ROLE OVERVIEW:
The Broker Assistant supports daily operations by managing client records, coordinating communication, and ensuring compliance, while maintaining accurate administration and efficient support within a fast-paced broker environment.
Minimum requirements:
Matric.
1-2 years of experience within the Broker environment.
Fully bilingual in Afrikaans and English.
Duties and responsibilities:
Managing and updating client databases, ensuring accurate and confidential record-keeping.
Coordinating meeting logistics, including scheduling, agendas, and minute-taking.
Handling incoming and outgoing correspondence (emails, calls, and courier documents).
Assisting with document preparation for audits and internal compliance checks.
Monitoring and following up on policy processing and status updates with insurers/providers.
Maintaining office filing systems (electronic and physical) in line with regulatory standards.
Supporting onboarding processes for new clients, including document collection and verification.
Liaising with product providers and service partners to resolve administrative queries.
Tracking deadlines for renewals, compliance submissions, and client servicing activities.
Assisting with reporting requirements, including compiling basic operational or client reports.
Managing office supplies and coordinating with vendors/service providers.
Ensuring POPIA compliance when handling sensitive client information.
Providing general support to management with ad hoc administrative tasks.