Supervisor Branch Operations

Supervisor Branch Operations

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 *****@*****.co.za

ATripleA Recruitment and Temps

www.********.co.za

▶️ Supervisor Branch Operations
🖊️ Important Company of the Sector
📍 Pretoria