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Africa's largest Mutual Assurance Society providing a one-stop funeral insurance and burial service solution.
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Job Purpose
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
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Description
- General reception duties to welcome clients
- Receive and assist walk-in clients with inquiries in line with the client services policy and procedure and/or refer to the relevant department
- Utilize resources and obtain necessary knowledge and skills to handle and complete enquiries
- Communicate entire processes and or delays and system problems to waiting clients
- General claims, policy services and premium administrative duties relating to client’s policies
- Handling of petty cash, collection of cash from clients for premium payments and refunds of premiums
- Prepare cash for daily banking at the finance department
- Referral of new business to the relevant consultant
- Handle all fraud allegations and complaints
- Monthly and weekly statistics report writing
- General office duties
Requirements
- Grade 12
- Category B FAIS accredited (140 Long Term Insurance Credits)
- A suitable industry entry qualification within the requirements of the Financial Services Board
- Comply with FAIS legislation for registration as Fit and Proper individuals:
- Applications who entered the industry as follows:
- From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 200
- From years 2008 – 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
- All those appointed in the industry from the year 2010 onwards require a full FAIS recognized qualification
- Clear ITC
- Clear criminal record
- RE 5 certificate
- Knowledge of and experience in Life Assurance industry, preferably in a Client Service/Policy maintenance environment of at least two to three (2 – 3) years
- 2 - 3 years’ administrative experience
- Experience in AVBOB production system will be an advantage
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Description
RESPONSIBILITIES INCLUDE:
- Reception
- Typing
- Record keeping
- Handling of switchboard
- Client Services
- Data input and scanning of documents
- General office duties
- Handling of petty cash
Requirements
QUALIFICATIONS REQUIRED FOR THE POSITION:
EXPERIENCE REQUIRED FOR THE POSITION:
- 2-3 years’ relevant office administration experience
SKILLS REQUIRED FOR THE POSITION:
- Administration skills
- Computer skills
- Good interpersonal skills and communication skills
- Time management skills
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RESPONSIBILITIES INCLUDE:
- Reception
- Typing
- Record keeping
- Handling of switchboard
- Client Services
- Data input and scanning of documents
- General office duties
- Handling of petty cash
Requirements
QUALIFICATIONS REQUIRED FOR THE POSITION:
EXPERIENCE REQUIRED FOR THE POSITION:
- 2-3 years’ relevant office administration experience
SKILLS REQUIRED FOR THE POSITION:
- Administration skills
- Computer skills
- Good interpersonal skills and communication skills
- Time management skills
go to method of application »
Description
We are looking for a customer orientated individual with excellent communication skills to join our New Business team.
- Contacting clients to confirm their uptake of the policy.
- Refer cancellations of policies to the relevant personnel.
- Verifying client personal details and policy details against information on the system.
- Requesting and completing full ID numbers of all members’ and beneficiaries on the policy.
- Confirming banking details, debit order, salary and commencement date of the policy.
- Facilitate client requests for the addition or removal of lives and benefits and the amendment of premiums with the relevant insurance agent.
- Conduct change of payment methods and confirmation of banking details.
- Capture new banking details, reload debit orders and perform same day deductions upon request from clients.
- Respond to SMS and email communication from clients.
Requirements
- Grade 12
- 2 - 3 Years' relevant experience
- Long term insurance certificate will be advantage
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Description
- Implement control systems and conduct audits according to policy and procedure to safeguard the business
- Manage compliance and marketing events within the sub region to ensure that the objectives are achieved
- Plan,develop,maintain and implement the marketing plan and compliance control systems in accordance to the company’s standards and specifications
- Actively participate with managers and all relevant stakeholders in the process of developing and improving relationships, in order to meet objectives
- Manage profitability and compile reports in accordance with policies, procedures and legal requirements
- Coordinate training needs and ensure employees are trained.
- Coordinate marketing activities.
Requirements
QUALIFICATIONS REQUIRED FOR THE POSITION:
- A Diploma/Degree in Marketing or a relevant tertiary qualification
EXPERIENCE REQUIRED FOR THE POSITION:
- Have 3 years marketing experience in the Funeral and Insurance industry.
- Have solid knowledge on SHEQ policies and procedures.
- Have solid knowledge of audit procedures.
SKILLS REQUIRED FOR THE POSITION:
- Good communication, negotiation and time management skills
- Computer literacy
- Must be willing to travel.
- Have a valid unendorsed driver's license.
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Description
Our Call Centre Department is looking for Customer Orientated and self-reliant individuals to join their Call Centre team.
- Efficient and accurate of processing of daily correspondence and email received.
- Handling of telephonic enquiries and follow-up with outstanding requirements in terms of unpaid claims
- Provide feedback on outstanding accounts and refunds in debtors
General administration
Requirements
- Matric
- 140 Long term insurance credits
- RE5 Certificate
- 2 - 3 years' experience in Life Assurance
Method of Application
Use the link(s) below to apply on company website.
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