Broker Support Agent
Nedbank Private WealthDurban, KwaZulu-Natal, South Africa30+ days ago
Job descriptionService 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. 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) - Matric 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. 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 Building Partnerships Earning Trust Energy Facilitating Change Innovation Work Standards Planning and Organizing Customer Focus
Requisition Details and Talent Acquisition Contact
- Job Requisition : 142237
- TA Specialist : Refilwe Falatsi
- Closing Date : 24 October 2025
- Location : Park Square Campus Umhlanga KZN
- Cluster : Personal and Private Banking Nedbank Insurance Operations
- Please Note : Preference will be given to applicants from Underrepresented Groups
FAIS Affected
FAIS Affected - Yes
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
People Specification
Essential Qualifications - NQF Level
Essential Qualification
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
Behavioural Competencies
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
Employment Type : Full Time
Experience : years
Vacancy : 1
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Broker Support Agent • Durban, KwaZulu-Natal, South Africa
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