Insurance Broker Assistant

Placements24; Graafwater; Hybride; ZAR 96 000 - 144 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Performance-based bonuses

Training and development

Exposure to insurance brokerage

Hybrid work flexibility

Supportive team environment

Résumé du poste

Placements24 is seeking a motivated Insurance Broker Assistant in Paarl. The role supports brokers with client communications, documentation, and inquiries while maintaining organized client records. A proactive, detail-oriented mindset and strong communication skills are essential.

The position offers a competitive salary with potential bonuses, hybrid work flexibility, and opportunities for training and development within the insurer role in the Western Cape.

Qualifications

• Previous administrative or customer service experience is required; insurance industry experience is a plus.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Excellent organizational skills and attention to detail.
• Strong communication and interpersonal abilities.
• A proactive attitude and willingness to learn the insurance business.

Responsabilités

• Assist insurance brokers with client communications, scheduling, and follow-ups.
• Prepare and process insurance quotes, applications, and policy documents.
• Maintain accurate client records and manage the brokerage's filing system.
• Respond to client queries regarding policies, claims, and general information.
• Support brokers in gathering necessary information for policy renewals and new business acquisition.

Connaissances

Administrative experience

Customer service experience

Communication skills

Organizational skills

Proactive attitude

Outils

Microsoft Office Suite

Description du poste

About the Role

Our client is seeking a motivated and organized Insurance Broker Assistant to support their bustling brokerage in Paarl . This role is essential for ensuring the smooth day-to-day operations of the brokerage, providing vital administrative and client support. You will work closely with brokers to manage client accounts, prepare documentation, and assist with inquiries, playing a key part in delivering exceptional service to clients. The ideal candidate is proactive, possesses excellent communication skills, and is eager to learn and grow within the insurance industry in the scenic Western Cape.

Key Responsibilities

• Assist insurance brokers with client communications, scheduling, and follow-ups.
• Prepare and process insurance quotes, applications, and policy documents.
• Maintain accurate client records and manage the brokerage's filing system.
• Respond to client queries regarding policies, claims, and general information.
• Support brokers in gathering necessary information for policy renewals and new business acquisition.

Requirements

• Previous administrative or customer service experience is required; insurance industry experience is a plus.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Excellent organizational skills and attention to detail.
• Strong communication and interpersonal abilities.
• A proactive attitude and willingness to learn the insurance business.

Benefits

• Competitive salary and potential for performance-based bonuses.
• Opportunities for training and professional development within the insurance sector.
• Exposure to various aspects of the insurance brokerage business.
• A supportive team environment in Paarl , with hybrid work flexibility.
• Contribution to a client-focused and reputable insurance brokerage.