Job Description

Purpose of the Role:

To provide underwriting and administrative support to broker consultants, ensuring efficient processing of quotations, client service, and operational tasks that contribute to the achievement of sales targets and client retention.

Key Responsibilities:

Apply underwriting guidelines and rules to compile accurate quotations for commercial and personal lines insurance. Assist broker consultants with day-to-day administration and sales support functions. Manage and organize documentation, including maintaining detailed client records. Respond to client and broker queries--both written and verbal--professionally and within agreed service levels. Track, record, and report on policy transactions and renewals. Organize broker consultants' diaries and client appointments. Prepare and dispatch welcome packs to new clients and follow up on outstanding documents. Identify upsell/cross-sell opportunities within existing client portfolios and flag for broker consultants. Support the maintenance of client relationships by ensuring a high standard of service delivery. Ensure adherence to FAIS compliance requirements at all times. Compile month-end summaries and assist in reporting for internal tracking and performance reviews. Collaborate with underwriting and administrative teams to ensure seamless handovers and process flow.

Minimum Requirements:

150 NQF Level 4 credits. FAIS compliant (Commercial & Personal Lines). RE 5 Certification. 1-3 years' experience in a short-term insurance environment, ideally in underwriting or broker support. Technical knowledge of short-term insurance products and underwriting principles.

Key Competencies:

Excellent attention to detail and administrative accuracy. Strong communication skills (verbal and written). Client-centric with a professional, service-oriented approach. Ability to prioritize and manage multiple tasks in a fast-paced environment. Proficient in Microsoft Office and relevant insurance systems. Organised, proactive, and able to work independently and within a team
Job Type: Full-time

Work Location: In person