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Africa's largest Mutual Assurance Society providing a one-stop funeral insurance and burial service solution.
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Description
RESPONSIBILITIES INCLUDE:
Create strategic customer account plans
- Analyse and identify the needs (and expectations) of the customer. Understand the customer’s business drivers, tapping into the customer behaviour and decision making journey to deliver AVBOB’s business objectives.
- Create appropriate strategic account plans to support the overall Business Development strategy. Develop a compelling value proposition that is relevant for the customer but differentiated solutions from competitors by expanding the AVBOB’s value proposition to meet the needs of the customer, in pursuit of the short-term and long-term objectives of the business.
- Set sales growth targets for the strategic accounts of responsibility and develop appropriate tactical plans for the achievement of business targets.
- Expand the existing AVBOB customer base by identifying and acquiring new strategic customer accounts for the AVBOB business, developing and implementing the strategic customer account plans to deliver business growth.
- Increase penetration and market share in the strategic accounts by driving AVBOB product usage through developing and executing a strategic customer account plan.
Development and execution of Marketing Plans
- Develop the joint marketing plans in collaboration with the senior management of the strategic customer accounts.
- Implement the joint marketing plan with the objective of increasing awareness of AVBOB’s value proposition, penetration and usage of AVBOB products in the existing customer base, consequently growing market share in the strategic account.
Implement a Customer Relationship Management (CRM) plan
- Establish and maintain relationships with the relevant senior management at the strategic customer accounts, for both existing and new customers by driving the relevant Customer Relationship Management (CRM) plan for the strategic customer accounts.
- Create cross-functional alignment internally, through to the management of key stakeholder at the strategic customer accounts.
Establish and maintain client relationships
- Develop provincial strategic customer account plans (source marketing plans) and work closely in collaboration with the Provincial Management teams to actively drive the implementation of AVBOB plans with the strategic customer accounts.
- Establish a strong network of business contacts and leverage the relationships to drive AVBOB’s business agenda.
Client service
- Conduct routine visits (hold regular structured meetings) with the key customers to discuss plans and business deliverables.
- Be of service to be customer by being on call at all times to address customer queries (questions, concerns, etc.). Coordinate the involvement and garner the support of internal AVBOB structures to provide exceptional service to the customer.
- Be the subject matter expert (knowledgeable) about AVBOB products and services, to accurately provide advice and excellent customer service.
- Understand the principles of creating an excellent tailor-made customer experience for each of the customers.
- Aggressively chase the opportunities and lead the execution of the state and high profile funerals to bring the brand promise to life, showcase the ‘perfect funeral’ brand experience and create the right brand image in the right context.
Business reporting
- Providing comprehensive management reports on the implementation of the strategic account plans.
- Conducts the periodical business reviews to identify strengths and weaknesses, evaluate operational effectiveness and ensure that the business goals/ project milestones are met.
- Monthly management reporting on conversion rate on new and existing sources of business.
- Ensure that the marketing initiatives implemented adhere to the approved budgets and deliver on the required return on investment (ROI). Reduce customer acquisition costs.
Requirements
QUALIFICATION REQUIRED FOR THE POSITION:
- Minimum post-matric qualification (minimum 3 year tertiary qualification) in Marketing and Sales, Business Management or a related field.
- On-the-job training – abreast with the AVBOB product suite and products offered by competitors is an advantage.
- Proficient in MS Office suite; working knowledge of project management; computer software and internet.
- General computer competencies.
EXPERIENCE REQUIRED FOR THE POSITION:
- Minimum five (5) years business development and account management experience (within the Financial Services sector is advantageous).
- Strong sales and account management background.
- Customer Relationship Management (CRM) experience.
- Client relationship management (customer service).
- Team management and development.
- Exceptional written and verbal communication skills (negotiation, presentation).
- Tactical plan development and project management.
- Budget management.
- Excellent relationship building and networking skills (greater access to senior Management and relevant decision-makers).
- Work independently (accountable, self-starter and self-driven).
- Highly organised and good time management skills (prioritisation).
SKILLS REQUIRED FOR THE POSITION:
- Able to travel extensively
go to method of application »
Description
- The main purpose of the position is to increase funeral insurance business and funeral business, by providing relevant services and information to pensioners at retirement establishments and other facilities, through the establishment of relationships between funeral agents and other possible new business sources such as retirement facilities, churches and similar organizations.
Planning and organising of events at various senior citizen venues
- Identify objectives of the event and determine the requirements that must be met to accomplish the objectives set
- Prepare a schedule of monthly events and meetings with pensioners and management at the different institutions (Retirement villages/homes, nursing homes, hospitals, associations and others organisations).
- Manages relationships with all keynote stakeholders maintaining AVBOB’S high standards
- Ensure that events are rolled out within the approved budget allocations
- Provide consolidated feedback to the management of the institution regarding attendance, services provided, etc.
Marketing of AVBOB
- Present AVBOB’s services and products to senior citizens and other potential customers / clients
- Provide professional advice (according to FAIS requirements) to these potential clients
- Followup on leads provided for funerals and other services
- Do mass presentations to stakeholders
Collaboration and networking with peers, colleagues, funeral agents and stakeholders
- Develop and foster strong business relationships with the community, retirement institutions, nursing homes, ambulance services, hospitals, churches, associations, social clubs (Senior Citizens) and stakeholders of other entities assigned
- Continuously create and form new relationships with relevant stakeholders
- Liaise with all parties concerned (Area Manager, Funeral Agent, Snr Liaison Officer, management of the institution concerned, etc.
- Proactively solve possible complaints and conflicts and address issues that may occur by investigating issues and provide feedback timeously to stakeholders
- Liaise with the Funeral agent and Senior Liaison Officer to provide information and support business
- Build sound relationships with funeral agent through meetings, provide leads and support their business
- Maintain contact with institutions on a monthly basis to determine current client base at the facilities
- Market AVBOB products by visiting the facilities to increase our market share
Administration of new business, policy service
- Submit monthly event plans to the Area Manager: Funeral Service and the Senior Liaison Officer
- Collect, analyse and utilise data and feedback to identify opportunities to improve relationships between all stakeholders and new business
- Prepare and submit monthly reports on the events executed, clients served, etc.
- Compile incident reports, regarding important issues during events
- Compile handouts – Life file with all the necessary information and documentation to hand out at the events
- Obtain the value of a policy and provide feedback (inperson) to the clients
- Adjust policies as required by the client
Followup on outstanding issues
- Collection of premiums at the institutions
- Reconciliation of expenditure and premiums collected
- Followup on the issuing of new policies, etc.
Requirements
Minimum Qualifications
- Grade 12
- Relevant marketing qualification
- Knowledge and Experience
- 3 Years’ experience of opening sources
- Knowledge of the funeral and/ or insurance industry or Old age facilities
go to method of application »
Description
- Identifying control breakdowns and producing high quality reports which include findings and formulating recommendations.
- To investigate incidents of fraud, theft, corruption and money laundering in line with best practice methodology to mitigate fraud risks.
- Establishing working relationships with business and discuss outcome of forensic .investigations and other fraud risk management initiatives with line managers to assist in mitigate their fraud risks.
- Ensure continuous professional development within the fraud risk Management function and industry.
- Managing and ensuring that staff are adequately guided, mentored, supported, and trained to function at their best level of ability through evaluating actions, measuring outputs and taking corrective action where the standards are not adhere to.
- Manage, implement and conduct full fraud awareness campaigns for the group.
- Maintaining and updating the risk register, including the claims statistics.
- Submission of monthly reports to Exco.
Methodology:
Preliminary investigation:
- First phase of investigation, fact finding mission.
- Fact are verified.
- Nature of the crime is determined.
- Possible suspects are identified.
Preliminary report:
- Initial findings are reported to relevant individuals.
- Recommendations are made as to how to proceed with the investigation.
Execution of investigation phase:
- All outstanding information is gathered.
- Witness statements are obtained.
- All findings are evidenced are recorded once this phase is complete an SAPS case is registered (if Applicable).
- Copies of investigation is handed to relevant departments for their professional input (integrated reports) e.g. employee relations, legal and compliance.
- Relevant departments identify potential risks to the group based on the facts established during the investigation.
Reporting:
- Compilation of a comprehensive investigation report, which details.
- All the relevant findings.
- Highlighting the potential identified risks to the group.
- Supplying recommendations on how to remedy these risks.
- Compilation of monthly report and stats for submission to Exco
General:
- Managing and ensuring that staff are adequately guided, mentored, supported and trained to function at their best level of ability through evaluating actions.
- Review of reports and outputs from staff.
- Compilation and managing of the department’s budget.
- Any other duties required from senior Management, internal Audit, Risk, Legal and Compliance.
Requirements
- Degree or diploma – Forensic investigation and Auditing or Accounting.
- CFE/CFP advantageous.
- 3-5 years of accounting/ Auditing/ criminology and investigation.
- An in-depth knowledge and understanding of the financial services sector.
- Ability to identify fraudulent/suspicious practices from an AML perspective.
- Conflict management skills/ strong problem solving skills.
- Communication skills (verbal/written) good listening skills.
- Good interpersonal skills.
- Ability to work independently.
- Ability to work with people at all levels/ team player.
- willing and able to travel
go to method of application »
Description
RESPONSIBILITIES INCLUDE:
Create strategic customer account plans
- Analyse and identify the needs (and expectations) of the customer. Understand the customer’s business drivers, tapping into the customer behaviour and decision making journey to deliver AVBOB’s business objectives.
- Create appropriate strategic account plans to support the overall Business Development strategy. Develop a compelling value proposition that is relevant for the customer but differentiated solutions from competitors by expanding the AVBOB’s value proposition to meet the needs of the customer, in pursuit of the short-term and long-term objectives of the business.
- Set sales growth targets for the strategic accounts of responsibility and develop appropriate tactical plans for the achievement of business targets.
- Expand the existing AVBOB customer base by identifying and acquiring new strategic customer accounts for the AVBOB business, developing and implementing the strategic customer account plans to deliver business growth.
- Increase penetration and market share in the strategic accounts by driving AVBOB product usage through developing and executing a strategic customer account plan.
Development and execution of Marketing Plans
- Develop the joint marketing plans in collaboration with the senior management of the strategic customer accounts.
- Implement the joint marketing plan with the objective of increasing awareness of AVBOB’s value proposition, penetration and usage of AVBOB products in the existing customer base, consequently growing market share in the strategic account.
Implement a Customer Relationship Management (CRM) plan
- Establish and maintain relationships with the relevant senior management at the strategic customer accounts, for both existing and new customers by driving the relevant Customer Relationship Management (CRM) plan for the strategic customer accounts.
- Create cross-functional alignment internally, through to the management of key stakeholder at the strategic customer accounts.
Establish and maintain client relationships
- Develop provincial strategic customer account plans (source marketing plans) and work closely in collaboration with the Provincial Management teams to actively drive the implementation of AVBOB plans with the strategic customer accounts.
- Establish a strong network of business contacts and leverage the relationships to drive AVBOB’s business agenda.
Client service
- Conduct routine visits (hold regular structured meetings) with the key customers to discuss plans and business deliverables.
- Be of service to be customer by being on call at all times to address customer queries (questions, concerns, etc.). Coordinate the involvement and garner the support of internal AVBOB structures to provide exceptional service to the customer.
- Be the subject matter expert (knowledgeable) about AVBOB products and services, to accurately provide advice and excellent customer service.
- Understand the principles of creating an excellent tailor-made customer experience for each of the customers.
- Aggressively chase the opportunities and lead the execution of the state and high profile funerals to bring the brand promise to life, showcase the ‘perfect funeral’ brand experience and create the right brand image in the right context.
Business reporting
- Providing comprehensive management reports on the implementation of the strategic account plans.
- Conducts the periodical business reviews to identify strengths and weaknesses, evaluate operational effectiveness and ensure that the business goals/ project milestones are met.
- Monthly management reporting on conversion rate on new and existing sources of business.
- Ensure that the marketing initiatives implemented adhere to the approved budgets and deliver on the required return on investment (ROI). Reduce customer acquisition costs.
Requirements
QUALIFICATION REQUIRED FOR THE POSITION:
- Minimum post-matric qualification (minimum 3 year tertiary qualification) in Marketing and Sales, Business Management or a related field.
- On-the-job training – abreast with the AVBOB product suite and products offered by competitors is an advantage.
- Proficient in MS Office suite; working knowledge of project management; computer software and internet.
- General computer competencies.
EXPERIENCE REQUIRED FOR THE POSITION:
- Minimum five (5) years business development and account management experience (within the Financial Services sector is advantageous).
- Strong sales and account management background.
- Customer Relationship Management (CRM) experience.
- Client relationship management (customer service).
- Team management and development.
- Exceptional written and verbal communication skills (negotiation, presentation).
- Tactical plan development and project management.
- Budget management.
- Excellent relationship building and networking skills (greater access to senior Management and relevant decision-makers).
- Work independently (accountable, self-starter and self-driven).
- Highly organised and good time management skills (prioritisation).
SKILLS REQUIRED FOR THE POSITION:
- Able to travel extensively
go to method of application »
Description
RESPONSIBILITIES INCLUDE:
- Reception
- Typing
- Record keeping
- Operating switchboard
- Client services
- Data input and scanning of documents
- General office duties
- Handling petty cash
Requirements
QUALIFICATIONS REQUIRED FOR THE POSITION:
EXPERIENCE REQUIRED FOR THE POSITION:
- 1-2 years relevant office administration experience will be a definite advantage
SKILLS REQUIRED FOR THE POSITION:
- Computer skills (Ms Word, Excel and Word Perfect)
- Ability to communicate in English
Method of Application
Use the link(s) below to apply on company website.
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