Insurance Support Specialist

5 days ago


Durban, KwaZulu-Natal, South Africa Nedbank Full time

At Nedbank, we are committed to driving the Nedbank Insurance brand and service strategy in achieving targets. Our goal is to maximize operational efficiency, identify and address client needs, and maintain and build relationships with all stakeholders.

Key Responsibilities
  • Service and manage a portfolio of clients, ensuring seamless policy renewals, retention, and amendments.
  • Collaborate with Risk Advisors to obtain quotations, onboard clients, and issue policies while adhering to underwriting criteria and applications.
  • Adhere to service standards and Service Level Agreements (SLAs) to ensure excellent customer experience.
  • Identify opportunities to improve business processes and systems to operate more effectively and add value to clients and business.
  • Support the achievement of the business vision, strategy, and values by contributing to transformation goals and participating in Nedbank culture-building initiatives.
Essential Qualifications
  • Matric / Grade 12 / National Senior Certificate
  • 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 (Commercial lines) is essential
  • Experience working in a short-term insurance brokerage
  • DOFA for Cat 1.2 and 1.6 for 12 months or more
Technical Knowledge Requirements
  • 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
  • Building Partnerships
  • Earning Trust
  • Energy
  • Facilitating Change
  • Work Standards
  • Planning and Organizing
  • Customer Focus


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