Insurance Broking Assistant

Placements24; Mossel Bay; On-site; ZAR 150,000 - 230,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Professional development opportunities

Coastal town location

Job summary

Placements24 is seeking an Insurance Broking Assistant to join a dynamic and independent brokerage in Mossel Bay, Western Cape. The role involves supporting brokers with client servicing, policy administration and compliance to ensure smooth operations.

The ideal candidate has 1–2 years of administrative experience in insurance, strong organizational skills, and good communication abilities. Training and development opportunities are provided in a collaborative coastal work environment.

Qualifications

• Grade 12 required; tertiary qualification or insurance cert is a plus.
• 1–2 years of administrative experience, preferably in insurance/financial services.
• Proficiency in MS Office and administration tools.
• Strong written and verbal communication, and attention to detail.

Responsibilities

• Provide admin support to brokers, manage diaries and client correspondence.
• Assist with preparation of insurance quotes and policy documentation.
• Process new business, renewals, endorsements and cancellations in the system.
• Respond to client inquiries regarding policies, claims, and general insurance matters.
• Maintain accurate client records and databases.
• Liaise with insurance providers to obtain quotes and resolve queries.
• Ensure compliance with regulatory requirements and internal procedures.
• Assist with the claims process by gathering information and documentation.
• Support the sales team in achieving business objectives.

Skills

Administrative skills

MS Office

Communication skills

Teamwork

Education

Grade 12

NQF Level 4 insurance certification

Tools

Brokerage management system

Job description

About the Role

Our client, a dynamic and independent insurance brokerage, is seeking a proactive and detail-oriented Insurance Broking Assistant to support their team in Mossel Bay, Western Cape . This role is vital for ensuring the smooth operation of the brokerage, assisting brokers with client servicing, policy administration, and compliance. You will be responsible for managing client records, processing renewals, handling inquiries, and providing administrative support to ensure optimal client satisfaction and business efficiency. The ideal candidate possesses strong organizational skills, excellent communication abilities, and a foundational understanding of the insurance industry. This is a fantastic opportunity to grow your career within a reputable insurance broking firm in a client-facing role.

Key Responsibilities

• Provide administrative support to insurance brokers, including managing diaries and client correspondence.
• Assist with the preparation of insurance quotes and policy documentation.
• Process new business, renewals, endorsements, and cancellations accurately in the brokerage system.
• Respond to client inquiries regarding policies, claims, and general insurance matters.
• Maintain accurate and up-to-date client records and databases.
• Liaise with insurance providers to obtain quotes and resolve policy-related queries.
• Ensure compliance with regulatory requirements and internal brokerage procedures.
• Assist with the claims process by gathering necessary information and documentation.
• Support the sales team in achieving business objectives.

Requirements

• A Grade 12 certificate is required; a relevant tertiary qualification or insurance-related certification (e.g., NQF Level 4) is an advantage.
• Minimum of 1-2 years of experience in an administrative role, preferably within the insurance or financial services sector.
• Proficiency in using brokerage management systems and standard office software (MS Office Suite).
• Excellent organizational skills and a high level of accuracy and attention to detail.
• Strong written and verbal communication skills.
• Ability to work effectively as part of a team and independently.
• Customer-focused attitude with a commitment to providing excellent service.
• Basic understanding of insurance products and principles.
• Willingness to undergo further training and professional development.

Benefits

• Our client offers a competitive entry-level salary with potential for growth based on performance and qualifications.
• Employees receive comprehensive medical aid and retirement fund benefits.
• Our client invests in the professional development of its staff, offering opportunities for relevant industry training and certifications.
• You will join a friendly and supportive work environment in a beautiful coastal town.
• The role provides excellent exposure to all facets of insurance broking and client management.
• Our client also offers generous paid time off and encourages a healthy work-life balance.
• This is an ideal role for an aspiring insurance professional.