Short-term Insurance Broker

Job Position: Short-term Insurance Broker

Reference: 5268

Location: PE/Gqeberha

Salary: R15 000 – R20 000 per month (depending on experience and qualification)

Hours: Monday to Friday 08h00 – 16h00

Seeking a vibrant, dynamic and highly energetic Short-Term Insurance Broker to join an established, boutique financial services firm. This high-visibility role is perfect for a self-motivated professional who thrives on relationship-building and client satisfaction. You will manage personal and commercial insurance lines, ensuring clients receive tailored risk mitigation solutions. If you want to escape the corporate call-centre grind and take genuine ownership of your client portfolio, this position offers the autonomy and stability you are looking for

Qualifications / Requirements:

• Grade 12 (Matric) Certificate
• Vibrant, energetic personality with exceptional communication and interpersonal skills
• Proficiency in MS Office Suite and standard insurance brokerage software

Advantageous:

• Industry experience – 1 to 3 years of proven experience within South African short-term insurance brokerages
• Regulatory compliance: Passed RE5 (Regulatory Examination for Representatives) certificate
• Formal qualifications: FETC in Short-term Insurance (NQF Level 4) or a Higher Certificate in Insurance (NQF Level 5)
• DOFA status: Clear date of First Appointment status with the FSCA

Key Performance Areas:

• Client portfolio management: Serve as the primary point of contact for personal and commercial policyholders, providing expert advice on risk management
• New business and quotations: Source, analyse and prepare competitive short-term insurance quotes tailored to client needs
• Policy administration: Process new policies, policy renewals, endorsements and mid-term amendments accurately
• Claims management: Facilitate the end-to-end claims process, acting as a liaison between the client and underwriters to ensure swift resolution
• Retention and renewals: Review annual policies proactively to optimise coverage and maintain high client-retention rates
• Compliance and record keeping: Ensure all advice and documentation comply fully with FSCA regulations and internal quality standards