Overview
Broker Support Agent Jobs in Durban, South Africa at Nedbank
Job Classification
Requisition- 136452 – Melissa Cloete
Location- Durban
Cluster- Nedbank Wealth Cluster, Nedbank Insurance Division
Preference will be given to candidates from underrepresented groups
Job Family- Sales And Services
Career Stream- Sales
Leadership Pipeline- Manage Self:
Professional
FAIS Affected- Yes
Job Purpose
By supporting the Risk Advisor within Nedbank Insurance brokerage, we drive the Nedbank Insurance brand and service strategy in achieving targets. Maximize operational efficiency, identify, and address client needs. Maintain and build relationships with all stakeholders.
Job Responsibilities
Service and manage a portfolio of clients.
Responsibilities include management of policy renewals, retention, policy amendments, client queries, verification of client data.
Assisting Risk Advisor in obtaining quotations, onboarding of clients and issuance of policies.
Adherence to underwriting criteria and application.
Adherence to service standards and Service Level Agreement (SLA).
Identify and recommend ways to improve business processes and systems to operate more effectively and adding value to clients and business.
Support the achievement of the business vision, strategy, and values.
Achieving development goals.
FAIS requirements being achieved and fully complied with.
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.
Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
Essential Qualifications – NQF Level
Matric / Grade 12 / National Senior Certificate
Essential Qualification
Qualification as per FSCA list:
Cat 1.2 and 1.6 (Short-term Insurance Personal & Commercial lines)
First Regulatory Examination:
Representatives (RE5)
Minimum Experience Level
3-5 years working experience in the short-term insurance industry (Commercial lines) is essential
Experience working in a short-term insurance brokerage
DOFA for Cat 1.2 and 1.6 for 12 months or more
Technical / Professional Knowledge
CommunicationStrategies
Data analysis
Governance, Risk and Controls
Nedbank policies and procedures
Principles of financial management
Principles ofproject 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
Please contact the Nedbank Recruiting Team at
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
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Title: Broker Support Agent
Company: Nedbank
Location: Durban, South Africa
Category: Insurance, Finance & Banking
