Broker Support | Durban

The Recruitment Council; Durban; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A premium financial institution in Durban is looking for a Broker Support in Short-Term Insurance to assist a Risk Advisor managing a commercial client portfolio. The role includes handling client renewals, policy issuance, and ensuring compliance with regulations. Candidates must have a Matric, FAIS qualification for short-term insurance, and a minimum of 12 months' relevant experience in brokerage. Excellent client relationship skills are essential, along with strong communication and organisational abilities.

Qualifications

• 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.
• Matric with significant experience in a short-term insurance brokerage.

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.

Skills

Client relationship skills

Communication skills

Data analysis accuracy

Organisational skills

Customer service excellence

Education

FAIS-compliant qualification for Categories 1.2 and 1.6

Matric

RE5 : Regulatory Examination for Representatives

Job description

Role: Broker Support - Short-Term Insurance

Category: Short-Term Insurance

Location: Durban

Salary: Market-Related

Join a premium bank as a Broker 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 organisations 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

• 35 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.