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Broker Assistant - Life Administrator (EKE323)
Posted date [2018-Sep-19]  (ID: 2648)
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This post has expired! It was posted more than 90 days ago.

Broker Assistant – Life Administrator (EKE323)


R14000 – R20000 per month plus incentives and commission


  • Working closely with and building relationships with the Brokers.
  • Taking Broker Notes: Full and comprehensive notes which are to be loaded onto an X Plan Task (Minutes of meetings)
  • Ensuring Broker TARGETS met
  • Portfolio preparation & analysis
  • Updating schedules & Broker assistance,
  • Quotation, Collaboration & Preparation for the presentation of Buy & Sells
  • Quotations and preparation of presentations for Key Person
  • Preparation of Group Scheme/employee Benefit quotes
  • Actively assessing, Identifying and checking client portfolios and segmentation groups
  • Checking that all USER GROUPS are linked – Directors, Shareholders, Trusts, Trustees, Companies, Employees, Buy & Sells etc …and that Buy & Sells are linked
  • FNA’s preparation and ensuring the FNA’s are prepared in advance by a minimum of 7 working days
  • Identify Shortfalls & Opportunities
  • Queries telephonic & e mail
  • Changes to buy and sells and ensuring that Buy & Sells are reviewed annually
  • opportunities and possible cross pollination of Database
  • C.O.L (Counter offer letters), Deferred, Declined
  • Creating and following up of TASKS
  • Telephonic reviews & assisting Broker/s with general Client reviews internal & external
  • Technical queries & Broker support on Technical issues
  • Quotes, In-house Servicing, Upgrades and campaign follow through
  • Liaising with Broker Consultants
  • Client visits when necessary
  • Identify marketing opportunities and provide Team training
  • Keep up to date with the latest legislation and Industry Trends
  • Continual monitoring and tracking of the new business pipeline and following up on new business outstanding requirements
  • Attending launches & training sessions with and possibly on behalf of Brokers and if necessary bringing the info back to the office for an in-house training session
  • General Group Scheme
  • Sales & after sale loading of schemes to Insurer & submission
  • Checking on Medical requirements for the schemes and following up with medicals until conclusion
  • NSBC Functions & Presentations
  • Following up on NSBC Leads daily, weekly
  • Checking on commission statements – NSBC Group

Please Apply Online and quote EKE323 in the subject line.

HOW TO APPLY: Please Register and then APPLY ONLINE
Job Title Broker Assistant - Life Administrator (EKE323)
Nationality South African
Employment Equity Open to all Candidates
Town/City Fourways
Location Gauteng
Country South Africa
Job Type Permanent
Industry Insurance
Salary R 14 000 to R 20 000 plus comm plus incentives
Languages Spoken English, Afrikaans
Job Ref No EKE323
Start Date ASAP
Closing Date 30 Sept 2018
HOW TO APPLY: Please Register and then APPLY ONLINE