Insurance Broker Assistant: Training & Qualifications

Morton Moore; Pretoria; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

On-the-job training

RE5 and industry qualifications 지원

Market-related salary

Job summary

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

You will coordinate diaries, prepare documents, and maintain client records while learning short-term insurance under guided supervision. Strong admin skills and a customer-focused approach are essential.

Qualifications

• Matric (Grade 12) is required.
• Some exposure to, or demonstrable interest in, short-term insurance.
• Strong administrative and organisational skills.
• Good computer literacy in MS Word, Excel and Outlook.
• Attention to detail and high accuracy.

Responsibilities

• Provide day-to-day administrative support to brokers and coordinate diaries.
• Prepare quotations, policy documents, schedules and client presentations.
• Capture and update client, policy and risk information on the brokerage system.
• Handle client queries via telephone and email, escalating to brokers as needed.
• Request and follow up on FICA, FAIS and other documentation.
• Process policy amendments, endorsements and cancellations under supervision.
• Assist with renewal data collection and premium comparisons.
• Liaise with insurers for quotations and cover confirmations.
• Log claims notifications and assist clients with documentation.
• Maintain filing systems in line with POPIA requirements.
• Prepare weekly and monthly reports on new business and renewals.
• Provide general office and reception support.

Skills

Administrative skills

Telephone & email etiquette

Teamwork

Attention to detail

Organisational skills

Education

Matric (Grade 12)

RE5 study or NQF4 short-term insurance qualification

Tools

MS Word

MS Excel

MS Outlook

Job description

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

You will coordinate diaries, prepare documents, and maintain client records while learning short-term insurance under guided supervision. Strong admin skills and a customer-focused approach are essential.