Insurance Broker

Avrio Financial Services; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services brokerage in Boksburg is seeking an experienced Insurance Broker to manage client portfolios and provide tailored financial advice. The ideal candidate will have a minimum of 2 years experience, a Matric qualification, and the RE5 Regulatory exam. Strong communication and customer service skills are essential. This full-time role offers the opportunity to make a significant impact in a dynamic environment.

Qualifications

• Minimum 2 years experience in Insurance Brokerage.
• Strong understanding of financial products and services.
• Exceptional customer service orientation.

Responsibilities

• Manage client portfolios and provide tailored advice.
• Process insurance claims and applications.
• Conduct market research to stay informed on trends.

Skills

Insurance Brokerage expertise

Customer Service skills

Communication skills

Finance and Retirement Planning knowledge

Education

Matric

RE5 Regulatory exam

Tools

Insurance brokerage software

Job description

Company Description

Avrio Financial Services is a specialist insurance brokerage offering a comprehensive approach to financial planning.

Based in Boksburg, our services encompass a wide range of financial needs including investments, life insurance, medical aid, gap cover, wills & estates, commercial insurance, personal insurance, marine insurance, transport insurance, and bond origination.

We are dedicated to providing expert solutions to meet both short-term and long-term financial requirements, including offshore needs.

Role Description

This is a full-time role based in Boksburg for an Insurance Broker.

The Insurance Broker will be responsible for managing client portfolios, providing tailored insurance and financial advice, processing insurance claims and applications, and maintaining strong relationships with clients.

Daily tasks include assessing clients' insurance needs, recommending suitable insurance products, and conducting market research to stay updated with the latest trends and policies in the insurance sector.

The role also involves ensuring compliance with industry regulations and providing top-notch customer service.

Qualifications

• Minimum 2 years experience with supervision being completed.
• Matric
• RE5 Regulatory exam for representatives.

Requirements

• Expertise in Insurance Brokerage and Insurance knowledge.
• Strong background in Finance and Retirement Planning.
• Exceptional Customer Service skills.
• Relevant industry certifications and qualifications are a plus.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively within a team.
• Proficiency in using insurance brokerage software and tools.