Broker Administrator - New Business (Life Insurance)

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:

·         Matric

·         2 or more years’ experience in life insurance industry

·         Computer literate 

·         RE5 will be an advantage 

·         astute & atWORK will be an advantage

·         Afrikaans & English fluent speaking/reading/writing

·         Valid driver’s license & own transport