Broker Support Agent at Nedbank

Job Purpose:         

• To support the Relationship Manager within Nedbank Insurance brokerage space to maximize operational efficiency.
• To offer superior client services.
•  To Identify and address client needs by providing a wide variety of services.
•  Resolves customer problems either through direct personal action or referral to alternative resources.

Job Responsibilities:

• Service the client's portfolio on a day to day basis as per the clients' instructions.
• Phoning insurance companies for quotes as per client’s requests.
• Check policy schedules and endorsements from Insurance Institutions to make sure they meet the client's needs.
• Register claims on Websure system.
• Register claims with insurers.
• 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.

Qualifications:

• Matric
• First Regulatory Exam: Representative
• Qualification as per FSB List 1 - Cat 2 and 6 (Short Term Insurance Commercial and Personal Lines)
• 2 - 3 years working experience as a Broker Support Agent working in the Short Term Insurance space with Commercial and Personal Lines within the Brokerage/Financial Services Industry.

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

Should you not receive a response from us in the next 14 working days, please note that you were not successful.