Job Summary
The core purpose of this role is to ensure reliable operations- and administrative support functions for the Sales Consultants and Portfolio Managers so that they may prioritise the achievement of sales targets. This role is therefore responsible for the management and control of all internal operations and administrative related functions within the Sales Division.
The Manager designs efficient workflow structures, incorporating internal standard operating procedures (SOPs), sound risk management practices, internal standards of quality and service excellence, as well as agreed turn-around times, and accordingly assigns duties to sales operational/ administrative support personnel.
Minimum Requirements:
- Grade 12
- NQF 4 or higher certificate in Short-Term Insurance
- RE 5 (Representative Exam)
- Must provide evidence of FAIS Fit & Proper status (DOFA)
- Related BCOM degree – highly advantageous
- Further training or qualification in Management or Leadership – highly advantageous
- Sound/ Specialist Product knowledge and application in respect to Personal and Commercial Lines classes of business
- Minimum of 10 years of relevant work experience within the Short-Term Insurance Sales sphere
- At least 5 years of related experience in a Managerial/ supervisory capacity, with a specific focus on operations management and employee management.
- Experience dealing with Brokers, including brokers with Binder/Outsource Agreements
- Knowledge and understanding of current market trends within the industry, external factors that could impact the business, as well as a sound understanding of competitor product offerings
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