Office Manager
Assupol Life Limited
East London (Eastern Cape)
2d ago

Specification 1. 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
  • 2. 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)
  • 3. 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)
  • 4. 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
  • 5. Report on Branch Office Operations

  • 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
  • 6. Management of logistics

  • Ensure branch offices adheres to the corporate identity
  • 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 FSCA and regulatory requirements
  • Coach staff on relevant legislation and industry principles
  • Coach staff on relevant business rules, policies, procedures
  • 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 supervisee to ensure that they have a proper understanding of products
  • Observe meetings between employee and clients
  • 9. Management of staff

  • Audit and control of attendance registers
  • Manage staff leave
  • Monitor and review staff performance monthly and bi-yearly(TCF)
  • Manage branch operations effectively
  • Responsible for training, development and on-going coaching of staff
  • Comply with disciplinary and grievance procedures
  • Management of updating IT programs
  • 10. Management of the integration process

  • Compliance of cross integration of policies and procedures amongst branch office staff
  • Requirements 1. Formal Education

  • Diploma or Degree in Management / a qualification that is recognised by the FSCA
  • 2. Technical / Legal Certification

  • RE 5 (Representatives)
  • RE 1 (Key Individuals) (Advantage)
  • Recognised qualification as per the FSCA list of recognised qualifications
  • Class of Business (advantage)
  • 3. Experience

  • 4 Years’ Experience in the Insurance Industry;
  • 3 years in Management
  • Experience in Category A, B, C and Retail Benefits
  • Fit and Proper Rep for Category A, B, C and Retail Benefits
  • 4. Knowledge

  • Legislation - FAIS, FICA, FSCA, NCA, LTIA, PPR
  • Life Insurance Industry - Category 1 (A,B,C)
  • Assupol Statute
  • HR Legislation - Code of Conduct; BCEA, LRA, Disciplinary Codes, EE
  • 5. Skills

  • Computer Skills - Advanced MS Word, Excel, PowerPoint, Outlook
  • Communication Skills - Written and Verbal
  • People Management
  • Problem Solving
  • Interpersonal Skills
  • Analytical Skills
  • Ambitious
  • Conscientiousness
  • Assertiveness
  • Ethical - Trustworthy; Values; Principles
  • Accountable and Responsible - Time Management;
  • People Centric - Team Player
  • Must have a valid drivers licence and own vehicle

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