Office Manager(Insurance)

R 1.000,00 monthly Rietvlei, Eastern Cape 8 August

AtripleA Recruitment & Temps

  • Description

    Office Manager (Insurance)
    Location: Eastern Cape

    Our client in the Insurance industry is looking for an Office Manager to manage and oversee branch administration and support to sales.

    Key responsibilities

    • Travelling will be required to the various offices

    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 FSB and regulatory requirements
    • Coach staff on relevant legislation and industry principles
    • Coach staff on relevant business rules, policies, procedures (Assupol, CNS, Kestrel and PL)

    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 (Assupol, CNS, PL, Kestrel)


    • Degree: Business Management
    • RE 5 (Representatives)
    • RE 1 (Key Individuals)
    • Recognized qualification as per the FSB list of recognized qualifications
    • 4 Years’ Experience in the Insurance Industry;
    • 3 years in Management
    • Experience in Category A, B, C and Retail Benefits
    • Legislation - FAIS, FICA, FSB, NCA, LTIA, PPR
    • Life Insurance Industry - Category 1 (A,B,C)
    • Assupol Statute
    • HR Legislation - Code of Conduct; BCEA, LRA, Disciplinary Codes, EE

  • Number of vacancies: 1
  • Requirements

  • Minumun level of education: Grade 12 /N4 (Matric)
  • Years of experience: 3
  • Language(s): English
  • Driver's license: B
  • Availability for travel: No
  • Availability for change of residence: No

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