Description

• Facilitate client relations across branch offices
• Oversee service delivery to both external and internal clients (TCF)
• Address and document complaints proficiently (TCF)
• Supervise adherence to compliance standards and client service efficiency (TCF)
• Monitor the calibre of all client service administrative tasks related to sales (TCF)
• Support sales efforts to meet targets effectively.
• Administer business retention strategies.

Supervise New Business Policy Administration

• Ensure the efficiency and accuracy of data capturing processes (TCF).
• Monitor compliance with quality assurance standards for new business procedures, including sampling 1% AL and 4% CNS cases (TCF).
• Oversee the implementation of tick-off procedures and policies to uphold regulatory compliance and operational integrity (TCF).
• Provide leadership and guidance to optimize new business operations and maintain high standards of service delivery.

Supervise Claims Registration Processes

• Oversee the registration of claims, ensuring accuracy and completeness (TCF).
• Review processed claims to verify accuracy and ensure comprehensive system notes (TCF).
• Conduct checklist completion on a sampling basis and submit to the Branch Operations head office (TCF).
• Provide leadership and guidance to maintain quality assurance and compliance standards in claims management.

Management of budgetary control 

• Compile budget.
• Supervise branch office expenditures within budget limits.
• Strategize and implement methods to reduce operational costs.
• Oversee procurement, inventory management, and supply logistics.
• Report on Branch Office Operations
• Present monthly administrative activity reports detailing daily office operations and challenges.
• Furnish Sales with weekly statistics regarding pending correspondence related to new business.

Requirements

Knowledge and SKills

• Degree in Management (Advantage)
• Recognized qualification as per the FSCA list of recognized qualifications

Technical/Legal Certification

• RE 5 (Representatives)
• RE 1 (Key Individuals) (Advantage)
• Fit and Proper Representative: Tier 1

Experience

• 4 Years’ Experience in the Insurance Industry; 
• 3 years in Supervisory/Management
• Experience in Category A, B1,B2, C and Retail Benefits