Broker Consultant Support

4 weeks ago

Gauteng, South Africa 1 Life Insurance Full time

**JOB PURPOSE**

To provide general administrative tasks and support to BCO and brokers in a manner that will ensure delivery of service and achievement of key performance deliverables.

**RESPONSIBILITIES**

**Broker Customer Service Management**

Carry out a range of customer service activities, including handling customer cases and enquiries that are more complex or outside the norm. Administration Produce, update and provide best practice support on MS documents, databases and other departmental systems to support the work of more senior colleagues. Tasks could include ensuring Broker partner packs are delivered timeously, fault logging fo system errors on behalf of brokers, assisting BDO's with administration and registration of brokers. Provide basic administration services to brokers & BDOs in the relevant region. Compliance Work within standard compliance systems and report simple non-compliance issues. Comply with service level agreements and quality standards.

**Personal Capability**

Building Maintain and build relevant knowledge and ensure effective updating of own product and system knowledge. Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

**Continuous Improvement**

Contribute to optimizing work practices and procedures and generate new ideas to assist in identifying continuous improvements and growth for broker's

**Performance Management**

Assure all work meets technical / operations standards for quality and timeliness; use performance management systems to improve personal performance.

**Data Management**

Support others by working on a variety of data management tasks. Maintain detailed records of broker information and statistical information.

**Product & Solution Development**

Support others by assisting BDO's with organisation of training and processes in order to drive sales. Ensure adherence to business and statutory requirements.

**External Communications**

Create positive experiences for clients by interacting courteously with them.

**Internal Client Relationship Management**

Help manage internal client relationships by supporting other to build effective working relations.

**BEHAVIORAL COMPETENCIES**

**Customer Focus**

Builds strong customer relationships and delivers customer-centric solutions. For example, probes deeply into customer needs to identify less obvious interests or expectations. Consistently goes above and beyond to understand customer requirements and surpass their expectations.

**Interpersonal Savvy**

Relates openly and comfortably with diverse groups of people. For example, grasps others' more obvious social cues and responds appropriately; shows tact and sensitivity in difficult interpersonal situations. Maintains productive relationships with a wide variety of people and from a range of backgrounds.

**Drives Results**

Consistently achieves results, even under tough circumstances. For example, devotes considerable effort to surpassing goals and achieving the best possible results; goes above and beyond to achieve excellence. Drives ahead with great focus when faced with obstacles and setbacks; maintains productivity and a positive attitude.

**Ensures Accountability**

Holds self and others accountable to meet commitments. For example, holds self to high standards and consistently honors policies, procedures, and work requirements. Scrupulously ensures all work is correct.

**Collaborates**

Builds partnerships and works collaboratively with others to meet shared objectives. For example, readily involves others to accomplish goals; stays in touch and shares information; discourages "us versus them" thinking; shows appreciation for others' ideas and input.

**Persuades**

Uses compelling arguments to gain the support and commitment of others. For example, gives many insightful suggestions and offers thoughtful positions, once informed about the issues. Thinks carefully and solicits insight into how to build a compelling argument that resonates with others' interests.

**Communicates Effectively**

Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.

**Action Oriented**

Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, identifies what needs to be done and acts quickly. Shows optimism and enthusiasm that affects others positively. Works independently but knows when to ask for help.

**Being Resilient**

Rebounds from setbacks and adversity when facing difficult situations. For example, skillfully handles disruptions, obstacles, and emotional or stressful situations and nevertheless makes steady progress; seeks insig

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