Field Broker Support / Client Service Liaison (Long term insurance)
Isilumko Staffing
Pretoria, Gauteng, ZA
4d ago

This is a shoutout to all experienced Field Broker Support clerks / Broker Support administrators with an RE5, Class of Business in Long Term Insurance and Investments with a full Qualification.

Towards Pretoria (Menlyn)

Duties include :

  • Provide full administrative support to the regional sales team
  • Handle telephone enquiries from broker and reps
  • Draft necessary and accurate quotations
  • Verify completeness of policy applications from brokers
  • Distribute correspondence
  • Distribute / handle enquiries regarding commission statements
  • Administrate new business

  • Collate new business and distribute to various data capturers
  • Distribute queries to sales managers and / or brokers and reps in their absence
  • Provide general administration
  • Keep record and escalate Representatives and Brokers client services queries

  • Assist SM with general Admin Duties and Quarterly Meetings.
  • Order stationery and distribute
  • Daily production stats updates
  • Compile weekly car and office marketer roster
  • Compile weekly car usage stats and submitting to H / O
  • Distribution of internal mail
  • Must have :

    Valid and completed Matric

    RE5 ( Long Term Insurance )

    Class of Business in Long term Insurance and Investments

    Recognised full Qualification

    RE 1 (Key individual) an added advantage

    No less than 2 years' Client services / Broker Support administration experience in the long term industry / brokerage

    Valid DOFA

    Clear ITC and criminal record

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