Broker Administrator - New Business

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