Job Available
Broker Assistant
Bloemfontein
Permanent
Description of Duties
The Broker Assistant provides comprehensive administrative support to the broker across life, short-term, and investment products. The role involves handling documentation, processing applications, managing compliance, and maintaining efficient filing systems while enhancing the departments efficiency.
LIFE and INVESTMENTS
Request quotations, prepare compliance documents, submit applications.
Follow up on requirements, download statements, manage claims.
Handle policy changes, renewals, cancellations, and broker appointments.
Maintain filing systems.
2.
GROUP LIFE and ANNUITIES
Process beneficiary changes, life and income protection claims.
Prepare compliance documents, maintain filing systems.
SHORT TERM ADMINISTRATION
Prepare compliance documents, manage claims, adjustments, renewals, cancellations.
Handle unpaid debit orders, cover confirmations, and broker appointments.
Maintain filing systems.
GENERAL and AD HOC TASKS
Assist with general tasks, HR coordination, reports, phone calls, and reception duties.
Qualifications
Minimum of 2-3 years in a brokerage environment handling short-term, life, and investment products.
Proficient in Microsoft Office Suite.
Fully bilingual. (Afrikaans and English)
Grade 12 Certificate.
Valid Drivers License.
Strong organizational and communication skills.
Ability to multitask under pressure.
Professionalism and attention to detail.
Salary
Consultant
Liz Botha