Insurance Broker Assistant

Placements24; South Africa; Hybrid; ZAR 167,000 - 212,000; Full time

Benefits offered by this job

Hybrid work flexibility

Training and development opportunities

Competitive salary

Job summary

Placements24 in Paarl, Western Cape, is seeking an Insurance Broker Assistant to support busy brokerage operations. You will work with brokers to manage client accounts, prepare documents, and respond to inquiries, contributing to excellent client service.

The ideal candidate is proactive, has strong communication skills, and enjoys learning about the insurance industry within a collaborative, hybrid-work environment in Paarl.

Qualifications

• Experience in administrative or customer service roles.
• Familiar with insurance industry is a plus.
• Strong communication and organization required.

Responsibilities

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

Skills

Administrative support

Customer service

Communication skills

Organizational skills

Proactive attitude

Tools

Microsoft Office

Outlook

Excel

Job description

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.