Job Description

• To support the Relationship Manager within Nedbank Insurance brokerage space to maximize operational efficiency and offer superior client services.
• Identify and addresses client needs by providing a wide variety of services.
• Resolve customer problems either through direct personal action or referral to alternative resources

Job Responsibilities

• Service the client's portfolio on a day to day basis as per the clients' instructions.
• Phoning insurance companies for quotes as per clients' requests.
• Check policy schedules and endorsements from Insurance Institutions to make sure they
• meet the client's needs.
• 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 Websure Policy schedules, documents and debit notes for new business, renewals and policy amendments to Client.
• Action stakeholder requests by capturing and processing the administration request on the relevant system.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
• Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
• Provide feedback to internal and external stakeholders by generating and making available relevant reports and MIS.
• Meet and exceed internal and external client needs by timeously responding to queries and actioning the request within the Service Level Agreement (SLA).
• Collecting Annual premiums.
• Maintain Fit & Proper requirements.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• RE5
• Qualification as per FSB list 1- Cat 2 and 6 (Short-term Insurance Personal & Commercial lines)

Minimum Experience Level

• 2 - 5 years banking and/or short-term insurance experience, with proven administration experience

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

Diclaimer

Preference will be given to candidates from the underrepresented groups

Please contact the Nedbank Recruiting Team at +27 860 555 566



Please contact the Nedbank Recruiting Team at +27 860 555 566

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