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Nedbank Recruiting

Requisition Details & Talent Acquisition Contact

103621 - Debbie Fuyani

Location

Western Cape - George

Cluster

Nedbank Wealth Insurance

Job Family
Sales And Services
Leadership Pipeline
Manage Self: Professional
Position

Broker Support Agent

Job Purpose

(a)To support the Relationship Manager within Nedbank Insurance brokerage space to maximize operational efficiency.

(b)To offer superior client services.

(c) To Identify and address client needs by providing a wide variety of services.

(d) 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

Matric

First Regulatory Examination: Representatives

Qualification as per FSB list 1- Cat 2 and 6 (Short-term Insurance Personal & Commercial lines)

Minimum Experience Level

2 - 3 years working experience as a Broker Support Agent working in the Short Term Insurance space working with Commercial and Personal Lines in 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
Declaration

Preference will be given to candidates from the underrepresented groups

Please contact the Nedbank Recruiting Team at +27 860 555 566

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Please contact the Nedbank Recruiting Team at +27 860 555 566

Apply now »