Area Distribution Manager Assistant

4 days ago

Cape Town, Western Cape, South Africa Origin Financial Group Full time
Job Description

Origin Financial Group is seeking a highly organized and detail-oriented Area Distribution Manager Assistant to join our team. As a key member of our operations team, you will play a critical role in ensuring the smooth administration of our short-term insurance operations.

Key Responsibilities
  • Handle incoming and outgoing emails, meeting requests, claims, and other communication as requested.
  • Obtain details of queries, resolve queries with the assistance of required departments, and ensure resolution within SLA levels.
  • Liaise and manage internal and external correspondence within Origin Group's various departments, clients, and insurers.
  • Provide ad-hoc and day-to-day 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.
  • Schedule appointments for the Executives/Advisors with clients and other stakeholders when required.
  • Edit and update reports and documents (Google Sheets/Docs/Excel/Microsoft, but not limited to these).
  • Prepare review documentation for new and existing clients while 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).
  • Respond to clients as required.
  • Send emails to the necessary department within the Group.
  • Follow up on emails and respond to clients/finalize tasks.
  • Provide Executives/Advisors with 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.
  • Keep various departments advised of details such as possibility of new claims, amendments to clients' details on our database, and ensuring these are captured on the clients' policy as well as WP being updated.
Requirements
  • Minimum 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 organizational and time management abilities.
Benefits
  • Competitive remuneration packages with company benefits.
  • A fast-paced work environment.
  • Employee recognition initiatives.

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