Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: May 7, 2020
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Nedbank Group Limited is a bank holding company that operates as one of the four largest banking groups in South Africa. The company's shares have been listed on the JSE Limited since 1969. The group offers a wide range of wholesale and retail banking services through four main business clusters, namely Nedbank Corporate and Investment Banking, Nedbank Retai...
    Read more about this company

     

    Broker Support Agent

    Job Purpose

    • 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

     

    • 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.

    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 Commercial and Personal Lines)


    Minimum Experience Level

    • 2 - 3 years working experience as a Broker Support Agent working in the Short Term Insurance space with Commercial and Personal Lines within the Brokerage/Financial Services Industry.


    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

    Method of Application

    Interested and qualified? Go to Nedbank on jobs.nedbank.co.za to apply

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Nedbank Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail