Internal Broker Agent
Job Status: Active ✓
|Job Type||Full Time|
To maximize operational efficiency and offer superior client service in the role of an internal broker. Identify and address client needs by providing a wide variety of services and solutions. Resolves customer problems either through direct personal action or referral to alternative resources.
Administration and management of the client’s insurance portfolio on a day to day basis.
Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
Identify common customer service breakdown and drive relevant corrective measurements to ensure customer satisfaction.
Analyse relevant customer feedback systems and identify common trends in customer breakdowns and recommend corrective action to achieve world class service expectations.
Ensure adherance to service standards and strategies by observation and measurement and recommending corrective action.
Collaborate with key stakeholders to identify initiatives to ensure achievement of sales and service targets.
Support relevant areas to achieve sales and service objectives by highlighting gaps and opportunities.
Monitor and coach to ensure understanding and effective utilisation of all sales and service systems to achieve strategic objectives.
Reducing application errors and improve data quality by identifying frequent offenders and putting corrective activities in place.
Conduct regular checks on sales claimed and leads provided to ensure compliance with policy and procedures.
Monitor budget to ensure no overspend on marketing and sales within the region.
Improve branch profitability through driving net new to franchise acquisition.
Drive activation and entrench sales to improve revenue generating accounts.
Focus on portfolio tilt and drive relevant products to increase revenue.
Plan and implement local area marketing activities.
Identify gaps in sales performance and provide training to impacted staff.
Drive strategic sales levers by observing; coaching and testing for understanding.
Increase sales by researching market and identifying sales opportunities and ensuring fulfillment.
Drive daily sales disciplines by identifying shortfalls and ensuring corrective action is taken.
Improve productivity and participation through daily focus on sales levers.
Measure and drive sales leads and usage of relevant sales systems to improve cross selling opportunities.
Improve cross sell through driving digital enticement by identifying lost opportunities and communicating these to relevant stakeholders.
Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
Identify training courses and career progression for self through input and feedback from management.
Ensure all personal development plan activities are completed within specified timeframe.
Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
FAIS Affected - Yes
Essential Qualifications - NQF Level
Matric / Grade 12 / National Senior Certificate
Project Management, Marketing Certificate or Diploma, Coaching accreditation, FAIS Qualification, Regulatory Examination 1 Qualification.
Minimum Experience Level
3-5 years working experience as an Internal Broker Agent in Personal and Commercial Lines within the Wealth Insurance space in Banking/Financial Services.
Technical / Professional Knowledge
Business terms and definitions
Governance, Risk and Controls
Nedbank policies and procedures
Nedbank vision and strategy
Principles of financial management
Principles of project management
Relevant regulatory knowledge
Relevant software and systems knowledge
Cluster Specific Operational Knowledge
Credit and risk Knowledge
Planning and Organizing
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