RESPONSIBILITIES:
Organisational Risk Management
Support others by carrying out simple risk monitoring and assessment tasks.
Underwriting Insurance Cases
Support the underwriting of existing business and renewal cases by verifying the completeness and accuracy of information and checking against standard rates, referring issues to senior colleagues when necessary.
Administration
Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of more senior colleagues. Tasks could include ensuring Broker partner packs are delivered timeously, assisting Portfolio Manager's with administration. Provide basic administration services to Portfolio Manager's in the relevant regions.
Branch Customer Service Management
Carry out standard customer service activities and handle simple partner enquiries.
Stakeholder Engagement
Support stakeholder engagement by arranging actions, meetings, and events
Internal Client Relationship Management
Help manage internal client relationships by supporting other to build effective working relations.
Compliance
Work within standard compliance systems and report simple non-compliance issues. Comply with service level agreements and quality standards.
Personal Capability Building
Maintain and build relevant knowledge and ensure effective updating of own product and system knowledge. Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Continuous Improvement
Contribute to optimizing work practices and procedures and generate new ideas to assist in identifying continuous improvements and growth for the team.
Data Management
Support others by working on a variety of data management tasks.
Product & Solution Development
Support others by assisting Portfolio Manager's within the organisation with training and processes. Ensure adherence to business and statutory requirements.
Performance Management
Assure all work meets technical / operations standards for quality and timeliness; use performance management systems to improve personal performance.
Internal Communications
Create positive experiences for internal partners by interacting courteously with them.
Skills
BEHAVIORAL COMPETENCIES
Customer Focus
Builds strong customer relationships and delivers customer centric solutions. For example, keeps in contact with customers to ensure problems are resolved, or to improve customer service. Studies customer feedback and emerging customer needs and uses these to determine some creative new ideas.
Builds Networks
Effectively builds formal and informal relationship networks inside and outside the organization. For example, draws upon own network to gain insight, build support, and achieve outcomes. Leverages networks to identify industry experts, explore some best practices, and exchange ideas and knowledge.
Interpersonal Savvy
Relates openly and comfortably with diverse groups of people. For example, takes time to build rapport in meetings; speaks about common interests and priorities; shows tact and sensitivity in difficult interpersonal situations. Maintains productive relationships with a wide variety of people and from a range of backgrounds.
Collaborates
Builds partnerships and works collaboratively with others to meet shared objectives. For example, readily involves others to accomplish goals; stays in touch and shares information; discourages "us versus them" thinking; shows appreciation for others' ideas and input.
Drives Results
Consistently achieves results, even under tough circumstances. For example, devotes considerable effort to surpassing goals and achieving the best possible results; goes above and beyond to achieve excellence. Drives ahead with great focus when faced with obstacles and setbacks; maintains productivity and a positive attitude.
Ensures Accountability
Holds self and others accountable to meet commitments. For example, holds self to high standards and consistently honors policies, procedures, and work requirements. Scrupulously ensures all work is correct.
Persuades
Uses compelling arguments to gain the support and commitment of others. For example, gives many insightful suggestions and offers thoughtful positions, once informed about the issues. Thinks carefully and solicits insight into how to build a compelling argument that resonates with others interests.
Communicates Effectively
Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
Plans and Aligns
Plans and prioritizes work to meet commitments aligned with organizational goals. For example, outlines clear plans that put actions in a logical sequence; conveys some time frames. Aligns own work with relevant workgroups. Takes some steps to reduce bottlenecks and speed up the work.
Action Oriented
Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, identifies what needs to be done and acts quickly. Shows optimism and enthusiasm that affects others positively. Works independently but knows when to ask for help.
Being Resilient
Rebounds from setbacks and adversity when facing difficult situations. For example, skillfully handles disruptions, obstacles, and emotional or stressful situations and nevertheless makes steady progress; seeks insight into the situation, reduces tensions, and finds optimal solutions. Swiftly recovers from significant setbacks.
Manages Complexity
Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, gathers basic information to understand a problem and find a solution. Seeks to understand and apply systematic problem-solving methods; distinguishes symptoms from underlying problems.
Instills Trust
Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, demonstrates integrity, upholding professional codes of conduct. Instills trust by following through on agreements and commitments despite competing priorities and by being honest and straightforward.
Customer Service Delivery
Works without supervision while providing technical guidance as needed on meeting high customer service standards.
Account/Client Management
Works with guidance (but not constant supervision) to manage policies in a way that provides benefits both for the organisation and its partners.
Verbal and Written Communication
Use clear and effective verbal and written communication skills to express ideas, request actions and formulate plans or policies.
Attention to Detail
Apply concepts of knowledge / skill to pay attention to details.
Data Management
Works under guidance (but not constant supervision) to acquire, organise, protect and process data to fulfill business objectives.
Product Management
Works with guidance (but not constant supervision) to manage and develop all aspects of a product or service so that it achieves its maximum impact and value in the organisation.
General Education
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