Insurance Broker Assistant

Time Personnel; Durbanville; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading independent Financial Advisory firm in Durbanville is seeking an Insurance Broker Assistant. The role involves building strong relationships with brokers, providing comprehensive support, and ensuring compliance with industry regulations. The ideal candidate has 2–3 years of experience in short-term insurance and is bilingual in English and Afrikaans. This position offers a chance to grow a rewarding career in financial services.

Qualifications

• 2–3 years of proven experience as a Broker Consultant within the short-term insurance sector.
• Bilingual in English and Afrikaans (written and spoken).
• Valid driver’s license and access to reliable personal transport.

Responsibilities

• Build and maintain strong relationships with brokers and financial advisers.
• Provide comprehensive support to brokers including client claims and policy amendments.
• Manage the processing of annual policy renewals for clients.

Skills

Communication skills

Problem-solving abilities

Analytical mindset

Client relationship skills

Organisational skills

Self-driven

Education

Matric (Grade 12) qualification

Tools

MS Office

CRM platforms

Quoting software

Job description

Insurance Broker Assistant required in Durbanville.

Have experience in short-term insurance, long-term insurance, medical aid, or annuities? Our client, a leading independent Financial Advisory firm in Cape Town’s Northern Suburbs, is looking for a Broker Assistant to join their growing team.

This is an exciting chance to build your skills, gain hands‑on exposure, and grow a rewarding career in financial services.

Requirements:

• Matric (Grade 12) qualification
• 2–3 years of proven experience as a Broker Consultant within the short-term insurance sector
• Valid driver’s license and access to reliable personal transport
• Proficient in MS Office, CRM platforms, and quoting software
• In-depth understanding of short-term insurance products and industry standards
• Bilingual in English and Afrikaans (written and spoken)
• Exceptional communication, negotiation, and client relationship skills
• Strong problem‑solving abilities and analytical mindset
• Highly self‑driven, able to work independently and manage time effectively
• Excellent organisational and administrative capabilities

Duties and Responsibilities:

• Build and maintain strong relationships with brokers, financial advisers, and key stakeholders
• Drive new business acquisition while ensuring the retention and growth of existing broker portfolios
• Provide comprehensive support to brokers, including assistance with client claims, policy amendments, general enquiries, and administrative tasks related to personal and commercial short‑term insurance
• Manage the efficient processing of annual policy renewals for short‑term insurance clients
• Keep brokers informed of product updates, regulatory changes, and industry developments
• Ensure full compliance with FAIS, FICA, POPIA, and all other applicable legislation and regulatory requirements
• Serve as the key liaison between the company and brokers, as well as between brokers and their clients, to uphold a high standard of service delivery