Liaison Officer-senior Citizens
2 weeks ago
Key Performance Areas:
Planning and organising of events at various senior citizen venues
- Identify objectives of the event and determine the requirements that must be met to accomplish the objectives set
- Prepare a schedule of monthly events and meetings with pensioners and management at the different institutions (Retirement villages/homes, nursing homes, hospitals, associations and others organisations).
- Manages relationships with all key-note stakeholders maintaining AVBOB’S high standards
- Ensure that events are rolled out within the approved budget allocations
- Provide consolidated feedback to the management of the institution regarding attendance, services provided, etc.
Marketing of AVBOB
- Present AVBOB’s services and products to senior citizens and other potential customers / clients
- Provide professional advice (according to FAIS requirements) to these potential clients
- Follow-up on leads provided for funerals and other services
- Do mass presentations to stakeholders
Collaboration and networking with peers, colleagues, funeral agents and stakeholders
- Develop and foster strong business relationships with the community, retirement institutions, nursing homes, ambulance services, hospitals, churches, associations, social clubs (Senior Citizens) and stakeholders of other entities assigned
- Continuously create and form new relationships with relevant stakeholders
- Liaise with all parties concerned (Area Manager, Funeral Agent, Snr Liaison Officer, management of the institution concerned, etc.
- Pro-actively solve possible complaints and conflicts and address issues that may occur by investigating issues and provide feedback timeously to stakeholders
- Liaise with the Funeral agent and Senior Liaison Officer to provide information and support business
- Build sound relationships with funeral agent through meetings, provide leads and support their business
- Maintain contact with institutions on a monthly basis to determine current client base at the facilities
- Market AVBOB products by visiting the facilities to increase our market share
Administration of new business, policy service
- Submit monthly event plans to the Area Manager: Funeral Service and the Senior Liaison Officer
- Collect, analyse and utilise data and feedback to identify opportunities to improve relationships between all stakeholders and new business
- Prepare and submit monthly reports on the events executed, clients served, etc.
- Compile incident reports, regarding important issues during events
- Compile handouts - Life file with all the necessary information and documentation to hand out at the events
- Obtain the value of a policy and provide feedback (in-person) to the clients
- Adjust policies as required by the client
- Follow-up on outstanding issues
- Collection of premiums at the institutions
- Reconciliation of expenditure and premiums collected
- Follow-up on the issuing of new policies, etc.
Minimum Qualifications
- Grade 12
- Relevant marketing qualification
Knowledge and Experience
3 Years’ experience of opening sources
- Knowledge of the funeral and/ or insurance industry or Old age facilities
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