Short-term Broker

3RC (Pty) Ltd; Boksburg; On-site; ZAR 350,000 - 500,000; Full time

Job summary

A financial services company in Boksburg seeks a Short Term Broker to build relationships, drive business acquisition, and provide comprehensive support to brokers. The role requires compliance with regulatory standards and effective communication between the company and brokers, ensuring high service delivery standards.

Responsibilities

• Build and maintain strong relationships with brokers and stakeholders.
• Drive new business acquisition and manage existing broker portfolios.
• Provide support to brokers with client claims and policy amendments.
• Manage processing of annual policy renewals for clients.
• Keep brokers informed of product updates and regulatory changes.
• Ensure compliance with FAIS, FICA, POPIA, and applicable regulations.
• Serve as the liaison between the company and brokers.

Job description

Short term Broker

• 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.