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Pretoria
Supervisor Branch Operations
23500

Our client in the Insurance industry is looking for a Supervisor to supervise branch administration and operations. 

 

Key responsibilities 

 

1.     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

 

2.     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

 

3.     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

 

4.     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

 

5.     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

 

6.     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

 

7.     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 

·        Assist with the staff accreditations compliance 

·        Coach staff on relevant business rules, policies, procedures 

·        Keep compliance records up to date

 

8.     Comply with FAIS requirements 

 

·        Supervise employee representative when rendering services under supervision  

·        Submit supervision evidence to HR/ TD monthly 

·        Mentor and train staff to ensure that they have a proper understanding of products and procedures 

·        Observe interactions between employee and clients  

 

9.     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 biyearly (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.

 

10.  Supervision of the integration process 

 

·        Compliance of cross integration of policies and procedures amongst branch office staff 

 

 

 

 

 

 

11.  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

 

 

Requirements            

                                

·        3 years’ experience in the Insurance Industry  

·        1 years’ experience in Supervisory Role

·        FAIS Compliant 

·        Regulatory Examination Level 1 (Representatives) RE5 

·        Recognized Qualification as per the FSB

·        Degree/Diploma in Management

 

 

Send your CV and latest pay slip to raca@aaaa.co.za

ATripleA Recruitment and Temps

www.aaaa.co.za

Posted 2024-05-15

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