Broker Support & Operations Specialist

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

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.