Internal Broker Support Agent - Nedbank

Job Purpose

• To drive the Nedbank Insurance brand and support sales and service strategy in achieving targets.

Job Responsibilities

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Administration and management of the client’s insurance portfolio on a daily basis
• Be the go-to person for all insurance-related queries for clients including short term and Life insurance
• Manage a portfolio of clients both on Short Term and Long-Term Insurance
• Ensure adherence to underwriting criteria and application as per Insurer requirement

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• Ensure adherence to service standards and strategies by observation and measurement and recommending corrective action.
• Drive service disciplines by identifying shortfalls and ensuring corrective action is taken.
• Improve productivity and participation through focus session
• Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from Management 
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction

Minimum Experience Level

• 3-5 years working experience as a Relationship Manager in the Short Term Personal and Commercial Lines space

Preferred Qualification

• FAIS Qualification, Full Short-Term Insurance qualification (NQF level 4 or 5), First Regulatory Examination Qualification ( RE 5 )

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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

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• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Cluster Specific Operational Knowledge
• Credit and risk Knowledge