Supervisor Branch Operations

AtripleA recruitment & temps

Pretoria

On-site

ZAR 280,000 - 360,000

Full time

14 days+

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Job summary

A leading recruitment agency is seeking a Supervisor to oversee branch administration and operations in the insurance industry. Responsibilities include managing client service, supervising policy and claims administration, and ensuring compliance with regulatory standards. Candidates must have 3 years of experience in the insurance industry and 1 year in a supervisory role, along with relevant qualifications. The position offers an opportunity to influence service delivery and operational efficiency within a dynamic environment.

Qualifications

3 years' experience in the Insurance Industry.
1 year of experience in Supervisory Role.
FAIS Compliant.
Regulatory Examination Level 1 (Representatives) RE5.
Recognized Qualification as per the FSB.

Responsibilities

Supervise all client liaison and sales support in the branch offices.
Manage compliance and effectiveness of client service levels.
Assist Office Manager with budgetary control.
Compile and submit weekly client service administration activity reports.
Ensure branch offices adhere to corporate identity.
Coach staff on relevant legislation and industry principles.
Coach staff on policies, procedures and regulatory requirements.

Skills

Supervisory skills

Client service management

Compliance knowledge

Reporting and analytics

Education

Degree/Diploma in Management

RE5 regulatory exam

Job description

Our client in the insurance industry is looking for a Supervisor to supervise branch administration and operations.

Key Responsibilities

Supervise all client liaison and sales support in the branch offices
- Supervise service delivery to internal & external clients (TCF)
- Manage client service of walk‑in and telephonic enquiries
- Handle and report complaints effectively (TCF)
- Manage compliance and effectiveness of client service levels (TCF)
- Monitor quality of all client services administration towards sales (TCF)
- Adherence and control of client survey (TCF)
- Ensure correctness of documentation
- Maintain and monitor client service registers
Supervise new business policy administration
- Oversee and manage 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
- Assist Office and Sales Managers to ensure sales targets achieved
- Ensure minimum data capturing targets met
Supervise claims administration
- Review claims to ensure personnel processed accurately, promptly, and noted 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
- Monitor efficiencies on decentralization claims procedures
Assist Office Manager with budgetary control
- Assist with managing branch office expenses within budgetary constraints
- Plan and develop methods and procedures to lower operational expenses
- Assist with purchasing, inventory stocks and supplies
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
- Reporting to manager on claims progress and activities
- Provide weekly stats to Sales on outstanding correspondence and returned new business
- Report on challenges and solutions to manager
- Assist and manage stationery, inventory & supplies records
- Maintain up-to-date supervision records
Management of logistics
- Ensure branch offices adhere to corporate identity (dress code, branding, etc.)
- Ensure offices are well maintained
- Liaise with facilities department for maintenance related issues
- Assist Office manager in updating office asset registers and complying with Facilities policies and requirements
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
- Assist with staff accreditations compliance
- Coach staff on relevant business rules, policies, procedures
- Keep compliance records up to date
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 proper understanding of products and procedures
- Observe interactions between employee and clients
Supervision of staff
- Assist with audit and control of attendance registers, client survey, pulse reports, activities, staff leave and any other requirement
- Monitor and review staff performance monthly and bi‑yearly (TCF)
- Assist with management of branch operations effectively and liaise with relevant departments
- Assist with training, development and ongoing coaching of staff
- Comply with disciplinary and grievance procedures
- General supervision of branches including branch visits to ensure administration runs effectively and efficiently
Supervision of the integration process
- Compliance of cross integration of policies and procedures amongst branch office staff
General
- Management of updating IT programs
- Conduct regular meetings with staff at various branches & provide minutes thereof, monitor business retention
- Safe keeping of company property and records
- Keeping the storeroom neat and tidy
- Visiting designated branch offices regularly