Jobs Officer at Fosad Consulting

Job Purpose.

• Responsible for coordinating the agency office functions with regard to data entry, customer services, collecting, tracking & documentation of all insurance requests and other administrative works related to the smooth functioning of the office.

Core Responsibilities
Coordination:

• Coordinate with each agency on all service-related matters.
• Be a liaison officer between the agency office and Team Lead – Alternative Distributions.
• Processes and reviews insurance documentation and ensures that documents are complete.
• Pre and Post Loss Inspection Surveys.

Asset Maintenance:

• Monitor due dates and supervise the process of servicing company assets.
• Maintain company assets in good condition and properly tagged and keep assets register updated.
• Manage activities of vendors and service providers.
• Manage fuel consumption and maintain appropriate records.
• Manage fuel cash advance.
• Handle all briefs from different teams and channels to the right source for implementation.

Office Maintenance:

• Supervise activities of cleaners and maintain an office in neat conditions at all times.
• Supervise drivers, punctuality and neatness.
• Direct visitors to the appropriate person and office
• Answer, screen and forward incoming phone calls
• Receive, sort and distribute daily mail/deliveries.
• Maintain the supply of stationery.
• Maintain office HSE materials in place and well-service.

Record Maintenance/Data Management:

• Keep and track production reports, activation reports, and agent performance trackers.
• Reconciliation of receipting and commission data
• Maintains Agents' Files and ensures that their credentials are up to date.

Other Admin Tasks:

• Tender petty cash requests and reconcile positions with the head office.
• Administer all petty cash at the branch and maintain appropriate records.
• Maintain office supply of inventory.
• Assist with resolving problems relating to the office.
• Assist with administrative-related problems.

Requirements

• Candidates should possess HND / B.Sc Degrees

Relevant Experience:

• A minimum of one (1) year experience in an insurance company.
• Working experience as a data management/ coordinating.

Technical Competence:

• Intermediate knowledge of Microsoft Office Outlook, Word and Excel.

Behavioural Competencies:

• Written Communication.
• Verbal Communication.
• Ability to take Initiative.
• Planning and organizing.
• Problem-Solving.
• Customer Focus.

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Job Objective

• Upskill and motivate Advisors towards effectively implementing sales strategies for retail insurance sales. Passionately represent the company and ethically coach Advisors and play an active role in growing the Sales Force Advisors. He/She would be the main communication link between the organization and the Sales Force Advisors.

Key Responsibilities

• Analyse and interpret financial statements and sales data.
• Achieve growth and hit sales targets by successfully managing the sales team whilst meeting other key performance indicators set out per year.
• Identify and source new Advisors/Team Managers by having the initial contact with prospects and maintaining the pipeline.
• Supervise (includes coaching and mentoring), train, motivate and develop Alpha Sales Force Advisors/Team Managers.
• Formulate sales strategies for life and health insurance products and achieve set sales targets.
• Recruitment and management of Alpha Sales Force Advisors.
• Review Assistant Agency Managers sales reports to establish trends and identify areas of improvement.
• Identify viable sales strategies to be implemented by Advisors.
• Manage and maintain weekly, monthly and all required sales reports.
• Identify trends in Retail business and proactively advise Group Head on potential actions to take.
• Identify and escalate actual and/or potential operational and administrative issues to the Group Head.
• Assist in identifying required resources and personnel to achieve the revenue budget of the Group.
• Presentation of the SBU performance at the Monthly Divisional MPR, QBR & Budget meetings.
• Seek approval for accepting/processing transactions when required.
• Negotiate rates with underwriters when required.
• Conduct performance appraisals for Assistant Agency Managers.
• Any other assignments given by the Area Sales Manager or the Head, Entrepreneurial Sales Group.

Qualification / Experience

• Candidates should possess a Bachelor's Degree qualification
• Minimum of 4 years’ experience in Financial Services of which 2 years’ should be in Insurance Sales