Job Opportunities at AVBOB South Africa

Description

• We are looking for a customer orientated individual to join our stop orders team. Under the direction of the Head Clerk, you will be responsible for ensuring that all payments received from the institutions are processed accurately, correctly and in a timeous manner as per the schedules received. You will maintain Avbob’s books and to make sure that the policies are kept intact.
• You will be working for a company that is over 100 years old with strong values which are customer centric.

YOUR RESPONSIBILITIES WILL INCLUDE THE FOLLOWING:

• Ensure all policy applications are filed accurately, correctly and timeously.
• Reconciliation of monthly premiums received from the institutions.
• Processing of daily correspondence and discrepancy reports.
• Updating all details on policies and correspondence should be sent to the work desk.
• Checking and updating of schedules.
• Handling of telephonic queries.
• Providing statistics and assistance to the senior clerk.

Requirements

• You should be in possession of a Grade 12 certificate.
• At least 1 – 2 years relevant experience in the insurance industry.
• You should be computer literate (MS Office)
• Good customer service orientated. G
• Good communication and interpersonal skills.
• Accuracy and figure orientated (reconciliations).
   

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Description
RESPONSIBILITIES  INCLUDE:

• Recruit  up to eight high  quality insurance representatives in line with the business requirements
• Ensure  that  appointed  representatives  are  adequately  trained
• Manage  the eight insurance  representatives  optimally
• Ensure  that  the  set  insurance  sales  targets  are  reached
• Ensure  and  monitor  compliance  with  respect  to  FAIS/FICA/LTIA  and  all  other  relevant  legislation
• Risk  management
• Develop  and  expand  markets

Requirements
QUALIFICATIONS  REQUIRED  FOR  THE  POSITION:

•  Grade  12
• A  suitable  industry  entry  qualification  within  the  requirements  of  the  Financial  Services  Board
• Comply with FAIS legislation for registration as Fit and Proper individuals

      All those appointed in the industry from the year 2010 onwards require a full FAIS recognised qualification

• Clear ITC record
• Clear criminal record
• RE5  certificate
• RE1  will  be  an  advantage
•  Valid driver’s  license,  own  reliable  transport  and  cell  phone

EXPERIENCE  REQUIRED  FOR  THE  POSITION:

• Proven  success  in  the  Marketing  of  Life  Assurance  for  at  least  three  years

SKILLS  REQUIRED  FOR  THE  POSITION:

• Administration  skills
• Computer  skills
• Good  interpersonal  skills  and  communication  skills
• Time  management  skills

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Description
RESPONSIBILITIES  INCLUDE:

Create strategic customer account plans

• Analyse and identify the needs (and expectations) of the customer. Understand the customer’s business drivers, tapping into the customer behaviour and decision making journey to deliver AVBOB’s business objectives.
• Create appropriate strategic account plans to support the overall Business
• Development strategy. Develop a compelling value proposition that is relevant for the customer but differentiated solutions from competitors by expanding the AVBOB’s value proposition to meet the needs of the customer, in pursuit of the short-term and long-term objectives of the business.
• Set sales growth targets for the strategic accounts of responsibility and develop appropriate tactical plans for the achievement of business targets.
• Expand the existing AVBOB customer base by identifying and acquiring new strategic customer accounts for the AVBOB business, developing and implementing the strategic customer account plans to deliver business growth.
• Increase penetration and market share in the strategic accounts by driving AVBOB product usage through developing and executing a strategic customer account plan.

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.

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. 

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.

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
QUALIFICATION  REQUIRED  FOR  THE  POSITION:

• 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.

EXPERIENCE  REQUIRED  FOR  THE  POSITION:

• 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 organised and good time management skills (prioritisation).

REQUIREMENT FOR THE POSITION:

• Able to travel extensively
   

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Description

• Marketing of Funeral Insurance, Savings Plans and related products
• Recruit funerals for the Funeral Division

Requirements

• Matric (Grade 12) and/ or tertiary education with 30 credits on NQF level 4
• 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 recognized  qualification
• Clear ITC credit record
• Clear criminal record
• RE 5 will be an advantage
• Marketing experience

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Description
RESPONSIBILITIES INCLUDE:

• Positively uphold the AVBOB brand at all times.
• Arrangement and execution of funerals in line with AVBOB standards and client’s needs.
• Upholding high levels of customer services to AVBOB clients
• Operational management of the branch.
• Management of the AVBOB funeral branch in line with the legislative requirements.
• Management of infrastructure (buildings, fleet, operational equipment, etc.) in line with the set AVBOB standards.
• Management of AVBOB stakeholders (internal and external).
• Management training and development of branch staff.
• Business focus and drive to achieve business deliverables.

Requirements

QUALIFICATION REQUIREMENTS FOR THIS POSITION:

• Relevant business related post-matric qualification.
• Computer literacy.

SKILS  REQUIRED  FOR  THE  POSITION:

• Business acumen (operational, sales, marketing and customer service).
• People management skills.
• Business and functional experience in the funeral industry will be an advantage.
• Good financial management experience will be a definite advantage.

OTHER REQUIRED FOR THE POSITION:

• Compliance with FAIS legislation for registration as fit and proper individuals.
• Clear criminal and credit record (ITC).