Broker Support & Underwriting Associate

Telesure Investment Holdings (TIH); Pretoria; On-site; ZAR 260,000 - 420,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Intermediary relationships

Policy administration

Customer service

Education

Grade 12 / SAQA Accredited Equivalent

FAIS and RE5 qualification

Class of Business - product knowledge

Tools

MS Office/Databases

Policy systems

Job description

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.