Broker Support Agent Underwriting

Telesure Investment Holdings (TIH); Pretoria; Presencial; ZAR 260.000 - 420.000; Jornada completa

Descripción de la vacante

TIH in Pretoria is seeking an intermediary relations support specialist to assist the PM in developing and maintaining relationships with intermediaries. You will administer policies, endorsements, new business and renewals, and route enquiries to risk, claims, and other internal teams.

You will support underwriting management, policy administration and data management, while ensuring compliance with SLAs and quality standards.

Formación

• Grade 12 / SAQA Accredited Equivalent (Essential).
• FAIS and RE5 qualification (Essential).
• Class of Business - product knowledge (Essential).

Responsabilidades

• Assist the PM to develop and maintain intermediary relationships by assisting with intermediary queries.
• Administer policies, endorsements, new business and renewals.
• Direct and manage enquiries to other internal departments such as Risk Desk, FAC desk, Survey department and Claims department.
• Support underwriting of new business and renewal cases by verifying information against standard rates.
• Evaluate and set up premium collections, liaising with intermediaries to clarify information.
• Create, organize and maintain files and documents for correspondence and records.
• Produce and update MS documents, databases and systems for senior colleagues.
• Carry out standard intermediary/customer service activities and handle simple enquiries.
• Arrange actions, meetings and events to support stakeholder engagement.
• Work within compliance systems and report non-compliance; meet SLAs and standards.
• Maintain and build knowledge; participate in training and coaching.
• Contribute to improving work practices and drive improvements for brokers.
• Support data management tasks to assist the team.
• Ensure all work meets quality and timeliness standards; use performance systems.
• Create positive experiences for clients through courteous interactions.

Conocimientos

Intermediary relationships

Policy administration

Customer service

Educación

Grade 12 / SAQA Accredited Equivalent

FAIS and RE5 qualification

Class of Business - product knowledge

Herramientas

MS Office/Databases

Policy systems

Descripción del empleo

Join TIH, home to some of South Africa's leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

Assist and support the PM to develop and maintain intermediary relationships by assisting with intermediary queries. Administer and issue of policies, endorsements, new business and renewals. Direct and manage enquiries to other internal departments such as Risk Desk, FAC desk, Survey department and Claims department.

Responsibilities

Underwriting Management

Support the underwriting of new business and renewal cases by verifying the completeness and accuracy of information and checking against standard rates, referring issues to senior colleagues when necessary.

Insurance Policy Administration

Evaluate new and updated customer and policy information on the relevant systems and set up premium collections, liaising with the intermediary to clarify incomplete and potentially inaccurate information and referring unresolved issues to others.

Document Management

Create, organize and maintain files containing the correspondence and records. Obtain all required information and documents to proceed with the claim.

Administration

Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of more senior colleagues.

Intermediary / Customer Service Management

Carry out standard intermediary / customer service activities and handle simple customer enquiries.

Stakeholder Engagement

Support stakeholder engagement by arranging actions, meetings, and events.

Compliance

Work within standard compliance systems and report simple non-compliance issues.
Comply with service level agreements and quality standards.

Personal Capability Building

Maintain and build relevant knowledge and ensure effective updating of own product and system knowledge. Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Continuous Improvement

Contribute to optimising work practices and procedures and generate new ideas to assist in identifying continuous improvements and growth for broker's.

Data Management

Support others by working on a variety of data management tasks.

Performance Management

Assure all work meets technical / operations standards for quality and timeliness; use performance management systems to improve personal performance.

External Communications

Create positive experiences for clients by interacting courteously with them.

Education

Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business - product knowledge (Essential)

Experience

1-3 years Financial Services industry experience (Essential); Short-term insurance product knowledge / intermediary experience (Advantageous).