Job Classification
Job Family
Sales And Services
Career Stream
Sales
Leadership Pipeline
Manage Self: Professional
FAIS Affected
FAIS Affected - Yes
Job Purpose
By supporting the Risk Advisor within Nedbank Insurance brokerage, we d rive the Nedbank Insurance brand and service strategy in achieving targets. Maximize operational efficiency, identify, and address client needs. Maintain and build relationships with all stakeholders.
Job Responsibilities
- Service and manage a portfolio of clients.
- Responsibilities include management of policy renewals, retention, policy amendments, client queries, verification of client data.
- Assisting Risk Advisor in obtaining quotations, onboarding of clients and issuance of policies.
- Adherence to underwriting criteria and application.
- Adherence to service standards and Service Level Agreement (SLA).
- Identify and recommend ways to improve business processes and systems to operate more effectively and adding value to clients and business.
- Support the achievement of the business vision, strategy, and values.
- Achieving development goals.
- FAIS requirements being achieved and fully complied with.
- Comply with Risk standards, policies and procedures as required by Compliance.
- Share knowledge and industry trends with team and stakeholders during formal and informal interactions.
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
Essential Qualification
- Qualification as per FSCA list: Cat 1.2 and 1.6 (Short-term Insurance Personal & Commercial lines)
- First Regulatory Examination: Representatives (RE5)
Preferred Qualification
NQF 5 Higher certificate in Short-term Insurance
Minimum Experience Level
- 3-5 years working experience in the short-term insurance industry (Personal & Commercial lines)
- Experience working in a short-term insurance brokerage
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
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Please contact the Nedbank Recruiting Team at +27 860 555 566
