Active Roles at AVBOB South Africa

Description

• We are looking for an individual with excellent client service skills to join our Client Service Centre Cape Town as a Senior Clerk. You will be responsible for delivery of excellent customer service to our policy holders and to ensure that clients’ requests are processed efficiently, efficiently and accurately within the allotted time.
• You will be working for a well-established company that is over 100 years old with strong values. An organization that values employee development and rewards excellent performance.

RESPONSIBILITIES INCLUDE:

• General reception duties to welcome clients
• Receive and assist walk-in clients with inquiries in line with the client services policy and procedure
• and/or refer to the relevant department.
• Utilize resources and obtain necessary knowledge and skills to handle and complete enquiries
• Communicate entire processes and or delays and system problems to waiting clients
• General claims, policy services and premium administrative duties relating to client’s policies
• Handling of petty cash, collection of cash from clients for premium payments and refunds of premiums
• Prepare cash for daily banking at the finance department
• Referral of new business to the relevant consultant
• Handle all fraud allegations and complaints
• Monthly and weekly statistics report writing
• General office duties

Requirements

REQUIREMENTS FOR THE POSITION:

• Grade 12
• Category B FAIS accredited (140 Long Term Insurance Credits)
• 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 December2011 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
• RE5 Certificate

EXPERIENCE REQUIRED FOR THE POSITION:

• Knowledge of and experience in Life Assurance industry, preferably in a Credit Service/Policy maintenance environment of at least two to three (2-3) years
• 2 -3 Years administration experience
• Experience in AVBOB production system will be an advantage

SKILLS REQUIRED FOR THE POSITION:

• Good communication skills (English and two African languages)
• Communication and Negotiation skills
• Client friendly and service orientated (Customer Focused)
• Good listening and problem-solving skills
• Conflict Management
• Teamwork
• Time Management
• Decision making skills

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Description

• AVBOB Mutual Assurance Society invites unemployed South African graduates between the ages of 18-35 to apply for the 2024/25, twelve months Internship Programme:

HUMANSDORP LIFE OFFICE

• You will be working for a company that is over 100 years old with strong values which are customer centric.  You will have access to personal services through the employee assistance program and wellness programs.  You will be working for an organization that values employee development and rewards excellent performance.

The areas of responsibility include but are not limited to:

• Deliver a positive and professional client service experience to branch customers.
• Manage client inquiries at branches and documenting activities and outcomes.
• Escalate customer complaints or complex queries to supervisors and branch managers in a timely manner.
• Provide clients with technical assistance on products and services offered by AVBOB Member Value.
• Build positive client relations by checking in regularly and following up on active processes.
• Maintain client records and documenting processes.
• Through post service surveys, identify potential client services concerns and facilitate proactive intervention steps.
• Keep an eye on emerging trends in client services and assist the team in leveraging these trends.
• Recommend product improvements based on client services feedback.

Requirements

Qualifications

• Financial Degree or Accounting/Economics Degree or
• BSc Information Systems or
• Marketing Management Degree or
• Business Administration Degree

Skills and Experience

• Data Analytics
• Sales Experience is advantageous
• Customer Service experience advantageous
• Problem solving
• Resilient and able to work under pressure.
• Effective communication skills both written and verbal.

 Role based competencies

• Excellent customer service skills
• Team player
• Customer focused
• Communication
• Analytical
• Patience

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RESPONSIBILITIES  INCLUDE:

• Arranging of all funerals and cremations
• Obtain and complete all legal documentation for funerals and cremations
• Maintain all funeral records
• Offer counselling and comfort the bereaved families
• Handle payments and invoicing
• Marketing and sales of Funerals, Tomstones and AVBOB insurance products
• Render client service and assist with complaints

Requirements

QUALIFICATIONS  REQUIRED  FOR  THE  POSITION:

• Grade  12
• Driver’s  license,  own  reliable  transport  and  cell  phone
• Clear credit and criminal record
• Comply with FAIS legislation for registration as Fit and Proper individuals:
• Applicants who entered the industry as follows: 
• From years 2004 – 2007 requires 30 credits on NQF 4 obtained 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 recognised qualification

EXPERIENCE  REQUIRED  FOR  THE  POSITION:

• Business and functional experience in the funeral industry will be a advantage

SKILLS  REQUIRED  FOR  THE  POSITION:

• Good communication, analytical, planning and organising skills
• Time  management and administration skills
• Computer literate

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Description

• We are searching for an individual to join the Business Development team as Key Accounts Manager in Bloemfontein. The Key Accounts Manager is responsible for developing, maintaining and monitoring a long-term relationship with the national and provincial strategic customers of the AVBOB Insurance and Funeral Service business.
• You will be working for a company that is over 100 years old with strong values which are customer centric.  In return for your services, you will be paid a competitive remuneration package.  You will be working for an organization that values employee development and rewards excellent performance.
• The Key Account Manager therefore identify strategic sources nationally. This individual negotiate, with the source’s key contact/stakeholder/decision maker(s) access to its business and employees for the sales team, managed and overseen by the relevant area manager.

Development and execution of Marketing Plans

• Develop the joint marketing plans in collaboration with the senior management of the strategic customer accounts.
• Implement the joint marketing plan with the objective of increasing awareness of AVBOB’s value proposition, penetration and usage of AVBOB products in the existing customer base, consequently growing market share in the strategic account.
• Ensure the correct products and services are delivered to customers in a timely manner
• Play an integral part in generating new sales that will turn into long lasting relationships

Implement a Customer Relationship Management (CRM) plan

• Establish and maintain relationships with the relevant senior management at the strategic customer accounts, for both existing and new customers by driving the relevant Customer Relationship Management (CRM) plan for the strategic customer accounts.
• Create cross-functional alignment internally, through to the management of key stakeholder at the strategic customer accounts.
• Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics

Establish and maintain client relationships

• Develop provincial strategic customer account plans (source marketing plans) and work closely in collaboration with the Provincial Management teams to actively drive the implementation of AVBOB plans with the strategic customer accounts.
• Establish a strong network of business contacts and leverage the relationships to drive AVBOB’s business agenda.
• Serve as a link of communication between key customers and internal teams.
• Resolve any issues and problems faced by customers and deal with complaints to maintain trust.

Client service

• Conduct routine visits (hold regular structured meetings) with the key customers to discuss plans and business deliverables.
• Be of service to be customer by being on call at all times to address customer queries (questions, concerns, etc.). Coordinate the involvement and garner the support of internal AVBOB structures to provide exceptional service to the customer.
• Be the subject matter expert (knowledgeable) about AVBOB products and services, to accurately provide advice and excellent customer service.
• Understand the principles of creating an excellent tailor-made customer experience for each of the customers.
• Aggressively chase the opportunities and lead the execution of the state and high profile funerals to bring the brand promise to life, showcase the ‘perfect funeral’ brand experience and create the right brand image in the right context.

Business reporting

• Providing comprehensive management reports on the implementation of the strategic account plans.
• Conducts the periodical business reviews to identify strengths and weaknesses, evaluate operational effectiveness and ensure that the business goals/project milestones are met.
• Monthly management reporting on conversion rate on new and existing sources of business.
• Ensure that the marketing initiatives implemented adhere to the approved budgets and deliver on the required return on investment (ROI). Reduce customer acquisition costs.

Requirements

Minimum qualifications

• Minimum post-matric qualification (minimum 3-year tertiary qualification) in Marketing and Sales, Business Management or a related field.
• On-the-job training – abreast with the AVBOB product suite and products offered by competitors is an advantage.
• Proficient in MS Office suite; working knowledge of project management; computer software and internet. General computer competencies.

Knowledge and experience

• Minimum five (5) years business development and account management experience (within the Financial Services sector is advantageous).
• Strong sales and account management background.
• Customer Relationship Management (CRM) experience.
• Client relationship management (customer service).
• Team management and development.
• Exceptional written and verbal communication skills (negotiation, presentation).
• Tactical plan development and project management.
• Budget management.
• Excellent relationship building and networking skills (greater access to senior management and relevant decision-makers).
• Work independently (accountable, self-starter and self-driven).
• Highly organized and good time management skills (prioritisation).
• Data analysis.
• Business writing skills

Travel

• The role involves extensive travel nationally.

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Description

• To successfully sell AVBOB insurance products and maintain business.
• Keeping of daily, weekly and monthly statistics. 
• Accurate typing and loading of client information.
• Meeting of sales targets as set by management. 
• Compiling of statistics reports to management on a weekly basis.

Requirements

• Grade 12 certificate.
• You should have mathematics/ accounting as school subjects.
• Client Services or Customer Care course (will be an advantage).
• You should have a minimum of 6 months’ sales experience.
• High proficiency in English (ability to speak and understand).
• Fluency of an African language (will be an advantage).
• Advanced computer literacy in email and MS Office and Windows.
• Sound knowledge of sales techniques

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RESPONSIBILITIES  INCLUDE:

• Arranging of all funerals and cremations
• Obtain and complete all legal documentation for funerals and cremations
• Maintain all funeral records
• Offer counselling and comfort the bereaved families
• Handle payments and invoicing
• Marketing and sales of Funerals, Tombstones and AVBOB insurance products
• Render client service and assist with complaints

Requirements

QUALIFICATIONS  REQUIRED  FOR  THE  POSITION:

• Grade  12
• Driver’s  license,  own  reliable  transport  and  cell  phone
• Clear credit and criminal record
• Comply with FAIS legislation for registration as Fit and Proper individuals:

EXPERIENCE  REQUIRED  FOR  THE  POSITION:

• Business and functional experience in the funeral industry will be a advantage

SKILLS  REQUIRED  FOR  THE  POSITION:

• Good communication, analytical, planning and organising skills
• Time  management and administration skills
• Computer literate
• Entrepreneur skills
• Marketing and selling skills

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Description

• We are looking for a highly motivated, resilient and passionate individuals with leadership traits to join AVBOB as Assistant Agents on a Fixed-Term Contract (12-18 months)
• You will be working for a well-established company that is over 100 years old with strong values.  An organization that values employee development and rewards excellent performance.

YOUR RESPONSIBILITIES WILL INCLUDE:

• Arranging of all funerals and cremations
• Obtain and complete all legal documentation for funerals and cremations
• Maintain all funeral records
• Offer counselling and comfort the bereaved families
• Handle payments and invoicing
• Marketing and sales of Funerals, Tombstones and AVBOB insurance products
• Render client service and assist with complaints

Requirements

QUALIFICATIONS  REQUIRED  FOR  THE  POSITION:

• Grade  12
• Driver’s  license,  own  reliable  transport  and  cell  phone
• Clear credit and criminal record
• Comply with FAIS legislation for registration as Fit and Proper individuals:
• Applicants who entered the industry as follows: 
• From years 2004 – 2007 requires 30 credits on NQF 4 obtained 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 recognised qualification

EXPERIENCE  REQUIRED  FOR  THE  POSITION:

• Business and functional experience in the funeral industry will be an advantage

SKILLS  REQUIRED  FOR  THE  POSITION:

• Good communication, analytical, planning and organising skills
• Time  management and administration skills
• Computer literate

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Description

• We are looking for an individual with Supervisory experience to join our premium administration team, under the direction of the Department Head. You should have excellent communication skills and have experience in compiling reconciliations.
• You will be working for a well established company with strong values. In exchange for your services, you will receive a competitive compensation package. You will be joining an organisation that values employee development and rewards excellent performance.

YOUR RESPONSIBILTIES WILL INCLUDE:

• Handling of telephonic and written queries from the Ombudsman and keep all parties involved updated on the progress of the queries.
• Provide training and assistance to subordinates, subordinates should be monitored on a regular basis to determine any training needs.
• Non-performance of clerks should be attended to and brought under the attention of the Department Head.
• Check and follow up on correspondence older than 3 days. Regular spot checks should be done on the completed work to ensure that the set standard with regards to quality of work is upheld.
• Spot check key functions and remove the said users, identify and address system errors and improvements, monitor non-lapse codes. 
• Reconciliations of the Ledger accounts should be done on a monthly basis; any discrepancies should be brought under the attention of the Department Head and followed up.
• Monitor the scheduling of program as stipulated on the ICT schedule.
• Attend to the transaction on the 1st provisional lapse run report and report of Stop Order policies with Cash Payments.
• Attend to the not-inforce policies with balances.
• Attend to the policies for which the 1st premium was received late as per the relevant report.
• Attend to the arrear notices work file when done running on the system and print after allocations.
• Spot check daily to see that all systems are up and running, maintain effective personnel administration, and render training and support.
• Assist with the performance appraisal of subordinates.
• Compile monthly stats report of the post/ correspondence that was worked on throughout the month.
• Maintain a high standard of communication across all levels and departments internally and externally

Requirements

• Grade 12
• 2 – 3 Years relevant experience in Long Term Insurance

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Description

• We are looking to employ a Specialist: Events and Communications with exceptional communication and writing skills. You will expected to be a strategic thinker with meticulous attention to detail, working well under pressure, and meeting deadlines.
• You will be required to plan, manage, and implement all Group Events and Special Projects in support of brand communication, stakeholder engagement, and organisational positioning. You will also be required to ensure seamless execution of events and initiatives aligned to business priorities and communication objectives
• You will be working for a company that is over 100 years old with strong values. In return for your services, you will be paid a competitive remuneration package. You will be working for an organization that values employee development and rewards excellent performance.

YOUR RESPONSIBILITIES WILL INCLUDE THE FOLLOWING:

Events and Special Projects

• Develop and submit the Group’s Events and Special Projects plans for approval.
• Compile and maintain an annual Events and Special Projects calendar aligned with business priorities.
• Conduct research and benchmarking on market and industry trends to enhance the Events portfolio.
• Propose improvements to current processes in line with industry best practice.
• Compile and submit monthly performance and progress reports.

Events and Projects Execution

• Plan, coordinate and manage all Group events and special projects from concept to execution and evaluation.
• Oversee logistics, supplier management, budgeting and delivery of events.
• Manage annual and ad hoc company events, as well as Corporate Affairs-related special projects.
• Ensure adherence to approved budgets and timelines.
• Prepare events-related communication and collateral for approval.

Stakeholder Engagement and Relations

• Liaise with internal and external stakeholders to ensure alignment on objectives, plans and timelines.
• Build and maintain stakeholder relationships that support collaboration and brand positioning.
• Create networking and relationship-building opportunities with partner organisations.
• Implement initiatives that support organisational alignment and a positive corporate image.
• Support and manage digital initiatives such as the website and related projects.

Requirements

• Recognised three years of qualification in Public Relations/ Business Communication/Journalism/Digital
• Minimum 3-5 year related experience
• Events management
• Plan language and editing
• Copy writing/ report writing
• Editorial, press release and feature writing
• Internal communication/ employee engagement role within the financial service environment

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Description

• Are you a detail-oriented professional with experience in credit management? AVBOB Financial Services is looking for a Credit Administrator to join our team. In this role, you will be responsible for assessing, processing, and monitoring credit applications while ensuring compliance with the Group’s policies and risk management guidelines.
• You will be working for a company that is over 100 years old with strong values.  In return for your services, you will be paid a competitive remuneration package.  You will be working for an organization that values employee development and rewards excellent performance.

Key Responsibilities:

• Evaluate new and existing loan applications by interpreting financial data to assess creditworthiness and affordability.
• Ensure effective execution of credit applications, evaluation, and approval processes.
• Make informed decisions on loan applications based on credit policies and product guidelines.
• Ensure all loans are disbursed following the Standard Operating Procedures.
• Analyse credit data and assess associated risks.
• Adhere to lending criteria based on AFS’s risk tolerance and credit risk appetite.
• Ensure compliance with the National Credit Act to promote responsible lending and prevent reckless lending.
• Communicate credit decisions to customers and explain loan terms.
• Assist customers with queries related to loan applications, repayments, and account statuses.
• Provide clear guidance on credit policies and repayment obligations.
• Prepare reports on credit approvals, outstanding debts, and risk analysis.
• Support with general administrative duties and assist with tasks arising within the department.

Requirements

• Grade 12.
• National Diploma in Credit Management, Accounting, Financial Accounting, or Banking.
• 2-3 years’ experience in credit management, banking, lending, or a similar environment.
• Good understanding of NCA (National Credit Act), lending products, and banking procedures.
• Computer literate (MS Office).
• Strong attention to detail and ability to work independently.
• Analytical and numerical reasoning skills.
• Problem-solving and initiative-taking capabilities.
• Good interpersonal and communication skills