Area Distribution Manager istant Non life Short term Insurance
Area Distribution Manager istant Non life Short term Insurance
Posted on :
07-09-2024
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Jobs by Experience
4-5years
Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
07-09-2024
Job Description
Company Description:
A leading Independent Financial Advisor (IFA) in the South African market is known for offering customised solutions and advice tailored to the financial life cycle of each client. Origin Group has a strong presence with a national footprint working with partners and service providers within the financial services industry to provide clarity and order to clients financial affairs.
Role Description:
The Area Distribution Manager Assistant role is to ensure that all work related to administration is done efficiently and meticulously in accordance with company guidelines.
The Area Distribution Manager Assistant will take instruction from the Nonlife Executives and Advisors as well as clients.
The main objective is to assist with all matters relating to the secretarial and administrative tasks which will allow the Advisors and Risk Executive to focus on new business opportunities.
Responsibilities:
- Handle telephone calls both incoming and outgoing emails meeting requests claims and other communication as requested.
- Obtaining details of query resolving query with the assistance of the required departments and within the SLA levels.
- Liaising and managing internal and external correspondence within Origin groups various departments clients and insurers.
- Provide AdHoc and daytoday administrative support as directed by the ADM.
- Follow up on queries and outstanding matters and provide feedback to the Executives and Advisors within the ADM.
- Scheduling appointments for the Executives/Advisors with clients and other stakeholders when required.
- Editing/updating reports and documents (Google Sheets/ Docs / Excel Microsoft but not limited to these)
- Preparation of review documentation for new and existing clients whilst scheduling appropriate meetings (ensuring quotations are checked)
- Follow up and supply feedback on the progress with regards to any outstanding queries.
- Review and respond to emails when Executives / Advisors are out of office within 24 hours (Limited to Business related emails).
- Responding to client if required.
- Sending the email to the necessary department within the Group.
- Following up on the email and responding to client /finalising task.
- Providing the Executives / Advisors a summary report on their return to office.
- Refer doubtful situations to ADM Leader and relevant Advisors especially with High Value clients as per ORIGIN segmentation model.
- Keeping the various departments advised of details such as possibility of new claims amendments to clients details on our database. Making sure these are captured on the clients policy as well as WP being updated.
Tasks:
- Create and manage tasks within SLA
- Make and keep notes up to date within tasks
- Transferring Tasks when required to do so
- Ensure tasks are completed as per due date
- Ensure TCF and subscribe to the General code of conduct as per FSCA requirements.
- Contribute towards ORIGIN LEAD REFERRAL system
- Attend to all ad hoc requests
Personal competencies:
- Must be extremely detail oriented and can work under pressure.
- Highly organised whilst maintaining high standards of professionalism always.
- Communicate appropriately and handle stress in a way that does not negatively impact on the ADM customers and other stakeholders.
- Have a working understanding of ShortTerm Insurance both Personal and Business.
- Must be able to take ownership and accountability for tasks and activities
Requirements
Minimum Experience Level
- Minimal of 4 years Industry specific experience.
- Established client base.
Essential Qualifications
- Matric / Grade 12 / National Senior Certificate
- RE 1 and RE 5
- Meet all criteria as prescribed by FSCA for being fit and proper
- FAIS Compliant
Skills
- Proficient in Google Office Suite and/or MS Office
- Experience and ability to operate the WorkPool system is advantageous.
- Strong verbal and written communication skills.
- Excellent organisational and time management abilities.
Benefits
The Position Offers:
- Competitive remuneration packages with company benefits
- A fastpaced work environment
- Employee recognition initiatives
Qualifications and experience: Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA). Regulatory examination successfully completed and registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. Excellent knowledge of financial planning principles and investment strategies. CFP or Post diploma in Financial Planning advantageous. Strong communication and interpersonal skills to collaborate effectively with clients. Passionate about providing the best financial services and advice to clients. Ability to maintain and develop relationships with clients and communicate complex financial advice. Minimum of 3-5 years DOFA and supervision completion.
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
