Overview
Broker Consultant Jobs in Cape Town, South Africa at O’Brien Recruitment
Location: Western Cape – Bellville
Employment Type: Permanent
Working Hours: Monday to Friday | 08h00 – 16h30
A well-established organisation within the financial services / funeral insurance sector is seeking a detail-oriented and self-motivated Broker Consultant to provide administrative and operational support to the Sales Support function. This role requires strong coordination, documentation control, and broker liaison skills.
-
Capture broker information accurately on internal systems
-
Compile and manage broker application documentation
-
Follow up with brokers on outstanding documentation
-
Handle broker queries and assist with resolving escalations
-
Liaise with internal departments to support broker processes
-
Maintain strong relationships with internal teams and external brokers
-
Perform quality checks to ensure accuracy and compliance
-
Maintain effective filing and document control systems
-
Prepare reports and manage correspondence
-
Identify process improvements and support implementation of new procedures
-
Administration qualification or relevant experience (advantageous)
-
3–5 years’ experience in Financial Services, Long-Term or Funeral Insurance
-
Prior experience providing administrative support to brokers
-
Excellent written and verbal English communication skills
-
Proficiency in MS Office, including intermediate Excel
-
Strong organisational skills with high attention to detail
-
High level of accuracy and confidentiality
-
Ability to work independently and within a team
-
Good time management and deadline-driven
A 6-month probation period will apply. Employment equity principles will be applied.
Title: Broker Consultant
Company: O’Brien Recruitment
Location: Cape Town, South Africa
Category:
