Broker support – Short-Term Insurance | Durban
Join a premium bank as a Broker Support - Short-Term Insurance in Durban. In this client-facing role, you'll support a Risk Advisor in servicing and managing a portfolio of commercial short-term insurance clients. We're looking for someone who can drive operational excellence, build trusted relationships, and ensure a seamless client experience.
Key Responsibilities:
- Service and manage a portfolio of commercial clients.
- Handle policy renewals, endorsements, retentions, and general queries.
- Support the Risk Advisor with client onboarding, quoting, and policy issuance.
- Verify and update client data accurately.
- Ensure adherence to underwriting guidelines and service level agreements (SLAs).
- Maintain compliance with FAIS and internal risk and governance standards.
- Contribute to operational improvements and customer-focused service delivery.
- Actively participate in building a culture aligned with the organisation’s values and transformation goals.
- Matric.
- FAIS-compliant qualification for Categories 1.2 and 1.6 (Short-Term Personal & Commercial Lines).
- RE5: Regulatory Examination for Representatives.
- DOFA for Cat 1.2 and 1.6 must reflect 12+ months of experience.
- 3–5 years in a short-term insurance brokerage environment.
- Solid experience in Commercial Lines (non-negotiable).
- Strong client relationship and communication skills.
- Knowledge of short-term insurance regulations and products.
- Understanding of risk and compliance principles.
- Accuracy in data analysis and documentation.
- Planning, organising, and customer service excellence.
