Job details

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Pay

R7000 - R10000 a month

Job type

Full-time

Location

Randburg, Gauteng

Full job description

As a Broker Assistant, you will support the Insurance Brokers in managing a portfolio of clients, providing them with the best possible insurance solutions to meet their needs.

Purpose of the Position:
The primary purpose of the Broker Assistant position is to support the Insurance Brokers in providing excellent customer service to clients, managing and maintaining accurate client records, and ensuring all policies are up to date. The Broker Assistant will work closely with the Insurance Brokers to understand client needs and provide support in developing and maintaining relationships with clients, insurers, and underwriters.

Responsibilities:

Assist Insurance Brokers in assessing clients' insurance needs and providing tailored solutions
Develop and maintain relationships with clients, insurers, and underwriters
Generate new business opportunities through networking and prospecting
Diary management and general office duties

Coverage for clients:

Manage and maintain accurate client records and ensure all policies are up to date
Provide excellent customer service and follow up with clients on a regular basis
Keep up to date with industry trends, changes in legislation, and new products and services

Minimum Requirements:

A Grade 12 certificate or equivalent NQF-4 qualification
At least 1-2 years of experience in the insurance industry, which will serve as a recommendation
Knowledge of insurance products, underwriting principles, and risk management practices
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Must have a valid driver's license and own transport

Skills:

Customer-focused with a passion for delivering excellent customer service
Detail-oriented with the ability to manage and maintain accurate client records
Positive attitude with a willingness to learn and develop new skills
Team player with the ability to work collaboratively and support the Insurance Brokers
Proactive with the ability to identify and generate new business opportunities

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Astra Wealth Financial Services

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