Broker Consultant; CPT

SUMMARY

A dynamic Micro Insurer is seeking a Broker Consultant who will provide high-level administrative support to the Sales Support Department. Excellent MS Office knowledge and attention to detail is a requirement to successfully fulfil this role. You will capture Broker information on the in-house system, coordinate Broker applications, and assist in the resolutions of escalations while performing quality checks on documents and processes.

A dynamic Micro Insurer is seeking a Broker Consultant who will provide high-level administrative support to the Sales Support Department. Excellent MS Office knowledge and attention to detail is a requirement to successfully fulfil this role. You will capture Broker information on the in-house system, coordinate Broker applications, and assist in the resolutions of escalations while performing quality checks on documents and processes.

Applicants will need Grade 12/Matric or equivalent and preferably an Administration-related qualification with 3-5 years’ experience in the Financial Industry, Long Term/Funeral insurance and administrator for Brokers.

• Capture Broker information on internal system.
• Assist in compiling all documentation for Broker applications.
• Follow-up with Brokers to obtain outstanding documentation.
• Address enquiries from Brokers.
• Assist in resolving escalations.
• Coordinate with other departments or teams.
• Maintain strong relationships with both internal departments and external Brokers.
• Perform quality checks on documents and processes.
• Maintain high standards of accuracy, compliance and efficiency.
• Identify areas for process improvement and contribute to the implementation of new procedures.
• Provide company administrative support to Brokers.
• Prepare reports, managing client information, and assisting with communication.
• Maintain efficient filing and document control systems.
• Manage service-related calls and tracking progress.
• Assist in preparing reports.
• Manage correspondence and prioritize tasks.

• Grade 12 or similar qualification essential.
• Administration qualification is preferred and/or relevant experience.

• Excellent written and verbal communication in English is required.
• Additional Language(s) will be advantageous.
• At least 3 – 5 years’ experience in the Financial Industry, Long Term/Funeral insurance and administrator for Brokers.
• Strong administration and presentation skills.
• Experience with MS Office, intermediate Excel, Word and Outlook are required.

• Ability to work with detail and a high level of accuracy.
• Must be able to multitask.
• Able to maintain confidentiality.
• Ability to type quickly and accurately.
• Strong ability to effectively communicate with colleagues, other departments and management.
• Have good time management, deliver results and meet deadlines.
• Be self-motivated, work independently and as part of a team.