Nedbank Banking Jobs in Johannesburg
✅ Job Alerts Activated
You'll now receive future job opportunities instantly.
Thinking about applying?
Before you submit your application, take a moment to go through all the details carefully.
Scroll down to read the full job description, including responsibilities, requirements, and benefits — and see if it’s the right fit for you.
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.
ADVERTISEMENT - CONTINUE READING BELOW ↓ CONTINUE BELOW ↓
- 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.
ADVERTISEMENT - CONTINUE READING BELOW ↓ CONTINUE BELOW ↓
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
ADVERTISEMENT - CONTINUE READING BELOW ↓ CONTINUE BELOW ↓
Behavioural Competencies
- Building Partnerships
- Earning Trust
- Energy
- Facilitating Change
- Innovation
- Work Standards
- Planning and Organizing
- Customer Focus
👉 STOP: Ready to Apply?
Don't miss out on this opportunity! Carefully review the job details one last time. Once you're ready, scroll down to the bottom of this page to access the How to apply button.
Hurry—applications for this cycle are closing soon!← View More Banking Jobs
✅ Enterprise Banker Fais - Absa Bank