Broker Support Agent: Underwriting

Telesure Investment Holdings (TIH); Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

Join a leading financial service provider in South Africa as you assist in developing intermediary relationships and managing insurance policies. This role requires a proactive individual with a Grade 12 education, FAIS and RE5 qualifications, and 1-3 years of experience in the financial services industry. You will support underwriting, handle customer inquiries, and contribute to continuous improvement initiatives.

Qualifications

• 1-3 years of experience in the Financial Services industry.
• Short-term insurance product knowledge is advantageous.

Responsibilities

• Support underwriting of new business and renewals.
• Administer policies and manage intermediary queries.
• Ensure compliance with service level agreements.

Skills

Customer Service

Data Management

Compliance

Stakeholder Engagement

Continuous Improvement

Education

Grade 12/SAQA Accredited Equivalent

FAIS qualification

RE5 qualification

Class of Business – product knowledge

Job description

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 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

1. 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.
2. Insurance Policy Administration
   • Evaluate new and updated customer and policy information on relevant systems and set up premium collections, liaising with the intermediary to clarify incomplete and potentially inaccurate information and referring unresolved issues to others.
3. Document Management
   • Create, organize, and maintain files containing correspondence and records. Obtain all required information and documents to proceed with the claim.
4. 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.
5. Intermediary / Customer Service Management
   • Carry out standard intermediary / customer service activities and handle simple customer enquiries.
6. Stakeholder Engagement
   • Support stakeholder engagement by arranging actions, meetings, and events.
7. Compliance
   • Work within standard compliance systems and report simple non-compliance issues. Comply with service level agreements and quality standards.
8. 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 through participation in assessment and development activities, as well as formal and informal training and coaching.
9. Continuous Improvement
   • Contribute to optimizing work practices and procedures and generate new ideas to assist in continuous improvement and growth for brokers.
10. Data Management
    • Support others by working on a variety of data management tasks.
11. Performance Management
    • Ensure all work meets technical/operations standards for quality and timeliness; use performance management systems to improve personal performance.
12. External Communications
    • Create positive experiences for clients by interacting courteously with them.

Minimum Education Requirements

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).

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.