Insurance Broker(Short Term Insurance)

About the position

A Short-Term Insurance Advisor is required for a well-established financial services provider based in Kloof. This role focuses on delivering professional advice and intermediary services across personal and commercial short-term insurance products.
Our client is an established financial services provider offering tailored insurance solutions to individuals and businesses. The organisation is committed to delivering compliant, client-focused advice while maintaining strong relationships within the short-term insurance market. With a focus on service excellence, the company provides ongoing support to an existing client base while encouraging sustainable growth.

The Short-Term Insurance Advisor will be responsible for assessing clients’ insurance needs and providing appropriate cover across motor, home, business, and liability products. The role involves managing an existing portfolio of clients, delivering competitive quotations, and ensuring compliance with regulatory standards. The successful candidate will provide clear guidance on policy terms and maintain accurate documentation at all times. This position also includes generating new business opportunities to grow the client base.

Key Responsibilities:

• Assess clients’ insurance needs and risk exposure
• Recommend suitable short-term insurance solutions
• Provide accurate quotations and policy comparisons
• Explain policy terms, conditions, exclusions, and premiums clearly
• Close new business opportunities
• Retain and service an existing book of clients
• Ensure all documentation is accurate and compliant
• Maintain up-to-date and organised client records
• Adhere to FAIS and relevant regulatory requirements
• Apply Treating Customers Fairly (TCF) principles consistently
• Maintain required CPD hours
• Build and maintain strong client relationships
• Generate leads through networking and referrals
• Provide ongoing policy reviews and advice

Requirements:

• RE5 certification
• Class of Business (Personal Lines and Commercial Lines)
• Relevant insurance qualification
• 2–5 years’ experience in short-term insurance
• Proven experience managing and growing a client portfolio

Remuneration:
Basic salary of R25 000 – R35 000 per month
(Neg on Experience)
Maintain Current Book
Commission on New Clients

Only shortlisted candidates will be contacted

Desired Skills:

• Strong attention to detail
• Ethical and compliant mindset
• Professional communication skills
• Client-focused approach
• Organised and deadline-driven