Talent Job Seeker
Broker Liaison
- directions_car Johannesburg
- work Full-time
About the position
Broker Liaison
Location: Johannesburg
Salary: R12,500 R15,000 (depending on experience)
Are you a well-organised, detail-oriented individual with a knack for communication? Were looking for a dedicated Broker Liaison to join our growing team and support our broker network with efficient administrative coordination and client communication.
Role Overview:
The Broker Liaison plays a crucial role in supporting our broker operations, ensuring smooth onboarding, data accuracy, and effective communication with both brokers and clients. You will act as a key link between internal systems, our broker team, and external stakeholders.
Key Responsibilities:
- Confirm Agency Status and verify product-specific training when quotes are requested.
- Initiate agency setup by liaising with the broker and, when necessary, with Lombard.
- Check if brokers are registered on MyMembership; facilitate completion of Broker Info Sheets and upload to system.
- Liaise with clients to obtain banking details and other supporting documentation as required.
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Maintain and manage data within our internal CRM system.
- Assist Broker Relationship Managers by verifying the accuracy of proposal forms.
Qualifications & Experience:
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Matric certificate (or higher).
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Proficiency in English (spoken and written).
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Strong administrative and organisational skills.
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Comfortable engaging professionally with both brokers and clients.
- Prior experience in a financial services or insurance environment will be advantageous but not required.
Excellent interpersonal and communication skills.
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Attention to detail and accuracy in data handling.
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Comfortable using CRM systems and managing documentation.
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Able to work independently and take initiative.
Place of work
Johannesburg
app.general.countries.South Africa
About the company
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Relevant places near
- Johannesburg
- Soweto
- Randburg
- Roodepoort
- Alberton
- Edenvale
- Eden Glen
- Eastleigh
- Eden Glen Ext 60
- Modderfontein
Job ID: 9500419
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