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Supervisor: Branch Operations

Assupol - Kimberley, Northern Cape

Closing date yi 17 ka October 2019

Administration Full-Time Company Facebook Schedule

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