Broker Client Services Agent

Date: 22 Apr 2025

Location:

Midrand, Gauteng, ZA

Company: Sanlam Group

Who are we?

MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the “what-ifs” of the world. Company values that every employee subscribes to are: Energy, Freedom, Accountability and Attitude. The ideal candidate is one who has the courage to be bold and subscribes to MiWay’s core values! Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then MiWay is the place for you!

What will you do?

We are looking for a very strong candidate to join our Broker Client Services Team. You need to be passionate about people, display professionalism in dealing with clients and Brokers. You will be attending to incoming queries either telephonic or via email from both Brokers and Broker clients and doing underwriting when requested by the client or broker.

Minimum Qualification

•   Regulatory Exam (RE 5)
•   Matric / NQF 4
•   Full FAIS Credits

Minimum Experience

•   Minimum 3 years Insurance administrative experience
•   Exposure to the broker or dealer servicing environment
•   Minimum 3 years Personal Lines Underwriting experience

Deliverables include, but will not be limited to

•   Attend to incoming queries either telephonic or via email from both Brokers and Broker Clients
•   Assist with amendments to client’s policies.
•   Provide brokers with constant feedback on queries.
•   Attend to QA corrections as identified by the QA department.

Competencies Required

•   Organized
•   Self-disciplined
•   Self-motivated
•   Analytical
•   Attention to detail.
•   Excellent administrative Skills
•   Good communication skills
•   Able to work flexible hours.
•   Customer focus
•   Active listening skills
•   Results oriented.
•   Teamwork
•   Follow up – must be able to establish procedures to monitor that, which has been promised and delivered
•   Good MS Office skills
•   Ability to plan and manage time efficiently

Knowledge and Skills

Customer Service

Team Support

Administration

Quality, compliance and accreditation

Personal Attributes

Communicates effectively - Contributing dependently

Decision quality - Contributing dependently

Action orientated - Contributing dependently

Optimises work processes - Contributing dependently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Deadline to apply: 30 April 2025

Our commitment to transformation

At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.