both internal departments and external Brokers.
• Perform quality checks on documents and processes.
• Maintain high standards of accuracy, compliance and efficiency.
• Identify areas for process improvement and contribute to the implementation of new procedures.
• Provide company administrative support to Brokers.
• Prepare reports, managing client information, and assisting with communication.
• Maintain efficient filing and document control systems.
• Manage service-related calls and tracking progress.
• Assist in preparing reports.
• Manage correspondence and prioritize tasks.

REQUIREMENTS

Qualifications -

• Grade 12 or similar qualification essential.
• Administration qualification is preferred and/or relevant experience.

Experience/Skills -

• Excellent written and verbal communication in English is required.
• Additional Language(s) will be advantageous.
• At least 3 – 5 years’ experience in the Financial Industry, Long Term/Funeral insurance and administrator for Brokers.
• Strong administration and presentation skills.
• Experience with MS Office, intermediate Excel, Word and Outlook are required.

ATTRIBUTES:

• Ability to work with detail and a high level of accuracy.
• Must be able to multitask.
• Able to maintain confidentiality.
• Ability to type quickly and accurately.
• Strong ability to effectively communicate with colleagues, other departments and management.
• Have good time management, deliver results and meet deadlines.
• Be self-motivated, work independently and as part of a team.