Broker Support Agent

Nedbank Private Wealth; Durban; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services provider is seeking an experienced individual to support the Risk Advisor in managing client portfolios and ensuring compliance with insurance standards in KwaZulu-Natal. The role requires 3-5 years of experience in short-term insurance and a strong background in sales and customer relationship management. Candidates must hold relevant qualifications, including a Short Term Insurance Qualification and an RE5 Certificate.

Qualifications

• 3-5 years working experience in the short-term insurance industry, particularly in Personal & Commercial lines.
• Experience working in a short-term insurance brokerage.
• Understanding of communication strategies and governance risk.

Responsibilities

• Service and manage a portfolio of clients.
• Manage policy renewals and client queries.
• Support the Risk Advisor in onboarding clients.

Skills

Sales Experience

B2B Sales

Business Management

Negotiation

Customer Focus

Education

Matric / Grade 12 / National Senior Certificate

Short Term Insurance qualification

RE5 Certificate

NQF 5 Higher certificate in Short-term Insurance

Job description

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

• Service and manage a portfolio of clients.
• Responsibilities include management of policy renewals retention policy amendments client queries verification 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 and adding 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

Essential Qualification

• 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.

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

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