Jobs

    Broker Support Agent - CapeTown, South Africa - Nedbank

    Nedbank
    Nedbank CapeTown, South Africa

    1 week ago

    Nedbank background
    Description

    Requisition Details & Talent Acquisition Contact


    REQ: 131223

    Talent Acquisition Consultant: Lerato Sithole

    Location: Western Cape

    Cluster: Wealth- Insurance

    Closing Date: 03 May 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.

    Job 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 underwriting criteria and application.
    • 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 (Short-term Insurance Personal & Commercial lines)
    • First Regulatory Examination: Representatives (RE5)

    Minimum Experience Level

    • 3-5 years working experience in the short-term insurance industry (Personal & Commercial lines)
    • Experience working in a short-term 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

    Disclaimer


    Preference will be given to candidates from the underrepresented groups

    Please contact the Nedbank Recruiting Team at

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