Broker Support Agent - Cape Town, South Africa - Nedbank

Nedbank
Nedbank
Verified Company
Cape Town, South Africa

2 weeks ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description
Requisition Details & Talent Acquisition Contact


REQ: 131223
Talent Acquisition Consultant: Lerato Sithole
Location: Western Cape
Cluster: Wealth


  • Insurance
    Closing Date: 30 January 2024
    Job Family: Sales And Services

Career Stream


  • Sales

Leadership Pipeline


  • Manage Self: Professional

FAIS Affected


  • FAIS Affected
  • Yes
    Job Purpose:
  • By supporting the Risk Advisor within Nedbank Insurance brokerage, we drive the Nedbank Insurance brand and service strategy in achieving targets. Maximize operational efficiency, identify, and address client needs. Maintain and build relationships with all stakeholders.

Responsibilities:


  • Service and manage a portfolio of clients.
  • Responsibilities include management of policy renewals, retention, policy amendments, client queries, verification of client data.
  • Assisting Risk Advisor in obtaining quotations, onboarding of clients and issuance of policies.
  • Adherence to service standards and Service Level Agreement (SLA).
  • Identify and recommend ways to improve business processes and systems to operate more effectively and adding value to clients and business.
  • Support the achievement of the business vision, strategy, and values.
  • Achieving development goals.
  • FAIS requirements being achieved and fully complied with.
  • Comply with Risk standards, policies and procedures as required by Compliance.
  • Share knowledge and industry trends with team and stakeholders during formal and informal interactions.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.

  • Essential Qualifications

  • NQF Level
  • Matric / Grade 12 / National Senior Certificate

Essential Qualifications


  • Qualification as per FSCA list: Cat 1.2 and 1.6 (Shortterm Insurance Personal & Commercial lines)
  • First Regulatory Examination: Representatives (RE5)

Minimum Experience Level


  • 35 years working experience in the shortterm insurance industry (Personal & Commercial lines)
  • Experience working in a shortterm insurance brokerage
  • DOFA for Cat 1.2 and 1.6 for 12 months or more

Technical / Professional Knowledge


  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Nedbank policies and procedures
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Cluster Specific Operational Knowledge
  • Credit and risk Knowledge

  • Behavioural Competencies

  • Building Partnerships
  • Earning Trust
  • Energy
  • Facilitating Change
  • Innovation
  • Work Standards
  • Planning and Organizing
  • Customer Focus
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