Liaison Officer-Senior Citizens at AVBOB South Africa

Description
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 key-note 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
• Follow-up 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.
• Pro-actively 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 (in-person) to the clients
• Adjust policies as required by the client
• Follow-up on outstanding issues
• Collection of premiums at the institutions
• Reconciliation of expenditure and premiums collected
• Follow-up 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