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Broker Assistant

Astra Wealth Financial Services

Randburg, Gauteng

Salary not listedFull-time · Posted Yesterday

Customer service roles in retail, banking and BPO reward strong communicators and are a common entry point for matriculants.

This listing does not state a salary. As a guide, customer service roles in South Africa typically pay R7 000 to R17 000 a month (indicative).

Job description

As a Broker Assistant, you will support the Insurance Broker in managing a portfolio
of clients, providing them with the best possible insurance solutions to meet their needs.

Purpose of the Position:
The primary purpose of the Broker Assistant position is to support the Insurance Brokers in providing excellent
customer service to clients, managing and maintaining accurate client records, and ensuring all policies are up to
date. The Broker Assistant will work closely with the Insurance Broker to understand client needs and provide
support in developing and maintaining relationships with clients, insurers, and underwriters.

Responsibilities:

  • Assist Insurance Brokers in assessing clients' insurance needs and providing tailored solutions
  • Develop and maintain relationships with clients, insurers, and underwriters
  • Generate new business opportunities through networking and prospecting
  • Diary Management and general office duites

Coverage for clients

  • Manage and maintain accurate client records and ensure all policies are up to date
  • Provide excellent customer service and follow up with clients on a regular basis
  • Keep up to date with industry trends, changes in legislation, and new products and services

Minimum Requirements:

  • A Grade 12 certificate or equivalent NQF-4 qualification
  • At least 1-2 years of experience in the insurance industry, will serve as a recommendation
  • Knowledge of insurance products, underwriting principles, and risk management practices
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Must have a valid driver's license and own transport

Skills:

  • Customer-focused with a passion for delivering excellent customer service
  • Detail-oriented with the ability to manage and maintain accurate client records
  • Positive attitude with a willingness to learn and develop new skills
  • Team player with the ability to work collaboratively and support the Insurance Brokers
  • Proactive with the ability to identify and generate new business opportunities

Job Type: Full-time

Pay: R7 000,00 - R10 000,00 per month

Work Location: In person

Good to know

What does this customer service job pay?

This listing does not state a salary. As a guide, customer service roles in South Africa typically pay R7 000 to R17 000 a month (indicative).

Do I need experience for customer service jobs in Randburg?

Many customer service roles in Randburg are open to candidates with little or no experience. Read the listing for its exact requirements.

How do I apply for this job?

Tap "Apply on Indeed" to open the original listing, where you can read the full description and apply directly. JobsZA never charges you to apply, and you should never pay money to get a job.

Found on Indeed · Posted Yesterday

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