Supervisor Branch Operations
AtripleA recruitment & temps • Pretoria, Gauteng, ZA
30+ days ago
Job description
Our client in the insurance industry is looking for a Supervisor to supervise branch administration and operations.
Key Responsibilities
- Supervise all client liaison and sales support in the branch offices
- Supervise service delivery to internal & external clients (TCF)
- Manage client service of walk‑in and telephonic enquiries
- Handle and report complaints effectively (TCF)
- Manage compliance and effectiveness of client service levels (TCF)
- Monitor 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 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 sales targets achieved
- Ensure minimum data capturing targets met
- Supervise claims administration
- Review claims to ensure personnel processed accurately, promptly, and noted 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 branch office expenses within budgetary constraints
- Plan and develop methods and procedures to lower operational expenses
- Assist with 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 stationery, inventory & supplies records
- Maintain up-to-date supervision records
- Management of logistics
- Ensure branch offices adhere to corporate identity (dress code, branding, etc.)
- Ensure offices are well maintained
- Liaise with facilities department for maintenance related issues
- Assist Office manager in updating office asset registers and complying with Facilities policies and requirements
- 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 staff accreditations compliance
- Coach staff on relevant business rules, policies, procedures
- Keep compliance records up to date
- 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 proper understanding of products and procedures
- Observe interactions between employee and clients
- Supervision of staff
- Assist with 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 management of branch operations effectively and liaise with relevant departments
- Assist with training, development and ongoing coaching of staff
- Comply with disciplinary and grievance procedures
- General supervision of branches including branch visits to ensure 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 storeroom neat and tidy
- Visiting designated branch offices regularly
Requirements
- 3 years' experience in the Insurance Industry
- 1 year of 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
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