Africa's largest Mutual Assurance Society providing a one-stop funeral insurance and burial service solution.
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Description
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 reward excellent performance.
- 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 recognised qualification
- Clear ITC credit record
- Clear criminal record
- RE 5 will be an advantage
Requirements
- Grade 12
- Marketing experience
- Drivers’ license and have own reliable transport and cell phone (advantage)
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Description
RESPONSIBILITIES INCLUDE:
We are looking for individuals to handle the two key responsibilities:
- Marketing of Funeral Insurance, Savings Plans and related products
- Recruit funerals for the Funeral Division
- 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.
Requirements
QUALIFICATIONS REQUIRED FOR THE POSITION:
- 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 recognised qualification
- Clear ITC credit record
- Clear criminal record
- RE 5 will be an advantage
EXPERIENCE REQUIRED FOR THE POSITION:
SKILLS REQUIRED FOR THE POSITION:
- Drivers’ license and have own reliable transport and cell phone
- Good communication, administration and time management skills
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Description
- We are searching for an individual to join the Alternative Distribution Team as an Area Manager: Broker Service in Cape Town.
- 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.
Using appropriate methods and a flexible interpersonal style to help build a cohesive team: facilitating the completion of team goals in building a successful team.
- Develop direction by ensuring that the purpose and importance of the team are clarified (e.g. the team has a clear charter or mission statement); guides the setting of specific and measurable team goals and objectives.
- Develop structure to clarify roles and responsibilities of broker consultants; help ensure that necessary steering, review or support functions are in place.
- Make procedural or process suggestions for achieving team goals or performing team functions; provides necessary resources or helps to remove obstacles to team accomplishments. Facilitates goal accomplishment.
- Listen and fully involve broker consultants in team decisions and actions; values and uses individual differences and talents.
- Share important or relevant information with the team such as new products that AVBOB will introduce.
- Adhere to the team’s expectations and guidelines; fulfils team responsibilities; demonstrate personal commitment to the team.
Obtaining information and identifying key issues and relationships relevant to achieving the team’s goals; committing to a course of action to accomplish goals after developing alternatives.
- Identify and fill gaps in information required to understand problems and opportunities.
- Generate alternatives by creating relevant options in addressing problems, opportunities and achieving the desired outcomes.
- Formulate clear decision criteria by considering implications and consequences choose an effective solution.
- Commit decisions to action and implementation.
- Make the most appropriate decisions and ensure buy-in and understanding of the resulting decision.
- Describe expectations, goals, requests or future goals in a way that provides clarity and excites interest.
- Seek, give and summarize information; ensure that the situation/issue at hand is understood.
- Present own ideas; seek and develop suggestions of others; make procedural suggestions.
- Use appropriate influence strategies (such as demonstrating benefits or giving rewards) to gain genuine agreement; persist by using different approaches as needed to gain commitment.
- Establish good interpersonal relationships by helping people feel valued, appreciated and involved in discussions (enhances self-esteem, empathizes, involves, discloses, supports).
Building partnerships, identifies opportunities and taking action to build strategic relationships between one’s area of responsibility and others.
- Analyse the organisation and own area to identify key relationships that should be initiated or improved to further the attainment of own and organisational goals.
- Formulate action plans through collaboration to determine courses of action to realize goals. This would for instance involve the implementation of new products.
- Monitor and evaluate the partnerships and attainment of set goals to market new products.
Focusing and guiding others in accomplishing work objectives.
- Collaboratively works with Broker Consultants to set meaningful performance objectives; sets specific performance goals and identifies measures for evaluating goal achievement.
- Collaboratively work with Broker Consultants to identify the behaviours, knowledge and skills required to achieve goals; identifies specific behaviours, knowledge and skill areas for focus and evaluation.
- Ensure that opportunities for development are available; offer to help individuals overcome obstacles to learning.
- Collaboratively with training department identify observation or coaching opportunities, training, workshops, seminars etc. that will help the individual achieve important goals. Self-development plays a major part in the development of members.
- Use techniques to track performance against goals and to track the acquisition and use of appropriate behaviours, knowledge and skills.
- Hold regular formal discussions with each Broker Consultant to discuss progress toward goals and review performance; evaluate each goal, behaviour, and knowledge and skill area.
Formal presentation: Presenting AVBOB products to individuals or groups, deliver presentations that suits the characteristics and needs of the clients.
- Define clear goals that clearly reflect the needs of the audience.
- Maintain audience attention.
- Present main ideas that support the objective of the presentation. Present facts and details describing the products available in a logical sequence.
- Use non-verbal communication.
- Use audio and visual aids to enhance the audience’s understanding of products.
- Listens and responds to questions and objectives.
- Summarizes the presentation.
Planning and organizing by establishing courses of action to ensure that work is completed efficiently.
- Identify more critical and less critical activities and adjust to sell products.
- Allocate appropriate amounts of time to appointments.
- Dedicate required time and energy to assignments or tasks to ensure that no aspect of the work is neglected; works to overcome obstacles to completing tasks or assignments.
- Establish criteria and/or work procedures to achieve a high level of quality, productivity and service.
Setting up ongoing procedures to collect and review information needed to manage an area office or ongoing activities within it.
- Determine which processes or areas need to be monitored; identify what information need to be obtained.
- Develop and maintain monitoring systems to monitor activities or outputs. Develop a system that is easy to use and that provide timely and pertinent information.
- Effectively put in place monitoring systems with minimal interruption for other organisational processes.
- Collect and review data on a regular basis to determine progress, anticipate needs and make necessary adjustments to personnel or processes.
- Identifying opportunities and taking action to build strategic relationships between one’s area and other areas, teams, departments, unit, or organisations to help achieve business goals.
- Analyse the organisation and own area to identify key relationships that should be initiated or improved to further the attainment of own area’s goals.
- Exchange information with potential partner areas to clarify partnership benefits and potential problems; collaboratively determines the scope and expectations of the partnership so that both areas’ needs can be met.
- Collaboratively determines courses of action to realize mutual goals; facilitates agreement on each partner’s responsibilities and needed support. Formulates action plans.
- Places higher priority on organisation’s goals than on own area’s goals; anticipates effects of own area’s actions and decisions on partners; influences others to support partnership objectives.
- Implements effective means for monitoring and evaluating the partnership process and the attainment of mutual goals.
- General: Administration.
- Manage the targets of district managers to sell new products.
- Manage the selection and recruitment of suitable personnel in co-operation with the recruitment department and the Manager: Marketing Administration.
- Ensure training is provided on functional, administrative, management- and marketing skills are provided in co-operation with Manager: Training. Functional training should be completed within six months.
- Arrange for counselling and disciplinary procedures as required in accordance to company policy.
- Management responsibilities.
- Anticipate research and report on future changes regarding life insurance management strategy and ensure such knowledge is factored into the planning of the department’s own strategy, resources and procedures and the awareness of corporate direction, mission, aims and activities.
- Plan and recommend the implementation of a life insurance strategy and activities consistent with overall aims and requirements of the organisation and according to an agreed development strategy.
- Manage direct subordinates as indicated below and ensure that their subordinates are managed along the following guidelines:
- Interview and selection of staff and motivating for the appointment of new personnel to ensure that appointments are made along the requirements of positions and to ensure that sufficient members are employed at all times.
- Prepare job descriptions and other related material for new positions and compile and maintain job descriptions of subordinates to ensure that members are informed about their responsibilities at the required level.
- Identify training needs of new and existing personnel to ensure that members are able to perform their duties at the required level.
- Evaluate the performance level of sub-ordinates to determine the quality of work and performance levels and make recommendations regarding their career development/progression.
- Apply prescribed rules and discipline with the department to ensure that the work is done at an acceptable level.
- Develop, manage and motivate subordinates by providing of quality guidance, supervision and on the job training.
- Identify, develop and implement skills development and training opportunities.
- Manage the leave of broker consultants in such a manner that sufficient numbers of members are always available to attend to the requirements of other staff members.
- Liaise with other departments in the organisation in order to establish and maintain an effective and relevant investment approach in relation to the organisation’s operating functions.
- Communicate, liaise and negotiate externally using appropriate methods to facilitate the development of sustainable relationships.
- Use personal judgement and initiative to develop effective and constructive solutions to challenges and obstacles in relation to investments and fixed property administration.
- Monitor, record, analyse and report on activities, trends, results and recommendations relating to area of responsibility. Attend meetings and contribute to company strategy and policy-making as required.
- Maintain personal ability in and appropriate use of all relevant ICT (Information and Communications Technology) and other systems within area of responsibility.
- Develop personal skills and capability through on-going training interventions and develop relevant knowledge, techniques and skills provided by AVBOB or external service providers.
- Maintain administration and relevant reporting and planning systems and prepare and submit relevant administration in a timely and accurate manner.
- Investigate, plan and implement strategically effective and relevant life insurance management methods which meet optimally the needs of the organisation and its customers.
- Financial Management and Budgeting.
- Manage the budget which is a detailed statement of estimated income and expenses and a historical record of the department’s activities during a given period.
- Use the budget to accomplish the following:
- It can assist to redefine goals based on realistic resources.
- It can compel members of the department to use funds efficiently.
- It can provide accurate information to adjust, analyse and evaluate programs and activities.
- It can provide a historical reference to be used for future planning.
- It can be an aid in decision making.
- Develop a budget along the following lines.
- Start preparations in time prior to the close of the current year.
- Prepare an outline of the department’s planned activities for the upcoming year.
- Determine available funds such as carry over balance from previous years, cash on hand and funds in the bank.
- Do careful studies of funding sources, costs, estimated and probable fundraisers.
- Estimate expected income and when it is expected to be available.
- Define required expenses for advertising, printing, supplies etc.
- Obtain price quotations on certain expenditures and delegate certain responsibilities to members.
- Rank the order of expenditures by their importance and consider which activities are the wisest expenditures of funds.
- Eliminate less essential expenditures or limit expenditures.
- Revise, review, coordinate, cross-reference and assemble into a final budget that is flexible to anticipate conditions which might have been overlooked during the planning process.
- Once approved, adopted and prepared it should be closely managed and general policies and procedures are required to achieve objectives.
- Keep an accurate log of financial transactions (income and expenses) and check and balance records periodically;
- Control costs by only allowing approved expenditures.
- Assess budget at any given point of time during the budgeted period.
- After the budget period has lapsed, determine the outcome of each expense and revenue.
- Judge and review actual cost in order to establish.
- Judge and review actual cost in order to establish priorities for the next budget period.
Identify opportunities and take action to build strategic relationships between one’s area and other areas, to help achieve business goals.
- Analyse the organisation and own area to identify key relationships that should be initiated or improved to further the attainment of own area’s goals.
- Exchange information with potential partner areas to clarify partnership benefits and potential problems; collaboratively determines the scope and expectations of the partnership so that both areas’ needs can be met.
- Collaboratively determine courses of action to realize mutual goals; facilitates agreement on each partner’s responsibilities and needed support. Formulates action plans.
- Places higher priority on organisation’s goals than on own area’s goals: anticipates effects of own area’s actions and decisions on partners: influences other’s to support partnership objectives.
- Implements effective means for monitoring and evaluating the partnership process and the attainment of mutual goals.
Requirements
- Grade 12 and life insurance related training programmes on NQF 5 level.
- Comply with FAIS legislation for registration as Fit and Proper individuals
- 140 Credits at NQF Level 4
- Be in possession of a tertiary qualification in marketing or sales
- RE 1 and RE 5
- Proficient in MS Office Suite (MS Word, MS Excel, MS PowerPoint).
- Up to 5 years’ experience including 2 years relevant supervisory experience.
- Intermediate level negotiation skills.
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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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Description
- We are searching for an individual with excellent administrative and customer service skills to join our branch administration team at the Butterworth Insurance Office.
- 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:
- Reception
- Typing
- Record keeping
- Operating switchboard
- Client services
- Data input and scanning of documents
- General office duties
- Handling petty cash
Requirements
- Grade 12
- 1-2 years relevant office administration experience will be a definite advantage
- Computer skills (Ms Word, Excel)
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Description
- We are searching for an individual with excellent administration skills to join our Richards Bay life office as a branch administration senior clerk. You will be responsible for delivery of excellent customer service to our policy holders and to ensure that client requests are is processed efficiently, effectively and accurately within the allotted time.
- 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.
- General reception duties to welcome clients
- Receive and assist walk-in clients with enquiries 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 processes and or delays and system problems to waiting clients
- Handling of 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
- Grade 12
- 2-3 years’ relevant office administration experience will be a definite advantage
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Description
- We are searching for an individual to join the Alternative Distribution Team as an Area Manager: Broker Service Gauteng South.
- 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.
Key Performance Areas:
Using appropriate methods and a flexible interpersonal style to help build a cohesive team: facilitating the completion of team goals in building a successful team.
- Develop direction by ensuring that the purpose and importance of the team are clarified (e.g. the team has a clear charter or mission statement); guides the setting of specific and measurable team goals and objectives.
- Develop structure to clarify roles and responsibilities of broker consultants; help ensure that necessary steering, review or support functions are in place.
- Make procedural or process suggestions for achieving team goals or performing team functions; provides necessary resources or helps to remove obstacles to team accomplishments. Facilitates goal accomplishment.
- Listen and fully involve broker consultants in team decisions and actions; values and uses individual differences and talents.
- Share important or relevant information with the team such as new products that AVBOB will introduce.
- Adhere to the team’s expectations and guidelines; fulfils team responsibilities; demonstrate personal commitment to the team
Obtaining information and identifying key issues and relationships relevant to achieving the team’s goals; committing to a course of action to accomplish goals after developing alternatives.
- Identify and fill gaps in information required to understand problems and opportunities.
- Generate alternatives by creating relevant options in addressing problems, opportunities and achieving the desired outcomes.
- Formulate clear decision criteria by considering implications and consequences choose an effective solution.
- Commit decisions to action and implementation.
- Include others in the decision-making process as warrant to obtain good information.
- Make the most appropriate decisions and ensure buy-in and understanding of the resulting decision.
- Using appropriate interpersonal styles and techniques to gain acceptance of ideas or plans; modifying one’s own behaviour to accommodate tasks, situations and individuals involved.
- Describe expectations, goals, requests or future goals in a way that provides clarity and excites interest.
- Seek, give and summarize information; ensure that the situation/issue at hand is understood.
- Present own ideas; seek and develop suggestions of others; make procedural suggestions.
- Use appropriate influence strategies (such as demonstrating benefits or giving rewards) to gain genuine agreement; persist by using different approaches as needed to gain commitment.
- Establish good interpersonal relationships by helping people feel valued, appreciated and involved in discussions (enhances self-esteem, empathizes, involves, discloses, supports).
Building partnerships, identifies opportunities and taking action to build strategic relationships between one’s area of responsibility and others.
- Analyse the organisation and own area to identify key relationships that should be initiated or improved to further the attainment of own and organisational goals.
- Formulate action plans through collaboration to determine courses of action to realize goals. This would for instance involve the implementation of new products.
- Monitor and evaluate the partnerships and attainment of set goals to market new products.
Focusing and guiding others in accomplishing work objectives.
- Collaboratively works with Broker Consultants to set meaningful performance objectives; sets specific performance goals and identifies measures for evaluating goal achievement.
- Collaboratively work with Broker Consultants to identify the behaviours, knowledge and skills required to achieve goals; identifies specific behaviours, knowledge and skill areas for focus and evaluation.
- Ensure that opportunities for development are available; offer to help individuals overcome obstacles to learning.
- Collaboratively with training department identify observation or coaching opportunities, training, workshops, seminars etc. that will help the individual achieve important goals. Self-development plays a major part in the development of members.
- Use techniques to track performance against goals and to track the acquisition and use of appropriate behaviours, knowledge and skills.
- Hold regular formal discussions with each Broker Consultant to discuss progress toward goals and review performance; evaluate each goal, behaviour, and knowledge and skill area.
Formal presentation: Presenting AVBOB products to individuals or groups, deliver presentations that suits the characteristics and needs of the clients.
- Define clear goals that clearly reflect the needs of the audience.
- Maintain audience attention.
- Present main ideas that support the objective of the presentation. Present facts and details describing the products available in a logical sequence.
- Use non-verbal communication.
- Use audio and visual aids to enhance the audience’s understanding of products.
- Listens and responds to questions and objectives.
- Summarises the presentation.
Planning and organising by establishing courses of action to ensure that work is completed efficiently.
- Identify more critical and less critical activities and adjust to sell products.
- Allocate appropriate amounts of time to appointments.
- Dedicate required time and energy to assignments or tasks to ensure that no aspect of the work is neglected; works to overcome obstacles to completing tasks or assignments.
- Establish criteria and/or work procedures to achieve a high level of quality, productivity and service.
Setting up ongoing procedures to collect and review information needed to manage an area office or ongoing activities within it.
- Determine which processes or areas need to be monitored; identify what information need to be obtained.
- Develop and maintain monitoring systems to monitor activities or outputs. Develop a system that is easy to use and that provide timely and pertinent information.
- Effectively put in place monitoring systems with minimal interruption for other organisational processes.
- Collect and review data on a regular basis to determine progress, anticipate needs and make necessary adjustments to personnel or processes.
- Identifying opportunities and taking action to build strategic relationships between one’s area and other areas, teams, departments, unit, or organisations to help achieve business goals.
- Analyse the organisation and own area to identify key relationships that should be initiated or improved to further the attainment of own area’s goals.
- Exchange information with potential partner areas to clarify partnership benefits and potential problems; collaboratively determines the scope and expectations of the partnership so that both areas’ needs can be met.
- Collaboratively determines courses of action to realize mutual goals; facilitates agreement on each partner’s responsibilities and needed support. Formulates action plans.
- Places higher priority on organisation’s goals than on own area’s goals; anticipates effects of own area’s actions and decisions on partners; influences others to support partnership objectives.
- Implements effective means for monitoring and evaluating the partnership process and the attainment of mutual goals.
- General: Administration.
- Manage the targets of district managers to sell new products.
- Manage the selection and recruitment of suitable personnel in co-operation with the recruitment department and the Manager: Marketing Administration.
- Ensure training is provided on functional, administrative, management- and marketing skills are provided in co-operation with Manager: Training. Functional training should be completed within six months.
- Arrange for counselling and disciplinary procedures as required in accordance to company policy.
- Management responsibilities.
- Anticipate research and report on future changes regarding life insurance management strategy and ensure such knowledge is factored into the planning of the department’s own strategy, resources and procedures and the awareness of corporate direction, mission, aims and activities.
- Plan and recommend the implementation of a life insurance strategy and activities consistent with overall aims and requirements of the organisation and according to an agreed development strategy.
- Manage direct subordinates as indicated below and ensure that their subordinates are managed along the following guidelines:
- Interview and selection of staff and motivating for the appointment of new personnel to ensure that appointments are made along the requirements of positions and to ensure that sufficient members are employed at all times.
- Prepare job descriptions and other related material for new positions and compile and maintain job descriptions of subordinates to ensure that members are informed about their responsibilities at the required level.
- Identify training needs of new and existing personnel to ensure that members are able to perform their duties at the required level.
- Evaluate the performance level of sub-ordinates to determine the quality of work and performance levels and make recommendations regarding their career development/progression.
- Apply prescribed rules and discipline with the department to ensure that the work is done at an acceptable level.
- Develop, manage and motivate subordinates by providing of quality guidance, supervision and on the job training.
- Identify, develop and implement skills development and training opportunities.
- Manage the leave of broker consultants in such a manner that sufficient numbers of members are always available to attend to the requirements of other staff members.
- Liaise with other departments in the organisation in order to establish and maintain an effective and relevant investment approach in relation to the organisation’s operating functions.
- Communicate, liaise and negotiate externally using appropriate methods to facilitate the development of sustainable relationships.
- Use personal judgement and initiative to develop effective and constructive solutions to challenges and obstacles in relation to investments and fixed property administration.
- Monitor, record, analyse and report on activities, trends, results and recommendations relating to area of responsibility. Attend meetings and contribute to company strategy and policy-making as required.
- Maintain personal ability in and appropriate use of all relevant ICT (Information and Communications Technology) and other systems within area of responsibility.
- Develop personal skills and capability through on-going training interventions and develop relevant knowledge, techniques and skills provided by AVBOB or external service providers.
- Maintain administration and relevant reporting and planning systems and prepare and submit relevant administration in a timely and accurate manner.
- Investigate, plan and implement strategically effective and relevant life insurance management methods which meet optimally the needs of the organisation and its customers.
- Financial Management and Budgeting.
- Manage the budget which is a detailed statement of estimated income and expenses and a historical record of the department’s activities during a given period.
- Use the budget to accomplish the following:
- It can assist to redefine goals based on realistic resources.
- It can compel members of the department to use funds efficiently.
- It can provide accurate information to adjust, analyse and evaluate programs and activities.
- It can provide a historical reference to be used for future planning.
- It can be an aid in decision making.
- Develop a budget along the following lines.
- Start preparations in time prior to the close of the current year.
- Prepare an outline of the department’s planned activities for the upcoming year.
- Determine available funds such as carry over balance from previous years, cash on hand and funds in the bank.
- Do careful studies of funding sources, costs, estimated and probable fundraisers.
- Estimate expected income and when it is expected to be available.
- Define required expenses for advertising, printing, supplies etc.
- Obtain price quotations on certain expenditures and delegate certain responsibilities to members.
- Rank the order of expenditures by their importance and consider which activities are the wisest expenditures of funds.
- Eliminate less essential expenditures or limit expenditures.
- Revise, review, coordinate, cross-reference and assemble into a final budget that is flexible to anticipate conditions which might have been overlooked during the planning process.
- Once approved, adopted and prepared it should be closely managed and general policies and procedures are required to achieve objectives.
- Keep an accurate log of financial transactions (income and expenses) and check and balance records periodically;
- Control costs by only allowing approved expenditures.
- Assess budget at any given point of time during the budgeted period.
- After the budget period has lapsed, determine the outcome of each expense and revenue.
- Judge and review actual cost in order to establish.
- Judge and review actual cost in order to establish priorities for the next budget period.
Identify opportunities and take action to build strategic relationships between one’s area and other areas, to help achieve business goals.
- Analyse the organisation and own area to identify key relationships that should be initiated or improved to further the attainment of own area’s goals.
- Exchange information with potential partner areas to clarify partnership benefits and potential problems; collaboratively determines the scope and expectations of the partnership so that both areas’ needs can be met.
- Collaboratively determine courses of action to realize mutual goals; facilitates agreement on each partner’s responsibilities and needed support. Formulates action plans.
- Places higher priority on organisation’s goals than on own area’s goals: anticipates effects of own area’s actions and decisions on partners: influences other’s to support partnership objectives.
- Implements effective means for monitoring and evaluating the partnership process and the attainment of mutual goals.
Requirements
Minimum Qualifications
- Grade 12 and life insurance related training programmes on NQF 5 level.
- Comply with FAIS legislation for registration as Fit and Proper individuals
- 140 Credits at NQF Level 4
- Be in possession of a tertiary qualification in marketing or sales
- RE 1 and RE 5
- Proficient in MS Office Suite (MS Word, MS Excel, MS PowerPoint).
Knowledge and Experience
- Up to 5 years’ experience including 2 years relevant supervisory experience.
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Description
- We are looking for a professional and detail oriented Lease Accountant who demonstrates integrity, accuracy and strong analytical capability. The successful candidate will be responsible for managing the Group’s lease accounting function, ensuring compliance with applicable accounting standards, company policies, and legislative requirements.
- The incumbent will be expected to effectively manage and control the Group’s leased properties and the related accounting function through the development, design and implementation of organizational systems, controls and measures with the objective of ensuring the efficient management and accounting of the Group’s rental property portfolio.
- You will also be expected to maintain the integrity of the financial accounting function, following sound accounting practices, company policy, business plans, programs, strategies and legislative requirements under the guidance of the Manager Finance: Business Support.
- Must have a firm grasp of accounting and financial practices and regulations and possess strong computer, verbal and written communication skills especially those that relate to leases of property.
- 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 package which includes pension fund contributions and a medical aid allowance. 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.
- To monitor and maintain the financial reporting systems related to leases and report on all financial activities and on variances between budgets.
- To monitor and maintain financial administration systems related to leases and implement internal controls through the implementation of policies and procedures.
- To establish and maintain the lease budgeting system and assist in the preparation of monthly management accounts related to leases
- To prepare the lease disclosure in the annual financial statements and the assist with the related audit and quarterly reviews.
- Ensure that market-related rent is negotiated on rental premises, protect the Group’s interest and maintain cost-effective lease agreements
- Ensure that the controls over leases are sufficient and effective
- Accurate and timely recording of property lease transactions and balances
- Monthly reconciliations are done correctly with no outstanding reconciling data
- Ensure correct and effective administration of the Group's rental properties, including lease negotiations and monthly payment administration
- Annual review and calculations of own properties’ market values
- Take an active leading role in the development of related systems and processes that enhance the department’s ability to report and access timely and accurate management and financial information.
- Accurately maintain the Group’s IFRS 16 lease system to ensure the accurate recording of leases in the annual financial statements.
- Weekly follow up on unapproved invoices and payments with all relevant departments
- Assist to manage any other ad-hoc financial accounting functions.
- Maintain and validate that at least 70% of the Group's lease-portfolio B-BBEE certificates are valid at a given point in time
- Continuously provide feedback and coaching to ensure that the staff member/s perform at optimum productivity level.
- Lead and manage the subordinates in the achievement of set objectives and targets
Requirements
- Degree in Finance
- Minimum 5 years relevant experience of which at least 2 years must be supervisory experience.
- Property administration experience.
- Leadership skills.
- Time management skills.
- Knowledge and understanding of latest accounting legislation.
- Advanced level of accounting principles, processes and procedures.
- Advanced level of budgeting and cost control.
- Advanced level of administration skills.
- Advanced level of negotiating skills.
Method of Application
Use the link(s) below to apply on company website.
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