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Insurance Brokerage Support Specialist

2 months ago

Johannesburg, Gauteng, South Africa Nedbank Full time
Job Overview

Nedbank is seeking a skilled Insurance Brokerage Support Specialist to join our team. As a key member of our brokerage team, you will play a critical role in driving the Nedbank Insurance brand and service strategy in achieving targets.

Key Responsibilities
  • Manage a portfolio of clients, providing exceptional service and support to ensure their needs are met.
  • Assist in the management of policy renewals, retention, policy amendments, and client queries.
  • Collaborate with Risk Advisors to obtain quotations, onboard clients, and issue policies.
  • Ensure adherence to underwriting criteria and application.
  • Identify and recommend ways 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.
  • Achieve development goals and ensure FAIS requirements are met.
  • 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.
Requirements
  • 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)
  • NQF 5 Higher certificate in Short-term Insurance
  • 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 Skills
  • 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