Broker Support Agent - Johannesburg, South Africa - Nedbank

Nedbank
Nedbank
Verified Company
Johannesburg, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Job Classification

  • REQ: Lerato Sithole
  • Location: Polokwane
    Job Family
  • Sales And Services

Career Stream

  • Sales

Leadership Pipeline

  • Manage Self: Professional

FAIS Affected

  • FAIS Affected
  • Yes
    Job Purpose
  • To support the Relationship Manager within Nedbank Insurance brokerage space to maximize operational efficiency and offer superior client services.
  • Identify and addresses client needs by providing a wide variety of services.
  • Resolve customer problems either through direct personal action or referral to alternative resources

Responsibilities:


  • Service the client's portfolio on a day to day basis as per the clients' instructions.
  • Phoning insurance companies for quotes as per clients' requests.
  • Check policy schedules and endorsements from Insurance Institutions to make sure they
- meet the client's needs.

  • Advise clients on the right Insurance cover to take.
  • Improve on ways to provide client service excellence.
  • Support sales process through client onboarding / new business.
  • Register claims on Websure system.
  • Register claims with insurers.
  • Follow up on claims until payments have been finalized.
  • External Insurance Institutions: Request policy documents and schedules for new business/ renewals/ policy amendments.
  • Check technical content of the policy documents and schedules received from Insurers.
  • Ensure accuracy, attach debit notes and send to clients.
  • Internal Nedbank Insurance: Issue Websure Policy schedules, documents and debit notes for new business, renewals and policy amendments to Client.
  • Action stakeholder requests by capturing and processing the administration request on the relevant system.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
  • Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
  • Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
  • Provide feedback to internal and external stakeholders by generating and making available relevant reports and MIS.
  • Meet and exceed internal and external client needs by timeously responding to queries and actioning the request within the Service Level Agreement (SLA).
  • Collecting Annual premiums.
  • Maintain Fit & Proper requirements.


  • Essential Qualifications

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

Preferred Qualification

  • RE
  • Qualification as per FSB list 1
  • Cat 2 and 6 (Shortterm Insurance Personal & Commercial lines)

Minimum Experience Level
years banking and/or short-term insurance experience, with proven administration experience


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
  • Diclaimer
    _Please contact the Nedbank Recruiting Team at _
- **_Please contact the Nedbank Recruiting Team at _
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