Broker Support Agent Underwriting

Gauteng, South Africa

Job Description


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

  • Grade 12/ SAQA Accredited Equivalent (Essential)
  • Short-term Insurance Certificate (NQF4) (Essential)
  • FAIS and RE5 qualification (Advantageous)
General Experience
  • 2 to 3 years' work experience in short-term insurance (Essential)
  • Client Services experience, preferably in the short term insurance environment (Essential)
  • Knowledge of the short-term insurance Industry (Essential)
  • Domestic and commercial underwriting experience (Essential)
ADDITIONAL INFORMATION

*SAQA Accredited Equivalent - it is the onus of the applicant to provide TIH and its subsidiaries with certified evidence that their qualification(s) meet the
equivalent NQF level required for this role at time of application. As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times. By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified.

Telesure Investment Holdings

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Job Detail

  • Job Id
    JD1269711
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Gauteng, South Africa
  • Education
    Not mentioned