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Office Manager (Insurance)

Location not available
R25000 - R30000

Office Manager (Insurance)

Location: Eastern Cape, South Africa

Salary: R25 000 – R30 000p.m


Our client in the Insurance industry is looking for an Office Manager to manage and oversee branch administration and support to sales.


Key responsibilities


  • Travelling will be required to the various offices (Mthatha, Queenstown, Lusikisiki, King Williams Town)
  1. Manage all client liaison and sales support in the branch offices
  • Manage the service delivery to external and internal clients (TCF)
  • 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)
  • Assist sales to ensure that sales targets are achieved
  • Management, adherence and control of client survey (TCF)
  • Management of business retention


  1. Manage new business policy administration
  • Oversee efficiency & accuracy of data capturing (TCF)
  • Oversee compliance of quality assurance on all new business processes (TCF)
  • Oversee Tick off procedures and policies (TCF)


  1. Manage claims administration
  • Review claims to ensure that personnel have processed it promptly, and made notes on the system (TCF)
  • Maintain that claims procedures are adhered to (TCF)
  • Follow procedures on storage of claims documentation (TCF)


  1. Management of budgetary control
  • Compile budget
  • Manage branch office expenses within budgetary constraints
  • Plan and develop methods and procedures to lower operational expenses
  • Manage the purchasing, inventory stocks and supplies


  1. Report on Branch Office Operations
  • Submit report on monthly administration activity on daily functioning of the offices, challenges
  • Provide weekly stats to Sales on outstanding correspondence on new business
  • Oversee the submission of claims registers


  1. Management of logistics
  • Ensure branch offices adheres to the corporate identity
  • Ensure offices are well maintained
  • Liaise with facilities department for any maintenance related issues



  1. 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
  • Coach staff on relevant business rules, policies, procedures (Assupol, CNS, Kestrel and PL)


  1. Comply with FAIS requirements
  • Supervise employee representative when rendering services under supervision
  • Submit supervision evidence to HR on a monthly basis
  • Mentor and train supervisee to ensure that they have a proper understanding of products
  • Observe meetings between employee and clients


  1. Management of staff
  • Audit and control of attendance registers
  • Manage staff leave
  • Monitor and review staff performance monthly and bi-yearly(TCF)
  • Manage branch operations effectively
  • Responsible for training, development and on-going coaching of staff
  • Comply with disciplinary and grievance procedures
  • Management of updating IT programs


  1. Management of the integration process
  • Compliance of cross integration of policies and procedures amongst branch office staff (Assupol, CNS, PL, Kestrel)




  • Degree: Business Management
  • RE 5 (Representatives)
  • RE 1 (Key Individuals) (Advantage)
  • Recognised qualification as per the FSB list of recognised qualifications
  • 4 Years’ Experience in the Insurance Industry;
  • 3 years in Management
  • Experience in Category A, B, C and Retail Benefits
  • Legislation - FAIS, FICA, FSB, NCA, LTIA, PPR
  • Life Insurance Industry - Category 1 (A,B,C)
  • Assupol Statute
  • HR Legislation - Code of Conduct; BCEA, LRA, Disciplinary Codes, EE


Send your CV and latest pay slip to

AtripleA Recruitment and Temps


Posted 2018-05-30

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