Supervisor: Branch Administration

To supervise branch administration and operations

1. Supervise all client liaison and sales support in the branch offices
- Supervise the service delivery to internal & external clients (TCF)
- Manage the client service of walk in and telephonic enquiries
- Handle and report complaints effectively (TCF)
- Manage compliance and effectiveness of client service levels (TCF)
- Monitor the quality of all client services administration towards sales (TCF)
- Adherence and control of client survey (TCF)
- Ensure correctness of documentation
- Maintain and monitor client service registers

2. Supervise new business policy administration
- Oversee and manage the efficiency & accuracy of data capturing for the group (TCF)
- Oversee compliance of quality assurance on all new business processes (TCF)
- Oversee Tick off procedures and policies (TCF)
- Maintain and monitor new business and returns registers
- Assist Office and Sales Managers to ensure that sales targets are achieved
- Ensure minimum data capturing targets are met

3. Supervise claims administration
- Review claims to ensure that personnel have processed it accurately, promptly, and made notes AIMS (TCF)
- Maintain that claims procedures are adhered to (TCF)
- Follow procedures on record keeping and storage of claims documentation (TCF)
- Maintain and monitor claims registers
- Monitor efficiencies on decentralization claims procedures

4. Assist Office Manager with budgetary control
- Assist with managing of branch office expenses within budgetary constraints
- Plan and develop methods and procedures to lower operational expenses
- Assist with the purchasing, inventory stocks and supplies

5. Information Reconciliation & Reporting on Branch Office Operations
- Compile and submit weekly client service administration activity reports
- Compile weekly report on new business - received, finalized, returned and outstanding’s
- Reporting to manager on claims progress and activities
- Provide weekly stats to Sales on outstanding correspondence and returned new business
- Report on challenges and solutions to manager
- Assist and manage with the stationery, inventory & supplies records
- Maintain up to date Supervision records

6. Management of logistics
- Ensure branch offices adheres to the corporate identity (dress code, branding, etc)
- Ensure offices are well maintained
- Liaise with facilities department for any maintenance related issues
- Assist Office manager in updating the offices asset registers and complying with the Facilities policies and requirements

7. Responsible for compliance and TCF
- Adhere to company policies and procedures, code of conduct in accordance with FSB and regulatory requirements
- Coach staff on relevant legislation and industry principles
- Assist with the staff accreditations compliance
- Coach staff on relevant business rules, policies, procedures (Assupol, CNS, Kestrel)
- Keep compliance records up to date

8. Comply with FAIS requirements
- Supervise employee representative when rendering services under supervision
- Submit supervision evidence to HR/ TD on a monthly basis
- Mentor and train staff to ensure that they have a proper understanding of products and procedures
- Observe interactions between employee and clients

9. Supervision of staff
- Assist with the audit and control of attendance registers, client survey, pulse reports, activities, staff leave and any other requirement
- Monitor and review staff performance monthly and bi-yearly(TCF)
- Assist with the management of branch operations effectively and liaise with the relevant departments
- Assist with the training, development and on-going coaching of staff
- Comply with disciplinary and grievance procedures
- General supervision of branches including branch visits to ensure that the branches’ administration runs effectively and effeciently.

10. Supervision of the integration process
- Compliance of cross integration of policies and procedures amongst branch office staff (Assupol, CNS, PL, Kestrel)

11. General
- Management of updating IT programs
- Conduct regular meetings with staff at various branches & provide minutes thereof
- Monitor business retention
- Safe keeping of company property and records
- Keeping the store room neat and tidy
- Visiting designated branch offices regularly

FORMAL EDUCATION
- Degree/Diploma in Management
?TECHNICAL/LEGAL CERTIFICATION
- FAIS Compliant
- RE 5
- 60 or 120 credits on NQF Level 5 Wealth Management (Depending on the date of appointment in the industry)

?EXPERIENCE
- 3 years’ experience in the Insurance Industry
- 1 years’ experience in Supervisory Role