Broker Support Agent

2 weeks ago

CapeTown, South Africa Nedbank Full time
Requisition Details & Talent Acquisition Contact

REQ: 131223

Talent Acquisition Consultant: Lerato Sithole

Location: Western Cape

Cluster: Wealth- Insurance

Closing Date: 23 February 2024

Job Family
Sales And ServicesCareer Stream
SalesLeadership Pipeline
Manage Self: ProfessionalFAIS Affected
FAIS Affected - YesJob 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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