Insurance Supervisor (Banking & Financial Services)
Are you an experienced banking, insurance, contact centre, or financial services professional with a passion for developing people and delivering results? We are seeking an Insurance Supervisor to support a high-performing sales operation by driving productivity, coaching teams, monitoring performance, and ensuring exceptional customer experiences.
This role is ideal for a hands-on leader who thrives in a target-driven environment and enjoys balancing operational excellence, people development, compliance, and performance management.
Key Responsibilities:
Team Leadership & Operational Management:
- Supervise the daily activities of Risk Consultants and Lead Warmers.
- Monitor attendance, schedule adherence, productivity, and performance.
- Ensure effective allocation of leads and workloads.
- Identify operational challenges and implement corrective actions.
- Support workforce planning and resource optimisation.
Sales Performance & Productivity:
- Monitor individual and team performance against targets.
- Track sales activity, lead conversion, and productivity measures.
- Identify performance gaps and implement improvement initiatives.
- Drive effective lead management and customer engagement.
- Support the achievement of daily, weekly, and monthly business objectives.
Coaching & Employee Development:
- Provide ongoing coaching, mentoring, and performance feedback.
- Support employee onboarding and operational training.
- Reinforce sales techniques, product knowledge, and best practices.
- Assist with performance improvement plans and development initiatives.
Quality, Compliance & Customer Experience:
- Monitor adherence to approved sales processes and quality standards.
- Ensure compliance with regulatory and business requirements.
- Escalate quality, conduct, and compliance concerns when required.
- Support the resolution of customer complaints and escalations.
- Foster a customer-focused and compliant sales culture.
Reporting & Administration:
- Prepare and maintain productivity and performance reports.
- Monitor attendance, leave, and schedule adherence.
- Maintain accurate operational records and system updates.
- Provide performance insights and operational updates to management.
- Support team meetings, performance reviews, and action planning.
Qualifications:
- Grade 12 / Matric.
- Intermediate Microsoft Excel skills.
- Strong computer literacy, including Microsoft Office applications.
Required Experience:
- Experience within banking, insurance, contact centre, or financial services environments.
- Previous supervisory, team leadership, coaching, or operational support experience.
- Understanding of sales performance management and productivity metrics.
- Experience with CRM systems and performance reporting.
- Insurance industry experience will be advantageous.
Key Competencies:
- Strong leadership and people management skills.
- Coaching and employee development capabilities.
- Excellent communication and interpersonal skills.
- Analytical thinking and problem-solving ability.
- Performance monitoring and reporting expertise.
- Planning, organisation, and time management skills.
- Ability to motivate and drive a target-oriented team.
- Sound decision-making and commercial acumen.
- Accountability, resilience, and adaptability.
- Strong customer focus and relationship management skills.
What Success Looks Like?
- Achievement of team sales and lead-generation targets.
- Strong productivity and operational efficiency.
- Improved conversion rates and customer engagement outcomes.
- High levels of quality assurance and compliance adherence.
- Effective coaching and measurable performance improvement.
- Accurate and timely operational reporting.
- Positive customer experience and service delivery results.
Why Join Us?
This opportunity offers the chance to lead and develop a high-performing team within a dynamic banking and financial services environment, where your leadership, coaching ability, and operational expertise will directly contribute to business growth and customer success.