Supervisor: Branch Administration Assupol - Mthatha, Eastern Cape Purpose: To supervise branch administration and operations Duties & Responsibilities: 1. Supervise all client liaison and sales support in the branch offices Manage and oversee 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 Manager 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 constraint 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 and challenges 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 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 (Assupol, CNS, Kestrel) 8. Comply with FAIS requirements Supervise employee representative when rendering services under supervision Submit supervision evidence to HR 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 9. Supervision of staff Assist with the audit and control of attendance registers, client survey, pulse reports, activities and staff leave 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 10. Supervision of the integration process Compliance of cross integration of policies and procedures amonst branch office staff (Assupol, CNS, PL, Kestrel) 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 # of Hires Needed 1 Job Requirements Formal Education: Degree/Diploma in Management FAIS Compliant RE5 60 or 120 credits on NQF 5 Wealth Management (Depending on the date of appointment in the industry) Experience: 3 years experience in the Insurance Industry 1 years experience in Supervisory Role Requirments: Valid Drivers License Assupol
Posted on: Thu, 05 Jun 2014 08:27:03 +0000
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