Broker Support Agent - DurbanFull job descriptionRequisition Details & Talent Acquisition ContactREQ: 133342Talent Acquisition Consultant: Lerato SitholeLocation: Durban- Umhlanga RocksCluster: Nedbank Wealth InsuranceClosing Date: 29 April 2024Job FamilySales And ServicesCareer StreamSalesLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeBy 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 ResponsibilitiesService 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 LevelMatric / Grade 12 / National Senior CertificateEssential QualificationsQualification as per FSCA list: Cat 1.2 and 1.6 (Short-term Insurance Personal & Commercial lines)RE5 CertificatePreferred QualificationsNQF 5 Higher certificate in Short-term InsuranceMinimum Experience Level3-5 years working experience in the short-term insurance industry (Personal & Commercial lines)Experience working in a short-term insurance brokerage.DOFA for Cat 1.2 and 1.6 for 12 months or moreTechnical / Professional KnowledgeCommunication StrategiesData analysisGovernance, Risk and ControlsNedbank policies and proceduresPrinciples of financial managementPrinciples of project managementRelevant regulatory knowledgeRelevant software and systems knowledgeCluster Specific Operational KnowledgeCredit and risk KnowledgeBehavioural CompetenciesBuilding PartnershipsEarning TrustEnergyFacilitating ChangeInnovationWork StandardsPlanning and OrganizingCustomer FocusDisclaimerPreference will be given to candidates from the underrepresented groups-Please contact the Nedbank Recruiting Team at +27 860 555 566Report job
