Latest Jobs at AVBOB South Africa

Description

• We are searching for  an individual with solid experience in managing sales teams to join the Pretoria Central Life office.
• You will be responsible  for  driving performance of a team of sales representatives and ensuring that  business objectives are met.
• 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.

Your Responsibilities will Include:

• Recruit  high  quality  representatives  timeously  and  accurately
• Ensure  that  appointed  representatives  are  adequately  trained
• Manage  a  team  of   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

• 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

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 
• Clear ITC
• Clear criminal record
• RE5  certificate
• RE1  will  be  an  advantage
• Drivers’  license,  own  reliable  transport  and  cell  phone
• Proven  success  in  the  Marketing  of  Life  Assurance  for  at  least  three  years

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Description

• We are looking for an individual, under the guidance of the Area Manager, who will be responsible for high quality client service and client retention effort, by overseeing and controlling the standards of the customer service of the administrative clerks in the area.
• 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

Team Management

• Attend scheduled area meetings and report back to employees in the area office on deficiencies with regard to customer service and to recommend to the management structure actions to rectify.
• Conduct meetings with employees, minute meetings, share minutes with all stakeholders and keep record of minutes with regard to all customer service-related matters.
• Identify development areas with regards to client service deficiencies and compile and track a development plan in respect of admin staff in reporting offices.
• Conduct counselling and coaching sessions with administrative staff in reporting offices in respect of quality assurance deficiencies and standardization of approved processes.
• Recommend and implement remedial/ corrective action in under the guidance of the area manager in terms of employee behaviour and performance in Area Office and QA in other life offices.
• Control and monitor subordinates work to ensure that tasks are performed on acceptable standards and according to policy and procedures.
• Give input on performance appraisals of admin staff related to client service action. Recommend possible training and planned coaching needs that have to be incorporated into the development plan / coaching programme of the admin staff.
• Address escalated enquiries from admin clerks to with the necessary stakeholders in an accurate and timely manner.

Customer Service

• Address escalated enquiries from clients with the necessary stakeholders in an accurate and timely manner.
• Monitor that policy requests and related transactions are dealt with according to policy and procedure and are executed timeously and effectively.
• Monitor and report on all regulatory requirements to the area manager to facilitate legislative compliance in the execution of duties of admin staff. (i.e. FAIS, PoPIA, FICA, BCEA, LRA.
• Awareness of the Group's policies and procedures, and the regulations relevant to the role.
• Consistently demonstrate understanding of how the principle of TCF and the underlying six TCF outcomes impacts the role and is embedded in the culture of AVBOB.
• Monitor the implementation of Voice of the Customer (VOC) initiatives in all offices and in collaboration with Manager: Customer Experience.
• Monitor the implementation of the Moreki Pele program in all offices and in collaboration with the Manager: Customer Experience and Area Manager.
• Monitor the Net Promoter Score (NPS) results of all transactions in the Area (e.g. new policies issued and policy maintenance transactions), call all detractors and some promoters, followed by providing feedback and coaching to admin staff where required and report progress and results to the area manager.
• Identify, as part of the NPS monitoring, areas of improvement and communicate such to the Area manager to remedy and improve on. Record and report to the area manager on improvement areas and record progress made on improvement on a monthly basis.
• Evaluate work processes and implement standardized processes and procedures to facilitate effective client service experiences in collaboration with the area manager and relevant parties.
• Stay abreast of various policy maintenance departments’ functionality, requirements and processes to ensure that client requests are processed correctly and timely.

Risk

• Prevent losses that may occur in the business by ensuring that all queries are handled and documentation are processed correctly and within the relevant rime frames.
• Prevent losses that may occur by identifying suspicious transactions and reporting such transactions to area manager on a regular basis.
• Identify and give input to area manager and Manager: Customer Experience to recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.
• Review policy payment reconciliation document of all reporting offices to ensure reconciliation and banking processes are finalized in a timely manner by admin clerks.

Quality Assurance and Retention

• Monitor that daily non-payment lists are extracted per office and distributed to the line managers for follow-up.
• Ensure by weekly reporting activities that feedback reports from the different line managers (BM/DM/TL/BC) are consolidated and submitted to the Area Manager for review and reporting.

Fraud Complaints/ Investigations

• Receive, escalate the area manager and record client complaints lodged by clients at the respective insurance offices and report suspected fraud cases to the Forensics Department to investigate.
• Receive, record and refer complaints/ fraud investigations from head office to the relevant line manager for investigation within one day after receipt. Report on feedback from line managers to Head Office within agreed periods per insurance clerk.
• Maintain accurate records and reporting systems and processes to track investigations and provide timely feedback on investigations to Forensics.

Reporting

• Compile activity / transaction reports to area manager on a monthly basis.
• Compile weekly/monthly progress reports to the area manager on a monthly basis.

General

• Oversee and monitor own offices’ asset registers by ensuring that regular asset verification is done, assets are recorded on the register correctly. Monitor assets register maintenance of reporting offices by regular reconciliation reports and report any discrepancies to the area manager.
• In collaboration with the area manager, keep record of office attendance registers and store appropriately to facilitate any queries/audits only in Area Office where person sit.
• Monitor the petty cash account for own office. Monitor petty cash accounts of reporting offices by reviewing petty cash reconciliation reports received from reporting offices. Report any discrepancies to the area manager to implement remedial action. 

Requirements

Minimum Qualifications

• Grade 12
• A FAIS recognized qualification
• RE5
• RE1 will be an advantage
• Computer Literate (MS Office, Email, Internet)

Knowledge and Experience

• 2-3 years proven experience in the life insurance industry relating to client services
• In-depth knowledge of the insurance domain, associated standards, practices and regulations
• Experience in dealing with intermediaries
• 2-3 years relevant supervisory experience

Technical And Behavioral Competencies

• Interpersonal Skills
• Attention to Detail
• Communication (Verbal & Written)
• Computer Literacy
• Organising, Planning & Time Management Skills
• Decision Making Skills
• Dependability and Reliability
• Conflict Management Skills
• Teamwork
• Initiative
• Negotiation Skills
• Computer Services

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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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About the Role:

• As a Liaison Officer for Senior Citizens, your primary mission will be to promote AVBOB’s funeral insurance and funeral services by engaging with retirement establishments, churches, community centers, hospitals, and other institutions catering to the elderly.
• This is a high-impact role focused on community engagement, relationship building, and business development.
• 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.

Key Responsibilities:

• Plan, coordinate, and host events at retirement homes and senior clubs
• Present AVBOB products and services to potential clients
• Build strong networks with stakeholders, from church leaders to retirement home managers
• Assist with funeral planning queries and offer professional advice (FAIS compliant)
• Follow up on leads and support funeral agents with business development
• Manage client service, queries, and administration, including premium collection

Requirements

Minimum Requirements:

• Matric (Grade 12)
• Relevant marketing qualification
• At least 3 years' experience in community engagement, sales, or funeral/insurance services
• Familiarity with retirement villages, old-age homes, and senior-focused institutions

Skills & Attributes:

• Strong interpersonal and networking skills
• Confident public speaker and presenter
• Excellent organisational and event-planning skills
• Sound administrative abilities
• Empathetic and able to engage effectively with senior citizens

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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.

Opportunities available at:

• Hartswater
• Kuruman
• Upington
• Prieska
• Postmasburg
• Galeshewe

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