Insurance Broker - Bellville, Western Cape

Only for registered members Bellville, Western Cape, South Africa

2 hours ago

Default job background
Broker Consultant · Location: · Western Cape – Bellville · Employment Type: · Permanent · Working Hours: · Monday to Friday | 08h00 – 16h30 · Role Overview · A well-established organisation within the · financial services / funeral insurance · sector is seeking a detail-oriented ...
Job description

Broker Consultant

Location:
Western Cape – Bellville

Employment Type:
Permanent

Working Hours:
Monday to Friday | 08h00 – 16h30

Role Overview

A well-established organisation within the
financial services / funeral insurance
sector is seeking a detail-oriented and self-motivated
Broker Consultant
to provide administrative and operational support to the Sales Support function. This role requires strong coordination, documentation control, and broker liaison skills.

Key Responsibilities

  • Capture broker information accurately on internal systems
  • Compile and manage broker application documentation
  • Follow up with brokers on outstanding documentation
  • Handle broker queries and assist with resolving escalations
  • Liaise with internal departments to support broker processes
  • Maintain strong relationships with internal teams and external brokers
  • Perform quality checks to ensure accuracy and compliance
  • Maintain effective filing and document control systems
  • Prepare reports and manage correspondence
  • Identify process improvements and support implementation of new procedures

Minimum Requirements

  • Grade 12 (essential)
  • Administration qualification or relevant experience (advantageous)
  • 3–5 years' experience in Financial Services, Long-Term or Funeral Insurance
  • Prior experience providing administrative support to brokers
  • Excellent written and verbal English communication skills
  • Proficiency in MS Office, including intermediate Excel
  • Strong organisational skills with high attention to detail

Ideal Attributes

  • Strong multitasking ability
  • High level of accuracy and confidentiality
  • Professional communication style
  • Ability to work independently and within a team
  • Good time management and deadline-driven

A 6-month probation period will apply. Employment equity principles will be applied.



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