Broker Support Agent (CB S)
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Job Location:
Durban - South Africa
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Classification
- Job Requisition: 144156
- TA Specialist: Refilwe Falatsi
- Closing Date: 13 March 2026
- Contact Details:
- Location: Park Square Campus Umhlanga KZN
- Cluster: Personal and Private Banking Nedbank Insurance Broker Support
- Employment Equity Statement: Preference will be given to applicants from Underrepresented Groups
FAIS Affected
Job Purpose
By supporting the Risk Advisor within Nedbank Insurance brokerage we drive the Nedbank Insurance brand and service strategy in achieving targets. Maximize operational efficiency identify and address client 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 queriesverification 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 andadding 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.
People Specification
Essential Qualifications (NQF Level)
- Matric / Grade 12 / National Senior Certificate
- Short Term Insurance qualification (The actual certificate with SAQA confirmation to verify)
- Qualification as per FSCA list: Cat 1.2 and 1.6 (Short-term Insurance Personal & Commercial lines) (DoFA)
- RE5 Certificate
- COB required if appointed after 1 April 2018 on specific category
- CPD for previous period from June 2024 to May 2025 if applicant was on the FAIS register during that period.
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.
DOFA for Cat 1.2 and 1.6 for 12 months or more
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
Please contact the Nedbank Recruiting Team at
Required Experience:
Unclear Seniority
Key Skills
- Sales Experience
- B2B Sales
- Business Management
- Pricing
- Securities Law
- Service-Oriented Architecture
- Inside Sales
- Market Research
- Outside Sales
- Telemarketing
- WebSphere
- negotiation
About Company
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