Broker Liaison

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.

• Maintain and manage data within our internal CRM system.

• Assist Broker Relationship Managers by verifying the accuracy of proposal forms.

Qualifications & Experience:

• Matric certificate (or higher).

• Proficiency in English (spoken and written).

• Strong administrative and organisational skills.

• 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.

• Attention to detail and accuracy in data handling.

• Comfortable using CRM systems and managing documentation.

• Able to work independently and take initiative.