Liaison Officer (Senior Citizens) (Pretoria) at AVBOB South Africa

Description

• The main purpose of the position is to assist the Funeral Service Area Manager and Funeral agents with the marketing of AVBOB’s products and service in the area allocated to increase market share though the increased sales of funeral insurance business and funeral business.
• This is achieved by positioning AVBOB with the key stakeholders, through various marketing initiatives as the market leader in funeral insurance and funeral services.

KEY PERFORMANCE AREA

Planning and organising marketing activities

• Identify the relevant marketing initiative to promote the AVBOB brand with the identified stakeholder.
• Identify objectives of the marketing activity and determine the requirements that must be met to accomplish the set objectives.
• Prepare a schedule of monthly marketing activities and meetings with identified key stakeholders.
• Manage and improve relationships with all key-note stakeholders.
• Ensure that marketing activity is rolled out within the approved budget allocations
• Provide consolidated feedback to the management of the institution regarding attendance, services provided, etc.

Selling of AVBOB funeral insurance and funeral products

• Present AVBOB’s services and products to identified stakeholder 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
• Present group scheme insurance options if applicable.

Collaboration and networking with peers, colleagues, funeral agents and stakeholders

• Develop and foster strong business relationships with the community and key stakeholders operating within these communities
• Continuously create and form new relationships with key stakeholders
• Liaise with all parties concerned (Area Managers, 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 stakeholder at regular intervals as agreed to, to determine current client base at these facilities
• Market AVBOB products by visiting the facilities to increase our market share

Administration of new business, policy service

• Submit monthly reports on progress made with the actions as per marketing plan plans to the Area Manager: Funeral Service and the Senior Liaison Officer
• Collect, analyse and utilise data to identify opportunities to improve relationships between all stakeholders to create new business
• Prepare and submit monthly reports on the marketing activities executed, clients served, etc.
• Compile incident reports, regarding important issues during events and follow up on outstanding issues.
• 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
• Sell and amend policies on request of the client and ensure that feedback is given to the client
• Collection and reconciliation of premiums at the institutions.

Requirements

• Grade 12
• Knowledge of the funeral and/or insurance industry or old age facilities (preferred)
• National Diploma (NQF 6) or equivalent in a related field.