Pretoria: Supervisor Branch Operations posted by AtripleA recruitment & temps

About the Role

Our client in the Insurance industry is seeking a Supervisor to oversee branch administration and operations. The ideal candidate will be responsible for supervising staff, managing day-to-day operations, and ensuring compliance with regulatory requirements.

Key Responsibilities

• 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

• 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

• 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

• 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

• 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

• Report on challenges and solutions to manager

• 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

• 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

• 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

• 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

• Supervision of the integration process

• Compliance of cross integration of policies and procedures amongst branch office staff

Requirements

• 3 years’ experience in the Insurance Industry
• 1 year’s experience in Supervisory Role
• FAIS Compliant
• Regulatory Examination Level 1 (Representatives) RE5
• Recognized Qualification as per the FSB
• Degree/Diploma in Management

Salary & Benefits

Salary information is not provided.

Qualifications

No formal education or certifications are required for this role.