Job Purpose(a)To support the Relationship Manager within Nedbank Insurance brokerage space to maximize operational efficiency.(b)To offer superior client services.(c) To Identify and address client needs by providing a wide variety of services.(d) Resolves customer problems either through direct personal action or referral to alternative resourcesJob ResponsibilitiesService the client's portfolio on a day to day basis as per the clients' instructions.Phoning insurance companies for quotes as per client’s requests.Check policy schedules and endorsements from Insurance Institutions to make sure they meet the client's needs.Register claims on Websure system.Register claims with insurers.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 out Websure Policy schedules, documents and debit notes for new business, renewals and policy amendments to client.
Responsibilities + Skills
Qualification as per FSB list 1- Cat 2 and 6 (Short-term Insurance Personal & Commercial lines)
2 - 3 years working experience as a Broker Support Agent working in the Short Term Insurance space working with Commercial and Personal Lines in the Brokerage/Financial Services Industry.