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Supervisor: Branch Operations
Assupol - Kimberley, Northern Cape
Closing date yi 17 ka October 2019
Regrettably, this position has been removed.
Purpose
- To supervise branch administration and operations
Requirements
- Matric
- Relevant Qualification ( recognised by the FSCA)
- Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals (Advantage)
- Class of Business (Long Term Insurance and Investments, Pension Fund Benefits)
- 3 years’ experience in the Insurance Industry
- 1 years’ experience in Supervisory Role
- Experience in categories A, B1, B2, B2A, B1A, C and retail pension benefit
- CPD
Skills & Competencies
- Computer skills (Advanced MS office)
- Excellent Communication skills
- Leadership
- Problem solving
- Interpersonal skills
- Analytical skills
- Literacy
Responsibilities
Supervise all client liaison and sales support in the branch offices
- Supervise the service delivery to internal & external clients (TCF)
- Manage the client service of walk in and telephonic enquiries
- 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)
- Adherence and control of client survey (TCF)
- Ensure correctness of documentation
- Maintain and monitor client service registers
Supervise new business policy administration
- Oversee and manage the efficiency & accuracy of data capturing for the group (TCF)
- Oversee compliance of quality assurance on all new business processes (TCF)
- Oversee Tick off procedures and policies (TCF)
- Maintain and monitor new business and returns registers
- Assist Office and Sales Managers to ensure that sales targets are achieved
- Ensure minimum data capturing targets are met
Supervise claims administration
- Review claims to ensure that personnel have processed it accurately, promptly, and made notes AIMS (TCF)
- Maintain that claims procedures are adhered to (TCF)
- Follow procedures on record keeping and storage of claims documentation (TCF)
- Maintain and monitor claims registers
- Monitor efficiencies on decentralization claims procedures
Assist Office Manager with budgetary control
- Assist with managing of branch office expenses within budgetary constraints
- Plan and develop methods and procedures to lower operational expenses
- Assist with the purchasing, inventory stocks and supplies
Information Reconciliation & Reporting on Branch Office Operations
- Compile and submit weekly client service administration activity reports
- Compile weekly report on new business - received, finalized, returned and outstanding’s
- Reporting to manager on claims progress and activities
- Provide weekly stats to Sales on outstanding correspondence and returned new business
- Report on challenges and solutions to manager
- Assist and manage with the stationery, inventory & supplies records
- Maintain up to date Supervision records
Management of logistics
- Ensure branch offices adheres to the corporate identity (dress code, branding, etc)
- Ensure offices are well maintained
- Liaise with facilities department for any maintenance related issues
- Assist Office manager in updating the offices asset registers and complying with the Facilities policies and requirements
Responsible for compliance and TCF
- Adhere to company policies and procedures, code of conduct in accordance with FSCA and regulatory requirements
- Coach staff on relevant legislation and industry principles
- Assist with the staff accreditations compliance
- Coach staff on relevant business rules, policies, procedure
- Keep compliance records up to date
Comply with FAIS requirements
- Supervise employee representative when rendering services under supervision
- Submit supervision evidence to HR/ TD on a monthly basis
- Mentor and train staff to ensure that they have a proper understanding of products and procedures
- Observe interactions between employee and clients
Supervision of staff
- Assist with the audit and control of attendance registers, client survey, pulse reports, activities, staff leave and any other requirement
- Monitor and review staff performance monthly and bi-yearly(TCF)
- Assist with the management of branch operations effectively and liaise with the relevant departments
- Assist with the training, development and on-going coaching of staff
- Comply with disciplinary and grievance procedures
- General supervision of branches including branch visits to ensure that the branches’ administration runs effectively and efficiently.
Supervision of the integration process
- Compliance of cross integration of policies and procedures amongst branch office staff
General
- Management of updating IT programs
- Conduct regular meetings with staff at various branches & provide minutes thereof
- Monitor business retention
- Safe keeping of company property and records
- Keeping the store room neat and tidy
- Visiting designated branch offices regularly