Client Services Administrator (Insurance)

Recruiter:

Time Personnel

Job Ref:

CPT004920/Meg

Date posted:

Thursday, November 13, 2025

Location:

Cape Town, South Africa

SUMMARY:
Have you worked in short-term insurance, long-term insurance, medical aid, or annuities?

Our client, a leading independent Financial Advisory firm in Cape Town’s Northern Suburbs, is looking for a Broker Assistant to join their growing team. This is a great opportunity for someone with insurance or policy administration experience who’s eager to expand their skills, gain hands-on exposure, and grow a rewarding career in financial services.

If you’re organised, service-focused, and ready to take the next step, we’d love to hear from you!

POSITION INFO:
REQUIREMENTS

Matric (Grade 12) qualification
2–3 years of proven experience as a Broker Consultant within the short-term insurance sector
Valid driver’s license and access to reliable personal transport
Proficient in MS Office, CRM platforms, and quoting software
In-depth understanding of short-term insurance products and industry standards
Bilingual in English and Afrikaans (written and spoken)
Exceptional communication, negotiation, and client relationship skills
Strong problem-solving abilities and analytical mindset
Highly self-driven, able to work independently and manage time effectively
Excellent organisational and administrative capabilities

DUTIES

Build and maintain strong relationships with brokers, financial advisers, and key stakeholders
Drive new business acquisition while ensuring the retention and growth of existing broker portfolios
Provide comprehensive support to brokers, including assistance with client claims, policy amendments, general enquiries, and administrative tasks related to personal and commercial short-term insurance
Manage the efficient processing of annual policy renewals for short-term insurance clients
Keep brokers informed of product updates, regulatory changes, and industry developments
Ensure full compliance with FAIS, FICA, POPIA, and all other applicable legislation and regulatory requirements
Serve as the key liaison between the company and brokers, as well as between brokers and their clients, to uphold a high standard of service delivery

Salary: R negotiable dependent on experience

Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.

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