Broker Assistant (CertiSure) – Bultfontein x1
Position Details
- Job Title: Broker Assistant
- Company: CertiSure
- Location: Bultfontein
- Reference Number: 2705
- Employment Type: Permanent
- Work Level: Mid-Level
- Salary: Market Related
- Closing Date: 18 June 2026
- EE Position: No
Job Purpose
The Broker Assistant is responsible for providing comprehensive administrative and operational support to the Broker by managing insurance-related processes, maintaining client records, handling policy administration, and ensuring efficient service delivery. The role focuses on supporting asset and crop insurance activities while maintaining excellent client relationships and ensuring compliance with insurance regulations and company procedures.
Key Responsibilities
Insurance Administration
- Assist with asset and crop insurance administration.
- Prepare and process insurance quotations.
- Manage policy administration and policy amendments.
- Coordinate policy renewals and ensure timely processing.
- Confirm insurance cover and policy details with clients.
- Maintain accurate insurance records and documentation.
- Update insurance systems with relevant policy information.
- Ensure compliance with insurance regulations and company standards.
Claims Management
- Receive and process insurance claims.
- Collect and verify supporting claim documentation.
- Liaise with clients regarding claim progress and requirements.
- Monitor claim status and provide updates to the Broker and clients.
- Ensure claims are processed accurately and within required timelines.
Client Service and Communication
- Serve as a professional point of contact for clients.
- Respond to client enquiries regarding policies, claims, and renewals.
- Maintain strong client relationships through effective communication.
- Assist clients with insurance-related documentation and requirements.
- Ensure high levels of client satisfaction through prompt service delivery.
Database and Record Management
- Maintain and update client databases.
- Ensure client information is accurate and up to date.
- Organize and maintain filing systems for insurance records.
- Capture and manage policy information electronically and manually.
- Ensure confidentiality and security of client information.
Office Administration
- Manage appointments and schedules for the Broker.
- Handle correspondence, emails, and general office communications.
- Support daily office operations and administrative activities.
- Assist with general clerical and administrative duties.
- Provide basic IT-related administrative support where required.
Minimum Requirements
Essential Qualifications
- National Senior Certificate (Grade 12 / Matric).
Advantageous Qualifications
- Regulatory Examination (RE) certification.
- Short-Term Insurance qualification.
- Insurance-related certificates or qualifications.
Experience
- Minimum 2 years of relevant experience in a similar administrative, broker support, insurance, or financial services role.
Required Skills and Competencies
Technical Skills
- Insurance administration knowledge.
- Policy management and documentation.
- Claims processing knowledge.
- Computer literacy and database management.
- Microsoft Office proficiency.
- Record keeping and filing systems management.
Core Competencies
- Strong administrative skills.
- Excellent organizational abilities.
- High attention to detail and accuracy.
- Client service orientation.
- Good communication skills.
- Time management and prioritization skills.
- Problem-solving ability.
- Ability to work independently and within a team.
- Professionalism and confidentiality.
Preferred Candidate Profile
The ideal candidate should:
- Have experience within the insurance or financial services industry.
- Be highly organized and capable of handling multiple tasks simultaneously.
- Demonstrate excellent customer service skills.
- Be comfortable working with detailed documentation and insurance records.
- Possess strong administrative and coordination abilities.
- Be committed to maintaining accuracy and compliance in all work processes.
Career Opportunities
This position can provide valuable experience and career growth opportunities in:
- Insurance Administration
- Short-Term Insurance
- Claims Administration
- Underwriting Support
- Financial Services Administration
- Insurance Brokerage Operations
- Client Relationship Management
Additional Information
- Preference may be given to candidates from designated groups in line with the organization’s transformation objectives.
- A consumer credit record check may be conducted for appointments involving financial responsibilities.
- Applicants who do not receive feedback within six weeks after the closing date should consider their application unsuccessful.
Suitable Fields of Study
Candidates with qualifications or experience in the following areas may be well suited:
- Insurance Studies
- Financial Services
- Business Administration
- Office Administration
- Risk Management
- Public Administration
- Commerce
- Agricultural Insurance Administration
This role is particularly suitable for individuals with insurance administration experience who wish to build a career in insurance brokerage, client service, and policy management.