Broker Administrator - New Business East

Job Title:

Broker Administrator - New Business (Pretoria East)

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 and atWORK will be an advantage
Afrikaans and English fluent speaking/reading/writing
Valid driver’s license and own transport