Broker Assistant (STI)

Our client, a well-established short-term insurance brokerage in Pretoria East, is looking for a Broker Assistant to provide administrative and client service support to their broking team. This is an entry-level opportunity ideally suited to a strong administrator with a genuine interest in short-term insurance who is looking to be developed within the industry. Full training and support towards industry qualifications will be provided.

Key Responsibilities

• Provide day-to-day administrative support to the brokers, including diary coordination and appointment scheduling
  
• Prepare quotations, policy documents, schedules and client presentation packs
  
• Capture and update client, policy and risk information accurately on the brokerage system
  
• Handle incoming client queries by telephone and email, escalating technical matters to the responsible broker
  
• Request and follow up on outstanding FICA, FAIS and supporting client documentation
  
• Process policy amendments, endorsements and cancellations under broker supervision
  
• Assist with renewal preparation, including gathering renewal data and preparing premium comparisons
  
• Liaise with insurers regarding quotations, cover confirmations and outstanding requirements
  
• Log claims notifications and assist clients with the completion and submission of claim documentation
  
• Maintain accurate electronic and physical filing systems in line with POPIA requirements
  
• Prepare weekly and monthly reports on new business, renewals and outstanding items
  
• Provide general office and reception support to the broking team when required
  

Requirements

Requirements

• Matric (Grade 12)
  
• Some exposure to, or a demonstrable interest in, short-term insurance, broking or financial services
  
• Strong administrative and organisational skills
  
• Good computer literacy, particularly MS Word, Excel and Outlook
  
• Excellent attention to detail and a high standard of accuracy
  
• Professional and friendly telephone and email manner
  
• Ability to work effectively within a team and take direction
  
• Willingness to study towards RE5 and an NQF Level 4 short-term insurance qualification
  
• Fluency in English; Afrikaans proficiency advantageous
  

Benefits

Benefits and Compensation

Our client is offering a market-related salary, depending on experience, together with company benefits, on-the-job training, and financial support towards RE5 and industry qualifications for the right candidate.

Enquiries and Applications

Should you have any further enquiries regarding this opportunity, please email applications@morton-moore.com​. Please note that only shortlisted candidates will be contacted for an interview, during which the position, client requirements and recruitment process will be discussed in more detail.

Recruitment and POPIA Disclaimer

This vacancy is advertised by Morton Moore, acting as a recruitment agency on behalf of our client. By submitting your application, CV and supporting information, you acknowledge that your personal information will be collected and processed for legitimate recruitment and employment related purposes in accordance with the Protection of Personal Information Act, 4 of 2013 (POPIA). Your information may be assessed against the requirements of this vacancy and, where appropriate and subject to applicable legal requirements, shared with the relevant client and service providers involved in the recruitment process. Applications are subject to the requirements and selection criteria of the client, and submission of an application does not guarantee an interview, placement or offer of employment. Morton Moore reserves the right, together with its client, not to proceed with or fill the vacancy. No fees will be charged to candidates for recruitment or placement services. Any employment offer will be made by the client and will remain subject to the client’s applicable employment, verification and onboarding requirements.