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.

FAIS Affected

• FAIS Affected - Yes

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Project Management, Marketing Certificate or Diploma, Coaching accreditation, FAIS Qualification, Regulatory Examination 1 Qualification.

Minimum Experience Level

• 3-4 years working experience as a Broker Support Agent within the Short Term Insurance space dealing with Personal and Commercial Lines within the Brokerage/Financial Services Industry

Type of Exposure

• Answering customer questions
• Sharing information in different ways to increase stakeholders understanding
• Communicating complex written information.
• Brainstorming ways of improving a product or situation.
• Challenging the status quo with a view to improving the environment or people's understanding
• Communicating standards to others.
• Coordinating and securing buy-in from internal stakeholders.
• Providing professional advice/opinion
• Using different approaches in new work situations
• Coaching others

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