Broker support – Short-Term Insurance | Durban

The Recruitment Council; Durban; On-site; ZAR 350,000 - 550,000; Full time

Job summary

A leading company in the financial services sector is seeking a Broker Support for Short-Term Insurance in Durban. The role involves supporting a Risk Advisor, managing client portfolios, and ensuring compliance with regulations. The ideal candidate will have significant experience in the insurance field, strong client relationship skills, and a commitment to operational excellence.

Qualifications

• FAIS compliance with 12+ months in relevant categories required.
• Experience in commercial lines is essential.
• 3-5 years in a short-term insurance brokerage environment.

Responsibilities

• Service and manage a portfolio of commercial clients.
• Handle policy renewals, endorsements, and general queries.
• Support Risk Advisor in client onboarding and policy issuance.

Skills

Client relationship skills

Communication skills

Data analysis skills

Customer service excellence

Education

FAIS-compliant qualification for Categories 1.2 and 1.6

RE5: Regulatory Examination for Representatives

Matric

Job description

Join a premium bank as aBroker Support – Short-Term Insurance in Durban. In this client-facing role, you’ll support a Risk Advisor in servicing and managing a portfolio of commercial short-term insurance clients. We’re looking for someone who can drive operational excellence, build trusted relationships, and ensure a seamless client experience.

Key Responsibilities:

• Service and manage a portfolio of commercial clients.
• Handle policy renewals, endorsements, retentions, and general queries.
• Support the Risk Advisor with client onboarding, quoting, and policy issuance.
• Verify and update client data accurately.
• Ensure adherence to underwriting guidelines and service level agreements (SLAs).
• Maintain compliance with FAIS and internal risk and governance standards.
• Contribute to operational improvements and customer-focused service delivery.
• Actively participate in building a culture aligned with the organisation’s values and transformation goals.

Requirements:

• Matric.
• FAIS-compliant qualification for Categories 1.2 and 1.6 (Short-Term Personal & Commercial Lines).
• RE5: Regulatory Examination for Representatives.
• DOFA for Cat 1.2 and 1.6 must reflect 12+ months of experience.

Experience:

• 3–5 years in a short-term insurance brokerage environment.
• Solid experience in Commercial Lines (non-negotiable).

Key Competencies & Knowledge:

• Strong client relationship and communication skills.
• Knowledge of short-term insurance regulations and products.
• Understanding of risk and compliance principles.
• Accuracy in data analysis and documentation.
• Planning, organising, and customer service excellence.