Entry-Level Insurance Broker Assistant: Training & RE5 Support

Morton Moore Pty Ltd; Pretoria; On-site; ZAR 120,000 - 180,000; Full time

Benefits offered by this job

On-the-job training

Support toward RE5 and industry quals

Market-related salary

Job summary

Morton Moore Pty Ltd in Pretoria East is seeking a motivated Broker Assistant to provide administrative and client service support to the broking team. This entry-level role includes full training and support towards industry qualifications.

You will handle day-to-day admin, prepare quotations and policies, and assist with renewals and client inquiries while developing in short-term insurance.

Qualifications

• Matric (Grade 12) is required.
• Interest or exposure to short-term insurance or financial services.
• Strong admin and organisational skills.
• Proficient in MS Word, Excel and Outlook.
• Excellent attention to detail and accuracy.
• Professional telephone and email manner.
• Willingness to study towards RE5 and an NQF 4 short-term insurance qualification.
• Fluency in English; Afrikaans is advantageous.

Responsibilities

• Provide day-to-day administrative support to 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; escalate technical matters to the broker.
• Request and follow up on FICA, FAIS and supporting documentation.
• Process policy amendments, endorsements and cancellations under broker supervision.
• Assist with renewal preparation and premium comparisons.
• Liaise with insurers on quotations, confirmations and requirements.
• Log claims notifications and assist with claim documentation submission.
• Maintain filing systems in line with POPIA requirements.
• Prepare weekly and monthly reports on new business and renewals.
• Provide general office and reception support as needed.

Skills

Administrative skills

Organisational skills

MS Word

MS Excel

MS Outlook

Attention to detail

Communication skills

Teamwork

English fluency

Education

Matric (Grade 12)

NQF Level 4 short-term insurance (in progress)

RE5 study (in progress)

Job description

Morton Moore Pty Ltd in Pretoria East is seeking a motivated Broker Assistant to provide administrative and client service support to the broking team. This entry-level role includes full training and support towards industry qualifications.

You will handle day-to-day admin, prepare quotations and policies, and assist with renewals and client inquiries while developing in short-term insurance.