Short Term Broker

Stellenbosch, Western Cape R120000 - R240000 Y OUTsurance

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Job Description

Company Description

OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our success can be attributed, amongst other things, to the outstanding people that work for us.

Job Description

Overview and Purpose of the Role:

Our business product offering has grown significantly over the years which has led to the development of the face to face channel. To facilitate this model the positions of OUTsurance Broker have emerged.

The incumbent of this position will be responsible for growing and developing the business insurance portfolio.

The key outputs for this role are as follows:

  • New Business sales
  • Client service and management
  • High level performance

The OUTsurance Broker must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.

Responsibilities:

Build your own insurance portfolio by:

  • Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business
  • Effective communication with both internal stakeholders and clients.
  • Conduct a comprehensive risk evaluation for the client.
  • Providing solutions to clients by selling OUTsurance short term products aligned to the needs of the client.
  • Drafting, tracking and measurement of your personal business plan.
  • Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).
  • Retention of existing business including renewal discussion in line with FAIS
  • Developing internal/external relationships with clients.
  • Continuous building of your client base hence securing future income.
  • Keeping abreast with the commercial insurance market changes and developments.
  • Achieving/Exceeding targets consistently
  • Providing feedback to line management when requested.
  • Attending all weekly and adhoc team meetings.
  • Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.
  • Adhering to all quality standards and measures in place.

Qualifications

Essential

  • Completed Matric or National Senior Certificate
  • FAIS credits/Full Insurance Qualifications (Depending on DOFA)
  • RE5 (Depending on DOFA)
  • Must have your own reliable transport
  • Valid code B driver's license
  • 3 years external sales experience (If not from the insurance industry)

Competencies :

  • Self-starter
  • Communication (verbal and written) in English
  • Numerical & mathematical skills
  • Team supervisory skills
  • Confident and enthusiastic self-starter who can take initiative
  • Must be able to work independently as well as part of a team - balances team and individual responsibility, provides and accepts feedback
  • Analytical skills
  • Problem-solving skills
  • Relationship management skills
  • Presentation and facilitation skills
  • Resilience - Ability to work well under pressure in dynamic environment
  • Flexible and adaptable
  • Influential, concise, rational and practical communicator
  • Creative flair and innovative thinker
  • Relationship management
  • Discretion, judgment and high levels of trust

Additional Information

In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

Reporting Lines:

The OUTsurance Broker will report directly to the Regional Manager and will work closely with the wider Face to Face channel.

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Lecturer (Short-term insurance)

Stellenbosch, Western Cape Moonstone Business School of Excellence

Posted 7 days ago

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Join to apply for the Lecturer (Short-term insurance) role at Moonstone Business School of Excellence

Join to apply for the Lecturer (Short-term insurance) role at Moonstone Business School of Excellence

Direct message the job poster from Moonstone Business School of Excellence

The successful candidate will be appointed as a lecturer for various modules/subjects on the qualification Higher Certificate in Short-term Insurance and will be expected to contribute towards further expanding short courses or additional qualification sin the Short-term Insurance space.

Duties will include planning, co-ordination and implementation of scheduled activities; development and maintenance of learning material; delivery of teaching, learning and assessment; student support and communication; record-keeping and implementation of quality measures on allocated modules to ensure ongoing improvement.

Job Specification

  • Responsible for the effective co-ordination and implementation of scheduled module activities according to the semester calendar.
  • Responsible for maintenance and improvement of teaching material and assessment according to specified standards, policies and procedures.
  • Ongoing research and analysis to identify required updates and additions to allocated modules and possible additional courses such as new legislation and new trends in financial planning or practice management, compliance etc.
  • Responsible for delivery of quality online teaching, learning and assessment in the allocated modules according to specified standards, policies and procedures including but not limited to moderation of online discussions, delivery of online lectures/recorded sessions on specific course aspects e.g. examination preparation lectures, formative and summative assessment marking and timeous feedback to students
  • Receive, research, manage and respond timeously to student queries and student support requests.
  • Perform internal pre- and post-moderation on assessment instruments and course material where development is outsourced, or for other identified MBSE programmes where subject matter expertise allows.
  • Implement MBSE standards, policies and procedures for accurate record-keeping, moderation and communication of all student results.
  • Stakeholder management including liaising with clients, internal staff and management and external subject matter experts and moderators to ensure effective implementation of programme.
  • Provide information to assist with the implementation and maintenance of accreditation with various quality assurance bodies and professional bodies.

Skills

  • Module content research, design, development and moderation.
  • Assessment design, development, moderation and implementation.
  • Online facilitation and discussion forum moderation, communication, digital and computer literacy.
  • Planning, co-ordination, project management, reporting and record-keeping.
  • Student support and relationship management, effective and disciplined self-management, problem solving and creativity, critical thinking, and decision-making abilities.
  • Subject matter expertise in financial planning.

Qualifications

  • Short-term insurance or related financial services qualification at minimum NQF Level 7.

Experience

  • 2 years’ working experience in in a short-term insurance environment.
  • 2 years’ working experience in higher education or similar training environment (preferred).

Closing date for applications: 31 October 2025.

Only suitable applicants will be contacted. Should you have not received a response by 7 November 2025 , please consider your application unsuccessful.

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Education, Research, and Training
  • Industries E-Learning Providers, Financial Services, and Higher Education

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Short Term Insurance Broker

Paarl, Western Cape R104000 - R130878 Y Vinsure Brokers

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Job Description

Company Description

Vinsure Brokers, established in 2004 as an independent entity, prides itself on over 100 years of combined insurance experience. Based in Paarl, we are registered with the Financial Service Board (FSB) and are members of the Financial Intermediaries Association (FIA). Our team offers expertise in a range of insurance covers, from corporate and personal insurance to specialized covers like marine and engineering risks. We are partnered with leading South African insurers to provide our clients with the best coverage options.

Role Description

We are looking for a dedicated Short Term Insurance Broker to join our team in Paarl. This is a full-time role, where you will be responsible for assessing clients' insurance needs, advising on appropriate insurance products, and managing renewals and claims. Daily tasks include liaising with clients and insurers, delivering excellent customer service, and ensuring regulatory compliance.

Qualifications & Skills

  • Matric / Grade 12 certification
  • Strong written and verbal communication skills
  • Excellent customer service orientation
  • Strong negotiation and interpersonal abilities

These are not deal-breakers, but will strengthen your application:

  • RE5 Certificate
  • Experience in the short-term insurance industry
  • Knowledge of the South African insurance market

How to Apply

Please send your CV to If you are not contacted within a reasonable period, please consider your application unsuccessful.

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Senior Short Term Insurance Specialist

Bellville, Western Cape Yazoo Recruitment

Posted 13 days ago

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Job Description

Senior Short Term Insurance Specialist required in Bellville

Short Term Insurance Specialist with relevant insurance qualification and minimum 7 years’ in-depth experience in Personal, Lines, Commercial Lines and specialist classes and exposure to Claims and Underwriting as a Subject Matter Expert, required to support a large network of Advisers with complex advice.

Minimum requirements:

  • NQF5 or relevant short-term qualification
  • Minimum 7 years’ experience in personal and commercial lines with exposure to underwriting and claims processes
  • Knowledge of short-term insurance products
  • Experience engaging at an EXCO/Senior Management level
  • Exposure to working directly with financial advisers
  • Ability to clearly explain and define complex business requirements
  • Excellent verbal and written communication skills
  • Excellent management and leadership skills
  • Strong interpersonal and relationship building skills

Responsibilities:

  • Subject matter expert and manager of the large case review process including presenting the case and findings to senior management
  • On an ongoing basis, evaluate, review and improve large case process
  • Subject matter expert on technical product and advice matters including but not limited to adviser focused meetings and relevant technical/distribution committees
  • Understand and analyse complex risks and make recommendations to adviser to reduce/mitigate risk to maintain insurance cover
  • Assist adviser by negotiating terms and suggest to Insurer on how to place large/complex risks
  • Working with cross-functional teams on strategic distribution projects where Insure SME’s are required
  • Assist with the provision of content to technical adviser support team (TAS) and marketing in relation to advice and distribution activities
  • Draft, review and sign-off communication for marketing purposes in relation to advice and distribution activities
  • Collaborating with cross-divisional teams on product and product provider due diligences
  • Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive)
  • Draft of communication on technical topics eg Take Notes and Advice for Advisers
  • Represent TAS as Insure Product expert on TAS and non-TAS related committees
  • Research on ad hoc projects
  • Effective management of direct reporting staff
  • Facilitation of Technical Training on PL and Commercial Lines for the Adviser Development Programme

If you are a South African citizen & your CV meets the above criteria, please send your CV.

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Senior short term insurance specialist

Bellville, Western Cape Yazoo Recruitment

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Job Description

permanent
Senior Short Term Insurance Specialist required in Bellville Short Term Insurance Specialist with relevant insurance qualification and minimum 7 years’ in-depth experience in Personal, Lines, Commercial Lines and specialist classes and exposure to Claims and Underwriting as a Subject Matter Expert, required to support a large network of Advisers with complex advice. Minimum requirements: NQF5 or relevant short-term qualification Minimum 7 years’ experience in personal and commercial lines with exposure to underwriting and claims processes Knowledge of short-term insurance products Experience engaging at an EXCO/Senior Management level Exposure to working directly with financial advisers Ability to clearly explain and define complex business requirements Excellent verbal and written communication skills Excellent management and leadership skills Strong interpersonal and relationship building skills Responsibilities: Subject matter expert and manager of the large case review process including presenting the case and findings to senior management On an ongoing basis, evaluate, review and improve large case process Subject matter expert on technical product and advice matters including but not limited to adviser focused meetings and relevant technical/distribution committees Understand and analyse complex risks and make recommendations to adviser to reduce/mitigate risk to maintain insurance cover Assist adviser by negotiating terms and suggest to Insurer on how to place large/complex risks Working with cross-functional teams on strategic distribution projects where Insure SME’s are required Assist with the provision of content to technical adviser support team (TAS) and marketing in relation to advice and distribution activities Draft, review and sign-off communication for marketing purposes in relation to advice and distribution activities Collaborating with cross-divisional teams on product and product provider due diligences Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive) Draft of communication on technical topics eg Take Notes and Advice for Advisers Represent TAS as Insure Product expert on TAS and non-TAS related committees Research on ad hoc projects Effective management of direct reporting staff Facilitation of Technical Training on PL and Commercial Lines for the Adviser Development Programme If you are a South African citizen & your CV meets the above criteria, please send your CV. #J-18808-Ljbffr
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Senior short term insurance specialist

Bellville, Western Cape Yazoo Recruitment

Posted today

Job Viewed

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Job Description

permanent
Senior Short Term Insurance Specialist required in Bellville Short Term Insurance Specialist with relevant insurance qualification and minimum 7 years’ in-depth experience in Personal, Lines, Commercial Lines and specialist classes and exposure to Claims and Underwriting as a Subject Matter Expert, required to support a large network of Advisers with complex advice. Minimum requirements: NQF5 or relevant short-term qualification Minimum 7 years’ experience in personal and commercial lines with exposure to underwriting and claims processes Knowledge of short-term insurance products Experience engaging at an EXCO/Senior Management level Exposure to working directly with financial advisers Ability to clearly explain and define complex business requirements Excellent verbal and written communication skills Excellent management and leadership skills Strong interpersonal and relationship building skills Responsibilities: Subject matter expert and manager of the large case review process including presenting the case and findings to senior management On an ongoing basis, evaluate, review and improve large case process Subject matter expert on technical product and advice matters including but not limited to adviser focused meetings and relevant technical/distribution committees Understand and analyse complex risks and make recommendations to adviser to reduce/mitigate risk to maintain insurance cover Assist adviser by negotiating terms and suggest to Insurer on how to place large/complex risks Working with cross-functional teams on strategic distribution projects where Insure SME’s are required Assist with the provision of content to technical adviser support team (TAS) and marketing in relation to advice and distribution activities Draft, review and sign-off communication for marketing purposes in relation to advice and distribution activities Collaborating with cross-divisional teams on product and product provider due diligences Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive) Draft of communication on technical topics eg Take Notes and Advice for Advisers Represent TAS as Insure Product expert on TAS and non-TAS related committees Research on ad hoc projects Effective management of direct reporting staff Facilitation of Technical Training on PL and Commercial Lines for the Adviser Development Programme If you are a South African citizen & your CV meets the above criteria, please send your CV. #J-18808-Ljbffr
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Senior Technical Short-Term Specialist: Insure

Bellville, Western Cape R104000 - R130878 Y PSG Konsult

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Job Description

This role requires a short-term specialist in the Financial Services environment with in-depth experience on personal lines and commercial lines including specialist classes. It is based in our Technical Adviser Support team. The role is overall responsible to support a large network of advisers with complex advice related matters in PSG Insure. This includes working closely with product providers ensuring that our product suite remain competitive.

Responsibilities:

  • Subject matter expert and manager of the large case review process including presenting the case and findings to senior management
  • On an ongoing basis, evaluate, review and improve large case process
  • Subject matter expert on technical product and advice matters including but not limited to adviser focused meetings and relevant technical/distribution committees
  • Working with cross-functional teams on strategic distribution projects where Insure SME's are required
  • Assist with the provision of content to technical adviser support team (Technical Advisory Services) and marketing in relation to advice and distribution activities.
  • Draft, review and sign-off communication for marketing purposes in relation to advice and distribution activities.
  • Collaborating with cross-divisional teams on product and product provider due diligences.
  • Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive)
  • Draft of communication on technical topics eg TakeNotes and Advice for Advisers
  • Represent Technical Advisory Services as Insure Product expert on Technical Advisory Services and non-Technical Advisory Services related committees
  • Research on ad hoc projects
  • Effective management of direct reporting staff
  • Responsible for facilitation of Technical Training on Personal and Commercial Lines for the Advisor Development Programme

Minimum requirements:

  • NQF5 in Short-term insurance or relevant short-term insurance qualification
  • 7+ years' experience in personal and commercial lines with exposure to underwriting and claims processes
  • Knowledge of short-term insurance products
  • Experience engaging at an EXCO/Senior Management level
  • Exposure to working directly with financial advisers

Skills/Competencies:

  • Ability to clearly explain and define complex business requirements
  • Excellent verbal and written communication skills
  • Excellent management and leadership skills
  • Strong interpersonal and relationship building skills
  • Proven ability to identify, assess and solve problems
  • Highly adaptable and resilient
  • High emotional intelligence
  • Teamwork
  • Ability to influence and negotiate
  • Good presentation skills

How to apply:

Candidates interested must apply on Indeed by no later than 20 April 2025.

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

Job Type: Full-time

Experience:

  • Commercial and personal lines short-term insurance: 7 years (Required)
  • EXCO / Senior Management: 2 years (Required)

License/Certification:

  • NQF 5 in Short-term insurance or an Insurance Qualification (Required)

Location:

  • Bellville, Western Cape 7530 (Preferred)

Work Location: In person

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Broker – Risk (Life) & Commercial Short-Term Insurance

Helderberg, Western Cape Sydsen

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Job Description

We are looking for an experienced and ambitious Broker to join our team, specialising in Risk (Life) and Commercial Short-Term Insurance . This role is ideal for someone who thrives in building long-term client relationships, delivering tailored insurance solutions, and ensuring clients peace of mind through expert advice.

About the Role:

As a Broker in our company, you will be responsible for identifying client needs, structuring suitable cover, and delivering exceptional after-sales service. You will have the opportunity to work with a diverse client portfolio, ranging from individuals to corporate businesses, ensuring they are protected against lifes uncertainties and commercial risks.

Minimum Requirements:

  • NQF 5 and RE 5
  • Relevant degree in: Financial Management, Economics, Business Administration
  • At least 2 years proven experience as a Broker
  • Strong knowledge of insurance products, policies, and industry regulations.
  • Excellent communication, networking, and negotiation skills.
  • Target-driven with the ability to work independently and meet deadlines.
Key Responsibilities:
  • Conduct detailed needs analysis and provide tailored insurance solutions.
  • Source new clients and manage an existing client portfolio.
  • Negotiate and structure insurance cover to suit client needs.
  • Provide ongoing policy reviews and after-sales support.
  • Ensure compliance with industry legislation and company standards.
What We Offer:
  • Competitive remuneration package, including commission structure.
  • Supportive environment with administrative and compliance assistance.
  • Opportunities for continuous learning and career growth.
  • Access to a wide range of insurance products and leading providers.

Please note only candidates with the required experience will be contacted and considered. If you are not contacted within 14 days, kindly consider your application unsuccessful.

Visit our website for more opportunities at
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