Broker – Short-Term Insurance

Overview

Join a premium bank as a Broker Support – Short-Term Insurance in Durban. In this client-facing role, you’ll support a Risk Advisor in servicing and managing a portfolio of commercial short-term insurance clients. We’re looking for someone who can drive operational excellence, build trusted relationships, and ensure a seamless client experience.

• Service and manage a portfolio of commercial clients.
• Handle policy renewals, endorsements, retentions, and general queries.
• Support the Risk Advisor with client onboarding, quoting, and policy issuance.
• Verify and update client data accurately.
• Ensure adherence to underwriting guidelines and service level agreements (SLAs).
• Maintain compliance with FAIS and internal risk and governance standards.
• Contribute to operational improvements and customer-focused service delivery.
• Actively participate in building a culture aligned with the organisation’s values and transformation goals.

• Matric.
• FAIS-compliant qualification for Categories 1.2 and 1.6 (Short-Term Personal & Commercial Lines).
• RE5:
  Regulatory Examination for Representatives.
• DOFA for Cat 1.2 and 1.6 must reflect 12+ months of experience.

• 3–5 years in a short-term insurance brokerage environment.
• Solid experience in Commercial Lines (non-negotiable).

• Strong client relationship and communication skills.
• Knowledge of short-term insurance regulations and products.
• Understanding of risk and compliance principles.
• Accuracy in data analysis and documentation.
• Planning, organising, and customer service excellence.