Nedbank Banking Jobs in Johannesburg
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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
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