Senior Clerk: Broker Support

Job Ref #: Senior Clerk: Broker Support
Industry: Insurance
Job Type: Permanent
Positions Available: 1

We are looking for an individual Senior Clerk: Broker Support who is able to work independently with excellent verbal and written communication skills to be part of our operation support insurance team. Under the supervision of the department head, you will be responsible for the appointments and maintenance of brokers, broker area managers, broker consultants and group scheme consultant’s contracts.

Job Description Senior Clerk: Broker Support

• Evaluate and process broker applications within the department turnaround times and process any outstanding requirements and facilitate background checks.
• Update the application status on the systems and communicate application status with relevant stakeholders.
• Reconcile broker codes and ensure codes are allocated correctly, facilitate record keeping of all documentation and correspondence of broker.
• Evaluate, process request to broker contracts, compile an addendum and send for authorisation.
• Communicate any broker changes to all stakeholders to effect changes and file all documentation in brokers file once amendment is finalized.
• Generate termination and suspension letters to brokers not meeting the required standards and ensure that all brokers’ investigations are recorded and reported to management.
• Facilitate the annual Personal Service Provider status verification of contracted brokers to ensure compliance with Tax legislations and facilitate administration of BBB-EE.
• Investigate received broker request from business stakeholders, New Business and Complaints department.
• Request the broker issued business report and scrutinize for any alarming patterns that propels for investigation, compile and refer the preliminary investigation report to Forensic department for an in-depth investigation.
• Communicate the final forensic report to the broker and broker consultant, thereafter refer to the fit and proper committee for review.
• Provide administration support to brokers, external broker call centers, group schemes and benefits.
• Assist with department functions in case of a team members’ absenteeism and assist with branches enquiries.

Job Requirements Senior Clerk: Broker Support

• Grade 12.
• Tertiary qualification
• RE1/RE5 will be a strong advantage
• Intermediate Computer Skills (Ms Office, Excel and E-mail)
• Extensive experience in providing administrative support
• Experience in coordinating projects will be an advantage
• Extensive knowledge of Financial Advisory and Intermediary Services Act & Regulations
• Ability to identify fraudulent/suspicious practices
• Excellent verbal and written communication skills.
• Good interpersonal skills to work with management and suppliers.
• Ability to pay attention to detail
• Ability to work under pressure and still be effective

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