Broker Support Agent - Johannesburg, South Africa - Nedbank

Nedbank

Verified Company

Johannesburg, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Job Classification

Job Family
Services
Career Stream
Services

/ Administrative

Leadership Pipeline
Manage Self: Professional

FAIS Affected

FAIS Affected

Yes
Job Purpose

(a) To support the Relationship Manager within Nedbank Insurance brokerage space to maximize operational efficiency and offer superior client services.

(b) Identify and addresses client needs by providing a wide variety of services.

(c) 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.
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 out 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).

Job Responsibilities Continue

People Specification

Essential Qualifications
NQF Level
Matric / Grade 12 / National Senior Certificate
Preferred QualificationMatric

First Regulatory Examination:
Representatives

Qualification as per FSB list 1- Cat 2 and 6 (Short-term Insurance Personal & Commercial lines)

Essential Certifications
Type of Exposure
Contributing to the development Working with a group to identify alternative solutions to a problem
Completing various administrative duties
Managing conflict situations
Comparing two or more sets of information
Communicating internally
Tracking cost against a budget
Capturing data
Checking accuracy of reports and records
Drafting reports
Managing customer expectations
Minimum Experience LevelDOFA for cat 2 and 6 for 12 months or more
Experience in Insurance preferably Brokerage alternative Insurer
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