Broker Support Agent: Underwriting
Telesure Investment Holdings (TIH)
Date: 2 weeks ago
City: Pretoria, Gauteng
Contract type: Full time
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).
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.
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).
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.
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