Group Scheme Consultant (Limpopo/ Mpumalanga) (Limpopo) at AVBOB South Africa

Description

• Identifying and understanding issues, problems and opportunities, comparing data to draw conclusions, using effective approaches for choosing course of action thus ensuring 80% of agreed production target is achieved:
• Ensure and monitor compliance with respect to FAIS/FICA and all other relevant legislation,
• Makes procedural or process suggestions for achieving goals, provides necessary input or assist to remove obstacles and to accomplish goals;
• Recognize issues, problems, or opportunities and determines whether action is needed,
• Analyse the organisation and own portfolio to identify key relationships that should be initiated or improved to further the attainment of goals,
• Provide appropriate information and make sure the Administrator understands,
• Address the unique needs and preferences of key decision makers at the Administrator,
• Setting up ongoing procedures to collect and review information needed to manage ongoing activities with regards to Scheme lapse;
• Grow the production according to budgeted targets.

Planning and supporting the development of Administrator skills and abilities so that they can fulfil current or future expectations more effectively:

• Identify and contract new Administrators and group schemes brokers,
• Monitor progress by giving brokers specific feedback on their performance related to negotiated goals; highlights key positive and negative performance issues; adjust plans to ensure development,
• Set up ongoing procedures to collect and review information needed to manage administrator business,
• Selling, influencing and persuading Administrators, to sell AVBOB Group Schemes,
• Monitor Administrator's performance,
• Identify risks, monitor and measure risk against risk appetite, risk mitigation strategies and risk reporting.

Developing, planning and organising established courses of action to ensure that work is completed efficiently, ensuring production must grow with 20% and all activities must be planned:

• Control internal business processes,
• Present AVBOB Group Schemes to Groups / Administrators - deliver presentations that suits the characteristics and needs of the Group/Administrator,
• Plan and recommend the implementation of a life insurance strategy and activities consistent with overall aims and requirements of the organisation and according to an agreed development strategy.

Identifying opportunities and taking action to build strategic relationships between AVBOB Administrators and Life office departments or organisations to help achieve business goals:

• Ensure that customers are happy with the service offered and a detailed communication plan is executed,
• Identify opportunities and build strategic relationships,
• Handle clients’ complaints and queries,
• Develop and expand markets,
• Facilitate the development of sustainable relationships,
• Build repeat sales through strong customer relationships by focusing on customers’ needs,
• Perform administrative duties.

Requirements

• 3 years’ experience in the insurance industry,
• Have Matric (Grade 12) and/or Tertiary Education,
• Must have a RE5 certificate,
• Fit & Proper) as prescribed by the FAIS act.