Broker Liaison

The Legends Agency; Johannesburg; On-site; ZAR 400 000 - 500 000; Full time

Job summary

An established industry player is seeking a detail-oriented Broker Liaison to enhance their broker network. In this pivotal role, you will support broker operations through effective administrative coordination and client communication. Your responsibilities will include managing data in the CRM system, ensuring accurate onboarding, and liaising with clients and brokers. This is a fantastic opportunity to join a dynamic team where your organizational skills and attention to detail will make a significant impact. If you thrive in a fast-paced environment and are passionate about delivering exceptional service, this role is perfect for you.

Qualifications

• Matric certificate or higher required.
• Strong administrative and organisational skills essential.

Responsibilities

• Support broker operations and ensure smooth onboarding.
• Maintain and manage data within the CRM system.
• Liaise with clients to obtain necessary documentation.

Skills

Administrative Skills

Communication Skills

Attention to Detail

Organisational Skills

CRM Management

Interpersonal Skills

Initiative

Education

Matric Certificate

Tools

CRM System

Job description

Broker Liaison

Location: Johannesburg
Salary: R12,500 R15,000 (depending on experience)

Are you a well-organised, detail-oriented individual with a knack for communication? Were looking for a dedicatedBroker Liaison to join our growing team and support our broker network with efficient administrative coordination and client communication.

Role Overview:

The Broker Liaison plays a crucial role in supporting our broker operations, ensuring smooth onboarding, data accuracy, and effective communication with both brokers and clients. You will act as a key link between internal systems, our broker team, and external stakeholders.

Key Responsibilities:

• Confirm Agency Status and verify product-specific training when quotes are requested.
• Initiate agency setup by liaising with the broker and, when necessary, with Lombard.
• Check if brokers are registered on MyMembership; facilitate completion of Broker Info Sheets and upload to system.
• Liaise with clients to obtain banking details and other supporting documentation as required.

• Maintain and manage data within our internal CRM system.

• Assist Broker Relationship Managers by verifying the accuracy of proposal forms.

Qualifications & Experience:

• Matric certificate (or higher).

• Proficiency in English (spoken and written).

• Strong administrative and organisational skills.

• Comfortable engaging professionally with both brokers and clients.

• Prior experience in a financial services or insurance environment will be advantageous but not required.

• Excellent interpersonal and communication skills.

• Attention to detail and accuracy in data handling.

• Comfortable using CRM systems and managing documentation.

• Able to work independently and take initiative.