Department Head: Client Services: - Alberton (JHB South) at AVBOB South Africa

Description
RESPONSIBILITIES INCLUDE:

• Monitor financial and administrative tasks such as cash collection, daily reconcilliation and banking
• Managing all aspects of personnel management and –administration such as time management, training and development, employee relations, performance management and wellness of subordinates
• Ensure customer’s policy requests and related transactions are dealt with in accordance with policy and procedures
• Adhere to all regulatory requirements such as FSCA, Data Protection Act, Money Laundering regulations, TCF and the Group’s policies and procedures
• Liason with peers, seniors and policy holders
• Monitor Que-Management and Net Promoter Score
• Ensure effective system maintenance and reporting any discrepancies
• Giving feedback on all production activities
• Identify and assess possible and potential risks and implement corrective measures
• Report on risk, FICA and ASISA
• Analyse and compile statistics in terms of New Business, Claims, Premium Administration, Policy
• Services, Debtors, Marketing, Group Schemes and Funeral Services

Requirements

REQUIREMENTS FOR THE POSITION:

• Grade 12
• A suitable industry entry qualification within the requirements of the FSCA
• 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 obtianed by 31 December 2009
• 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
• RE 1 certificate will be an added advantage

EXPERIENCE REQUIRED FOR THE POSITION:

• Knowledge and management experience in Life Assurance industry, preferably in a Client Service/Policy maintenance environment of at least five (5) years
• Management of a team
• Experience in and knowledge of client service environment and policy services of at least one (1) year