Entry-Level Insurance Broker Assistant - Admin & Training

Morton Moore Financial Services; Pretoria; On-site; ZAR 120,000 - 180,000; Full time

Benefits offered by this job

On-the-job training

RE5 support

Industry qualifications support

Job summary

Morton Moore Financial Services in Pretoria East is seeking an entry-level Broker Assistant to provide administrative and client service support to the broking team. The role offers full training and development toward industry qualifications, with support for RE5 and NQF Level 4 qualifications.

The successful candidate will handle diary coordination, quotations, policy documents and client data, while maintaining accurate records and delivering professional client service.

Qualifications

• Matric (Grade 12) and interest in short-term insurance or financial services.
• Willingness to study towards RE5 and an NQF Level 4 short-term insurance qualification.
• Good computer literacy and accuracy.

Responsibilities

• Provide day-to-day administrative support to the brokers, including diary coordination and appointment scheduling.
• Prepare quotations, policy documents, schedules and client presentation packs.
• Capture and update client, policy and risk information on the brokerage system.
• Handle client queries by telephone and email, escalating to the broker as needed.
• Assist with renewal preparation and premium comparisons.
• Liaise with insurers regarding quotations, cover confirmations and requirements.
• Log claims notifications and assist with claim documentation.

Skills

Administrative skills

Attention to detail

Communication skills

Teamwork

Education

Matric (Grade 12)

NQF Level 4 short-term insurance qualification

RE5

Tools

MS Word

MS Excel

MS Outlook

Job description

Morton Moore Financial Services in Pretoria East is seeking an entry-level Broker Assistant to provide administrative and client service support to the broking team. The role offers full training and development toward industry qualifications, with support for RE5 and NQF Level 4 qualifications.

The successful candidate will handle diary coordination, quotations, policy documents and client data, while maintaining accurate records and delivering professional client service.