Broker Consultant (CPT)

ENVIRONMENT:

A dynamic Micro Insurer is seeking a Broker Consultant who will provide high-level administrative support to the Sales Support Department. Excellent MS Office knowledge and attention to detail is a requirement to successfully fulfil this role. You will capture Broker information on the in-house system, coordinate Broker applications, and assist in the resolutions of escalations while performing quality checks on documents and processes. Applicants will need Grade 12/Matric or equivalent and preferably an Administration-related qualification with 3-5 years’ experience in the Financial Industry, Long Term/Funeral insurance and administrator for Brokers.

DUTIES:

• Capture Broker information on internal system.


• Assist in compiling all documentation for Broker applications.


• Follow-up with Brokers to obtain outstanding documentation.


• Address enquiries from Brokers.


• Assist in resol...