Team Lead: Broker Support Underwriting

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

JOB PURPOSE

Oversee and guide a team responsible for supporting the PM in developing and
maintaining strong intermediary relationships. Ensure efficient handling of
intermediary queries, policy administration, and coordination with internal
departments, while driving team performance and fostering collaboration.
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.
Leadership and Direction
Supervise a team performing routine work.
Complaints and Escalation Management
Support the BSA team with complaints and escalations.

Responsibilities

Oversee and guide a team responsible for supporting the PM in developing and
maintaining strong intermediary relationships. Ensure efficient handling of
intermediary queries, policy administration, and coordination with internal
departments, while driving team performance and fostering collaboration.



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.



Leadership and Direction
Supervise a team performing routine work.
Complaints and Escalation Management
Support the BSA team with complaints and escalations.

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
Contribute to stakeholder engagement through identifying stakeholders, finding
out their needs/issues/concern and reacting to these by arranging meetings and events and drafting supporting materials to promote understanding and
commitment.
Compliance
Review non-compliance issues and find solutions to ad hoc problems within an
assigned unit or discipline. Involves working under guidance and within existing
compliance systems.

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
Use data management systems to access specific information as and when
required.

Performance Management
Respond to personal objectives and use performance management systems to
improve personal performance. OR monitor the performance of the team;
allocate work and review completion, take appropriate corrective action to
ensure timeliness and quality; contribute to formal individual performance
management and appraisal.
External Communications
Use the external communications system to access specific information.

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

General Experience
1 – 3 years Financial Services industry experience (Essential); Short-term
insurance product knowledge / intermediary experience (Advantageous)

Managerial Experience
1 or more years' experience of general supervision of more junior colleagues
(Essential)

Education

Experience

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.