Life Insurance Branch Office Manager - Branch Administration - Polokwane
Degree in Management
RE 5 (Representatives)
RE 1 (Key Individuals) (Advantage)
Recognised qualification as per the FSB list of recognised qualifications
4 Years’ Experience in the Life Insurance Industry essential
3 years in Management
Experience in Category A, B, C and Retail Benefits
To manage and oversee branch administration and support to sales
Manage all client liaison and sales support in the branch offices
Manage the service delivery to external and internal clients (TCF)
Handle and report complaints effectively (TCF)
Manage compliance and effectiveness of client service levels (TCF)
Monitor the quality of all client services administration towards sales (TCF)
Assist sales to ensure that sales targets are achieved
Management, adherence and control of client survey (TCF)
Management of business retention
Manage new business policy administration
Oversee efficiency & accuracy of data capturing (TCF)
Oversee compliance of quality assurance on all new business processes (TCF)
Oversee Tick off procedures and policies (TCF)
Manage claims administration
Review claims to ensure that personnel have processed it promptly, and made notes on the system (TCF)
Maintain that claims procedures are adhered to (TCF)
Follow procedures on storage of claims documentation (TCF)
Management of budgetary control
Compile budget
Manage branch office expenses within budgetary constraints
Plan and develop methods and procedures to lower operational expenses
Manage the purchasing, inventory stocks and supplies
Submit report on monthly administration activity on daily functioning of the offices, challenges
Provide weekly stats to Sales on outstanding correspondence on new business
Oversee the submission of claims registers
Management of logistics
Ensure offices are well maintained
Liaise with facilities department for any maintenance related issues
Responsible for compliance and TCF
Adhere to company policies and procedures, code of conduct in accordance with FSB and regulatory requirements
Coach staff on relevant legislation and industry principles
Coach staff on relevant business rules, policies, procedures
Comply with FAIS requirements
Supervise employee representative when rendering services under supervision
Submit supervision evidence to HR on a monthly basis
Mentor and train supervisee to ensure that they have a proper understanding of products
Observe meetings between employee and clients
Management of staff
Audit and control of attendance registers
Manage staff leave
Monitor and review staff performance monthly and biyearly (TCF)
Will be required to travel to various branches
Drivers licence required
R 30 000 cost to company per month