Short Term Broker

Stellenbosch, Western Cape R120000 - R240000 Y OUTsurance

Posted today

Job Viewed

Tap Again To Close

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.

This advertiser has chosen not to accept applicants from your region.

Short Term Insurance Administrator

Durbanville, Western Cape R400000 - R800000 Y BRISCH Administration Services

Posted today

Job Viewed

Tap Again To Close

Job Description

Are you an experienced
Short Term Insurance Administrator
, in the financial services sector, with a deep understanding of
personal and commercial insurance products.

We're looking for a dedicated professional to manage
new business, servicing, and claims,
ensuring exceptional support for our clients, financial advisors. If you excel in a dynamic, client-oriented setting, apply now

What You'll Do:

· Obtain and provide relevant quotes from product providers to clients.

· Efficiently process and manage new applications, amendments and claims.

· Process and manage all claims with different insurance providers.

· Support client with relevant policy enquiries or information.

· Ensure compliance with industry regulations and maintain accurate documentation.

· Provide exceptional service, ensuring client satisfaction and retention.

What You Bring:

· years' experience in the insurance industry.

· Strong knowledge of different insurance products.

· Minimum qualifications: NQF4 & RE certification.

· CPD points up to date.

· Ability to work accurately under pressure and meet deadlines.

· Excellent communication in Afrikaans & English.

· Excellent communication and interpersonal skills to engage with clients and stakeholders.

· Quality and quantity of data.

· Accuracy of record keeping.

What we offer:

· Competitive salary.

· Positive company culture.

· Training and guidance.

Please forward your comprehensive CV to

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this role.

This advertiser has chosen not to accept applicants from your region.

Short Term Insurance Broker

Paarl, Western Cape R104000 - R130878 Y Vinsure Brokers

Posted today

Job Viewed

Tap Again To Close

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.

This advertiser has chosen not to accept applicants from your region.

Head of Short-Term Department

Strand, Western Cape R450000 - R900000 Y The Wealth Room

Posted today

Job Viewed

Tap Again To Close

Job Description

Position Overview

The Head of Short-Term Department is responsible for leading and managing the short-term insurance division of The Wealth Room. This role ensures efficient operations, compliance, client satisfaction, and sustainable business growth. It involves overseeing staff, and client servicing, implementing workflows, and liaising with insurers, clients and brokers to maintain service excellence.

Key Responsibilities1. Leadership & Management

  • Manage and oversee all Short-Term department staff.

  • Allocate workload fairly and ensure optimal use of resources.

  • Provide training and mentoring.

  • Drive department culture of accountability, service, and compliance.

  • Client Onboarding & Experience

  • Ensure all new client onboarding follows the documented process (CRM setup, documentation collection, quoting, compliance, welcome packs).

  • Maintain exceptional client experience through efficient communication, transparency, and proactive service.

  • Oversee policy renewals, endorsements, cancellations, and amendments.

  • Manage escalations and provide client-facing support where needed.

  • Sales

  • Conduct and oversee risk assessments and pricing,

  • Prepare, review, and compare quotations from multiple insurers.

  • Advise clients on suitable cover options aligned with their needs analysis and risk profile.

  • Drive new business growth through cross-selling, upselling, and retention strategies.

  • Compliance & Administration

  • Ensure strict adherence to FAIS, FICA, and FSCA regulations.

  • Oversee completion of compliance documents (ROA, FNA, Broker Note, Fee Consent, Debit Order Authority).

  • Maintain accurate, complete client files on @Work CRM.

  • Ensure all department processes align with Commspace commission systems and reporting standards.

  • Client Servicing & Retention

  • Supervise claims handling, ensuring fair, accurate, and timeous resolution.

  • Provide ongoing client support, including renewals, queries, and value-added services.

  • Monitor client satisfaction and retention metrics, escalating concerns where necessary.

  • Strategic & Operational Contribution

  • Participate in management meetings and contribute to strategic decision-making.

  • Highlight risks, inefficiencies, and opportunities for growth or improvement.

  • Ensure the department remains scalable and sustainable to handle growing client base.

Key Performance Indicators (KPIs)

  • Operational efficiency: Timely processing of new business, renewals, and claims.

  • Compliance: Zero major compliance breaches in audits.

  • Client satisfaction: High client retention and positive feedback.

  • Business growth: Meeting new business and cross-sell/upsell targets.

  • Staff management: Effective workload distribution, minimal burnout, high performance.

RequirementsEducation & Experience

  • Minimum: RE5 Regulatory Exam (required for advice and compliance).

  • Relevant insurance qualifications (NQF Level 4/5 in Short-Term Insurance or higher preferred).

  • At least 5–7 years' experience in short-term insurance, with 2–3 years in a leadership role.

  • Strong understanding of personal lines and commercial insurance.

Skills & Competencies

  • Leadership and people management.

  • Strong compliance, and risk assessment knowledge.

  • Excellent communication and client relationship skills.

  • Analytical, detail-oriented, and highly organized.

  • Ability to handle high-pressure, high-volume workloads.

  • Proficiency in CRM systems, Microsoft Office and Outlook.

Compensation & Growth

  • Opportunities for performance-based bonuses.

  • Career growth into Financial Planning and strategic leadership within the organisation.

Please note that the Salary for this role will be discussed during the Interview Process.

This advertiser has chosen not to accept applicants from your region.

Senior Technical Short-Term Specialist: Insure

Bellville, Western Cape R104000 - R130878 Y PSG Konsult

Posted today

Job Viewed

Tap Again To Close

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

This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Temporary positions Jobs in Stellenbosch !

 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Temporary Positions Jobs View All Jobs in Stellenbosch