Branch Coordinator - Half Way Tree

Summary

Provide efficient administrative support to the Branch Manager and Financial Advisors and assist with the general management of the day-to-day activities of the branch, including direct supervision of the Administrative Team.

Responsibilities

• • Coordinate the daily activities of the Branch including general office maintenance.
• • Provide administrative support to the Branch Manager.
• • Advise Branch Manager of any major or unusual developments within the Branch.
• • Coordinate the arrangements of Branch meetings and functions.
• • Prepare memorandum, letters, minutes of meetings and general correspondences
• • Provide oversight for all stock inventory.
• • Prepare and submit administrative reports to the New Business Administration Supervisor.
• • Provide guidance and leadership to the administrative staff including the management of their performance in accordance with the stipulated guidelines.
• • Screen and monitor the application process and the settlement of Coupon applications.
• • Process the recruitment, selection and termination documents for pre-contracted and terminated Financial Advisors and liaise with Group Human Resources, as is necessary, for the requisite movements.
• • Monitor the policy contract and policy delivery receipt processes.
• • Manage the preparation and monitoring of the department’s administrative expense budgets.
• • Perform any other job-related duties assigned.

Required Skills

• • Sound knowledge of the Company’s products and services.
• • Strong knowledge of life insurance principles.
• • Strong supervisory and people engagement skills.
• • Sound knowledge of computer software packages including spreadsheet and word processing applications.
• • Excellent human relations and time management skills.
• • Ability to communicate effectively both orally and in writing.

Qualifications

• • A Bachelor’s Degree in Business Administration, Management or an equivalent qualification from a recognized tertiary institution.
• • Successful completion of LOMA parts 1 and 2.
• • Minimum of three (3) years’ work experience in a life insurance company and at least two (2) years’ experience at the supervisory level.

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