Broker Support Agent

2 weeks ago

Cape Town, South Africa Nedbank Full time

**Job Classification**
- Hybrid: Plattekloof, Western Cape- Job Family- Sales And Services
- Career Stream- Sales
- 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 Qualification- 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 Level- DOFA 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
- Behavioural Competencies- Building Partnerships
- Earning Trust
- Energy
- Facilitating Change
- Innovation
- Work Standards
- Planning and Organizing
- Customer Focus
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_

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