Internal Broker Support Agent - Nedbank

eg. Accountant or Accounting or Kempinski



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Internal Broker Support Agent - Nedbank





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1. Patiently scroll down and read the job description below.

2. Scroll down and find how to apply or mode of application for this job after the job description.

3. Carefully follow the instructions on how to apply.

4. Always apply for a job by attaching CV with a Cover Letter / Application Letter.


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
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Before you look at how to apply for the job, take a look at the recommended career resources and guides we have for you. It is always good to prepare yourself for your dream job. Carefully read the articles and proceed to apply.

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