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In 1998 Rand Merchant Bank Holdings and the financial services interests (First National Bank of Southern Africa Limited “FNB”? and Southern Life Limited) of Anglo-American were merged to form FirstRand Limited. FNB became a wholly owned subsidiary of FirstRand and currently trades as a division of FirstRand Bank Limited. FNB provides personal, …
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Administration Broker
Job Description
- To provide required support and services to both internal and external stakeholders related to policy administration (e.g. renewals, policy endorsements, etc) and ensure continuous service to customers within agreed service level agreement.
Responsibilities
- Achieve net profit growth for business.
- Manage costs / expenses within approved budget to achieve cost efficiencies.
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.
- Manage existing clients and grow portfolio through making contact and generating leads.
- Resolve all customer queries efficiently, and within agreed timelines.
- Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
- Control the effective service for settlements in the business through insurance claims.
- Provide sales support efficiencies and services in order to ensure retention of clients.
- Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information.
- Comply with governance in terms of legislative and audit requirements.
- Gather and distribute relevant business information.
- Manage own development to increase own competencies.
Additional Requirements
- In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
- Must have experience in Commercial and Personal Lines
- Short-term insurance experience
- Fully FAIS compliant
- RE Certificate
- DOFA statement – dated not longer than 3 months
- Copies of qualifications completed
- Product specific training
- Certificates for CPD hours completed, for the 3-year cycle e.g 1 June 2022 to 31 May 2022, 1 June 2023 to 31 May 2023 and 1 June 2024 to 31 May 2024.
Qualifications and Experience·
- Minimum Requirement: Related Degree or Diploma.
- Minimum Experience: 3 year’s related experience.
- Person must not be an unrehabilitated insolvent.
Method of Application
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