Broker Administrator

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

Interact and manage relationships with Partners to action the incoming queries. Provide feedback on queries and support business with reporting needs. Handle various queries and escalate to relevant departments where needed
for resolution.

Responsibilities

Customer Service

Provide a quality service to Partners while identifying opportunities to secure new business when required and support retention.
Responsibilities may include processing cases, dealing with complex queries and investigating and resolving Partner's problems. Monitor and provide feedback to Partners.
Ensure that Processes are followed relating to any type of incoming query or task.

Document Preparation & Administration

Provide the Partners with requested documents.
Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of Partners.

Customer Relationship Management (CRM) Data

Monitor relevant information available from the various systems to ensure that the organisation maintains turn around times (TAT).

Work Scheduling and Allocation

For queries, communicate with the relevant teams to ensure tasks are completed within the TAT and follow up on progress.

Customer Relationships Development

Act as a first point of contact for resolving queries and complaints.

Performance Management

Respond to personal objectives and use performance management systems to improve personal performance. Provide feedback to relevant managers on performance and escalate performance issues to the direct manager to ensure timeliness and quality are adhered to.

Data Collection and Analysis

Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.

Insights and Reporting

When required generate daily, weekly and monthly reports for partners as requested.

Personal Capability Building

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.

Stakeholder Engagement (Internal)

Provide recommendations to any key stakeholders in order to address any possible risk to the company.

Financial Policies, Guidelines, and Protocols

Responsible for adhering to financial process with each query in order to mitigate risk for both the business as well as it's partners.
Adhere to FSCA guidelines and keep abreast with guidelines to successfully perform tasks.

Education

Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)

Experience

1 to 2 years secretarial or administrative work experience (Essential); Client Services experience, preferably in the short term environment (Essential); Knowledge of the Financial Insurance Industry (Essential); Broker 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.