Jobs at Oneplan Underwriting Managers (Pty) Ltd

Key Duties & Responsibilities:

Drive Sales Strategy Planning and Execution:

• Collaborate with peers to define a sales business plan that will deliver revenue through selling and our products and services.
• Lead a team and support the Sales Managers to manage an effective and efficient omnichannel to maximize sales revenue and meet or exceed set goals.
• Build a culture of exceptional customer experience leveraging the omni-channel.
• Drive the forecasting and adjustment of annual, quarterly, and monthly sales plans to ensure achievement of yearly goals.
• Drive and deliver sales operational objectives through reviewing performance against sales information and making recommendations of adjustments to strategic plans.
• Create insights that will inform business plans and activities to maximize sales revenue and meet or exceed set goals.
• Lead a sales team of around 10 – 15 agents to initiate and implement corrective actions based on insights from other departments.
• Create an effective social system and lead teams to prepare and complete action plans; implementing productivity, quality, and customer-service standards; resolving problems; identifying trends; and determining organisational sales system improvements.
• Actively lead the team to expand the customer base to close sales.

Drive Sales Growth and Performance:

• Manage a successful omni-channel which consistently meets or exceeds daily sales performance metrics.
• Creates and maintain a world-class Sales culture, focused on delivering results by providing ongoing coaching and development of sales teams.
• Consistently ensures that business is always conducted with integrity and that behaviour aligns with our values.
• Works closely with Sales Managers and Marketing to drive strategy through leads and campaign management, sales huddles and regular feedback to Management teams on performance improvements.
• Analyse performance metrics data and leverage it to effectively coach and develop the Sales team.
• Initiate ideas for the development and implementation of new processes and procedures for effective and efficient team operations and ensuring these are shared with the Sales Manager to implement in other teams if effective.
• Collaborate with Sales Manager and various other managers in managing performance, sales strategy and tasks in order to achieve sales targets.
• Lead and oversee sales activities in the team you control.
• Reviews effectiveness plans or direct activities such as sales promotions that require coordination with other department managers.
• Assesses for opportunities for continuous improvement of execution and customer experience across the omnichannel in a cost effective, efficient, and effective manner.
• Contribute to channel plans or strategies.   
• Identify, design, and implement projects that will enhance effectiveness of the Sales Contact Centre over time.
• Ensure integrity of governance and compliance across all spheres of operations
• Ensure resources and structures supports longer term growth objectives.
• Managing the poor performance in your team inline with the Company procedures and processes as defined by the Disciplinary / Poor performance process.

Continuous Improvement and Reporting:

• Provide monthly and quarterly reporting on all relevant Sales Contact Centre indicators, illustrating trends and plans for continuous improvement. (Timing of reports may vary dependent on requirements).
• Review compliance metrics, retentions and cancellations and service level performance against defined targets and metrics and course correct sales processes when necessary.
• Extract productivity and performance data and reports daily, weekly, and monthly and analyse data for continuous improvement within your team.

Leadership and Direction:

• Providing vision and direction to team members.
• Through effective inspirational leadership, facilitate the creation of accountable, full-service teams who understand and strive to meet the needs of all stakeholders.
• Role model behaviour and motivate team members in line with the core values.
• Take full responsibility for performance of all direct reports, motivating and managing them in relation to quality standards and agreed benchmarks and objectives, focusing on all aspects of sound people management.
• Provide support and guidance on career path planning, on-the-job training, coaching, and mentoring to direct reports.
• Leads change to creates a self-refreshing and learning organisation.
• Continuous improvement of business processes.

Work collaboratively:

• Build a culture of respect and understanding across the organisation.
• Recognise outcomes which resulted from effective collaboration between teams.
• Build cooperation and overcome barriers to information sharing, communication and collaboration across the organisation.
• Facilitate opportunities to engage and collaborate with internal and external stakeholders to develop joint solutions.

Self-Management:

• Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained.
• Demonstrate consistent application of internal procedures.
• Plan and prioritise, demonstrating abilities to manage competing demands.
• Demonstrate abilities to anticipate and manage change.
• Demonstrate flexibility in balancing achievement of own objectives with abilities to understand and respond to organizational needs.

Key requirements of the role:

Education & Experience:

• Grade 12 with English and a second language (preferably of a ethnic language).
• Undergraduate/Postgraduate qualification in related field advantageous.
• Minimum of 5 - 8 years client service and/or sales experience.
• Previous call centre sales experience within a short-term insurance environment (preferred), able to manage a team effectively and motivate team members to meet required targets.
• 2 – 3 years proven experience managing a team in a contact centre environment and or call centre will be advantageous.

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Key Responsibilities:

Compliance & Legal Admin Support

• Assist with formatting, filing, and version control of compliance and legal policies, registers, SOPs, and reports.
• Maintain a tidy, accessible filing system (digital and physical) for regulatory records (e.g., licenses, FSP documents, mandates).
• Support with preparation of compliance reports (FSCA, FIC, TCF, complaints registers, etc.).
• Help track deadlines for submissions and audit action items.
• Assist with due diligence packs and onboarding checklists.

General Office Administration

• Order office supplies, milk, coffee, stationery, and other consumables.
• Maintain stock levels and do occasional store runs.
• Manage meeting room bookings and prepare for meetings (printing, refreshments, setting up).
• Monitor shared inboxes and redirect emails accordingly.
• Receive deliveries, liaise with vendors, log IT or maintenance issues.
• Coordinate team functions, or ad hoc office events.

Project & Task Coordination

• Track compliance/legal projects and implementation plans (e.g., COFI readiness, POPIA rollout).
• Maintain action trackers and send follow-ups to team members.
• Help document key project outputs, maintain templates, and track review cycles.
• Coordinate diaries and meetings for the compliance and legal teams.

Company Secretarial Support

• Assist with basic company secretarial duties under supervision (e.g., board pack preparation, director info sheets, CIPC filing tracking).
• Maintain director/trustee registers, conflict of interest declarations, and annual returns reminders.
• Help with AGM prep (venue booking, reminders, catering, basic minutes formatting).
• Liaise with company secretary or legal officer where formal filing or drafting is required.

Requirements

Qualifications & Experience:

• Minimum: Matric / Grade 12
• Preferred: Office Admin, Paralegal, Compliance, or Business Diploma
• At least 2 years’ experience in an administrative, office, or project assistant role
• Experience in a financial services or compliance/legal setting is advantageous