Administration Broker

FNB South Africa; Pietermaritzburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial institution in Pietermaritzburg seeks candidates for a role in policy administration. Ideal candidates should have experience in both Commercial and Personal Lines, along with a RE5 Certificate. The position involves managing client relationships, ensuring compliance, and delivering exceptional service. Strong financial acumen and attention to detail are essential for success. This diverse role offers opportunities for networking and innovation.

Benefits

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

Qualifications

• 3 years’ experience in Commercial and Personal Lines.
• Short-term insurance experience is a must.
• Candidates will require a credit record check.

Responsibilities

• Manage costs within budget to achieve efficiencies.
• Deliver exceptional customer service through innovative solutions.
• Control and manage insurance claims effectively.

Skills

Customer service

Financial acumen

Attention to detail

Problem solving

Ability to manage relationships

Education

RE5 Certificate

Product specific training

Job description

Overview

To provide required support and services to both internal and external stakeholders related to policy administration (e.g. renewals, policy endorsements, etc) and ensure continuous service to customers within agreed service level agreement.

Are You Someone Who Can

• Achieve net profit growth for business.
• Manage costs / expenses within approved budget to achieve cost efficiencies.
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SMEs, project managers and senior staff members.
• Manage existing clients and grow portfolio through making contact and generating leads.
• Resolve all customer queries efficiently, and within agreed timelines.
• Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
• Control the effective service for settlements in the business through insurance claims.
• Provide sales support efficiencies and services in order to ensure retention of clients.
• Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information.
• Comply with governance in terms of legislative and audit requirements.
• Gather and distribute relevant business information.
• Manage own development to increase own competencies.

Ideal Candidate Qualifications

• 3 years’ experience in Commercial and Personal Lines
• Short-term insurance experience
• RE5 Certificate
• DOFA statement (dated not longer than 3 months)
• Copies of qualifications completed
• Product specific training
• Certificates for CPD hours completed, for the 3-year cycle (e.g. 1 June 2022 to 31 May 2023, 1 June 2023 to 31 May 2024)
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

You Will Have Access To

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We Can Be a Match If You Are

• Administrative
• Financial acumen
• Attention to detail
• Technology savvy
• Ability to deal with customers (problem solving/ customer service)
• Ability to interpret financial statements

Are you interested to take the step? We look forward to engaging with you further. Apply now!

Job Details: Take note that applications will not be accepted on the below date and onwards; kindly submit applications ahead of the closing date indicated below: 01/10/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose this information to other parties.