Internal Broker Support Agent - Nedbank



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Nedbank Banking Jobs in Johannesburg


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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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