Broker Support Agent at Nedbank

Job Purpose of the Broker Support Agent 

• 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

• 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.

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• Advise clients on the right Insurance cover to take.
• Handling and responding to both Client and Insurance Companies queries through faxes, e-mail and telephonically.
• Improve on ways to provide client service excellence.
• Support sales process through client onboarding / new business.
• Register claims on Websure system.
• Register claims with insurers.
• Follow up on claims until payments have been finalized.
• 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.
• Provide feedback to internal and external stakeholders by generating and making available relevant reports and MIS.
• Service the client's portfolio on a day to day basis as per the clients' instructions.

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.

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Minimum Experience Level

2 - 3 years working experience as a Broker Support Agent in the Short Term Insurance space dealing with Commercial and Personal Lines within the Banking/Brokerage 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

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Behavioural Competencies

• Building Partnerships
• Earning Trust
• Energy
• Facilitating Change
• Innovation
• Work Standards
• Planning and Organizing
• Customer Focus