BROKER ASSISTANT

🛡️ BROKER ASSISTANT - SHORT TERM INSURANCE 🛡️ 

 Our client is seeking an outgoing, client-focused, and task-driven Broker Assistant to join their insurance brokerage team in Lyttelton, Pretoria! 

📍 Location: Lyttelton, Pretoria
💰 Salary: R12,000 – R18,000 per month

Essential Qualifications:
✅ RE5 Certificate (essential)
✅ General Cross Professional Development (CPD) points
✅ 3+ years’ experience in the short-term insurance industry (preferred)
✅ General knowledge of the short-term insurance industry
✅ Own transport & valid Code B driver's license
 
Essential Experience:
🛡️ 3+ years in the short-term insurance industry
📋 Policy administration and client engagement
 📊 Record keeping and engagement management
💻 Microsoft Office (Excel & Outlook proficiency essential)
🖥️ Industry-related admin programs and platforms

Key Responsibilities:
Client Service & Administration:
😊 Deal with clients on a day-to-day basis, delivering exceptional service
⚡ Maintain a high customer satisfaction score and fast first-response times
📋 Manage and administer policies accurately and efficiently
 📁 Maintain detailed and up-to-date records of all client engagements
 
Essential Skills:
💪 Outgoing personality and easy to work with
🎯 Task-driven and results-oriented
🧠 Self-disciplined in record keeping and administration
 🗣️ Strong client communication and interpersonal skills
 💻 Proficient in Microsoft Excel and Outlook
📈 Ability to grow into a management position over time