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Insurance Broker

Advise clients on insurance options and place cover that matches needs and risk profile.

payments Avg: R35,000

description Overview

Insurance Brokers assess needs, source quotes, explain policy terms, and support claims. In South Africa, brokers operate across short-term and life insurance, often with commission structures.

**A Day in the Life:**
Client calls, risk reviews, quotes, policy renewals, and claims support.

schedule A Day in the Life

08:30

Review renewals and client priorities

10:00

Client consultations and risk assessments

13:00

Quotes, policy changes, and underwriting follow-ups

15:30

Claims support and CRM updates

trending_up Career Path

Step 1

Broker Assistant

0-2

Step 2

Insurance Broker

2-6

Step 3

Senior Broker

6-10

Step 4

Branch Manager / Own Brokerage

10+

Vital Statistics

Salary Range

R 18,000 - R 80,000

Soft Skills

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Technical Skills

table_chart Advanced Excel (Power Query/Pivots) policy AML / KYC fact_check Audit Basics gavel IFRS Fundamentals payments Payroll Systems request_quote Sage/Pastel Accounting public SARS eFiling Basics receipt_long VAT Basics