Broker Administrator - New Business (Life Insurance)
Location: Pretoria East, Gauteng
Salary: R12 000.00
Duties and Responsibilities:
- Assist in identifying and targeting potential clients
- Follow up on leads and facilitate initial client meetings
- Assist in the preparation, processing, and administration of new policy applications
- Maintain up-to-date records of client policies and ensure all documentation is accurate
- Monitor policy renewals, updates, and cancellations
- Provide ongoing support to existing clients, addressing queries, and resolving issues
- Assist with policy amendments, claims processes, and any other client service needs
- Manage and organize client files, records, and correspondence
- Prepare reports and documentation for internal use and client presentations
- Work closely with brokers, sales teams, and other departments to ensure seamless service delivery
- Support the development and implementation of strategies to enhance client acquisition and retention
- Ensure adherence to industry regulations, company policies, and ethical standards
- Stay updated with changes in industry regulations and market trends
Qualifications and Skills:
- 2 or more years’ experience in life insurance industry
- Computer literate
- RE5 will be an advantage
- astute & atWORK will be an advantage
- Valid driver’s license & own transport
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