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Insurance Broker - O Brien Recruitment | BeBee Back Insurance Broker
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O Brien Recruitment Cape Town , South Africa 1 weeks ago Until 2026/05/04 Full time Save Apply now
Job description Insurance Broker
Location: Western Cape – Bellville
Employment Type: Permanent
Working Hours: Monday to Friday | 08h00 – 16h30
Role Overview A well-established organisation within the financial services / funeral insurance sector is seeking a detail-oriented and self-motivated Insurance Broker to provide administrative and operational support to the Sales Support function. This role requires strong coordination, documentation control, and broker liaison skills.
Key Responsibilities
Capture broker information accurately on internal systems
Compile and manage broker application documentation
Follow up with brokers on outstanding documentation
Handle broker queries and assist with resolving escalations
Liaise with internal departments to support broker processes
Maintain strong relationships with internal teams and external brokers
Perform quality checks to ensure accuracy and compliance
Maintain effective filing and document control systems
Prepare reports and manage correspondence
Identify process improvements and support implementation of new procedures
Minimum Requirements
Grade 12 (essential)
Administration qualification or relevant experience (advantageous)
3–5 years’ experience in Financial Services, Long-Term or Funeral Insurance
Prior experience providing administrative support to brokers
Excellent written and verbal English communication skills
Proficiency in MS Office, including intermediate Excel
Strong organisational skills with high attention to detail
Ideal Attributes
Strong multitasking ability
High level of accuracy and confidentiality
Professional communication style
Ability to work independently and within a team
Good time management and deadline-driven A 6-month probation period will apply. Employment equity principles will be applied.
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