Broker administrator - Gauteng at Telesure Investment Holdings (TIH)

RESPONSIBILITIES

Broker Customer Service Management

• Carry out standard customer service activities and handle simple customer enquiries. Effectively build, maintain and manage relationships with brokers. Provide accurate information to brokers and retain existing broker portfolio through service excellence. Ensure that administrative outputs are punctual and precise and answer queries verbally about a product or service.

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 for system errors on behalf of brokers, assisting BDO's with administration and registration of brokers. Provide basic administration services to brokers & BDOsin therelevant 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.

 General Education

• Grade 12/ SAQA Accredited Equivalent (Essential); Certificate of Proficiency (COP) Short Term Insurance Industry (Advantageous); Relevant 3 year Business related degree / diploma (Advantageous); FAIS and RE qualification (Advantageous)

EXPERIENCE

General Experience

• 1 to 2 years secretarial or administrative work experience (Essential);
• Client Services experience, preferably in the short term environment (Essential);
• Knowledge of the Financial Insurance Industry (Essential);
• Broker experience (Advantageous)