Broker Client Services Agent

What will you do?

• We are looking for a very strong candidate to join our Broker Client Services Team. You need to be passionate about people, display professionalism in dealing with clients and Brokers. You will be attending to incoming queries either telephonic or via email from both Brokers and Broker clients and doing underwriting when requested by the client or broker.

Minimum Qualification

• Regulatory Exam (RE 5)
• Matric / NQF 4
• Full FAIS Credits

Minimum Experience

• Minimum 3 years Insurance administrative experience
• Exposure to the broker or dealer servicing environment
• Minimum 3 years Personal Lines Underwriting experience

Deliverables include, but will not be limited to

• Attend to incoming queries either telephonic or via email from both Brokers and Broker Clients
• Assist with amendments to client's policies.
• Provide brokers with constant feedback on queries.
• Attend to QA corrections as identified by the QA department.

Competencies Required

• Organized
• Self-disciplined
• Self-motivated
• Analytical
• Attention to detail.
• Excellent administrative Skills
• Good communication skills
• Able to work flexible hours.
• Customer focus
• Active listening skills
• Results oriented.
• Teamwork
• Follow up - must be able to establish procedures to monitor that, which has been promised and delivered
• Good MS Office skills
• Ability to plan and manage time efficiently

Knowledge and Skills

• Customer Service
• Team Support
• Administration
• Quality, compliance and accreditation

Personal Attributes

• Communicates effectively - Contributing dependently
• Decision quality - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

Build a successful career with us

• We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Deadline to apply: 23 OCTOBER 2026