Branch Administration Associate - Insurance and Pension Revenue

Summary

Provide efficient administrative support to the Digital Revenue Channel Manager and Financial Advisors and assist the Unit Administration Supervisor in guiding the administrative team in the achievement of the Branch’s goals and objectives.

Responsibilities

• Administer the daily activities of the branch including general office maintenance:

  • • Provide administrative support to the Branch Coordinator.
  • • Prepare memorandums, letters, minutes of meetings and general correspondences.
  • • Assist with the arrangements of branch meetings/ functions.
  • • Monitor and control all stock items in consultation with the Branch Administration Supervisor.
  • • Prepare and submit administrative reports to the Branch Coordinator.
• • Provide supervision to the HEART Trainee in collaboration with the Branch Coordinator.
• • Maintain personnel files for administrative team members.
• • Assist with the training of administrative team members.
• • Screen and monitor the application process flow and settlement of coupon applications.
• • Assist with the processing of the recruitment and termination documents for pre-contracted and terminated Financial Advisors.
• • Assist with the preparation and submission of selection interview and recruiting files for new recruits.
• • Advise Group Human Resources of all terminations.
• • Set medical appointments for contracted advisors.
• • Monitor the policy contracts and the policy delivery receipt process.
• • Assist with the preparation and monitoring of the department's administrative expense budget.
• • Perform any other job-related duties assigned from time to time.

Required Skills

• • Sound knowledge of the company’s products and services.
• • Strong knowledge of life insurance principles.
• • Working knowledge of computer software packages including Microsoft Office suite.
• • Excellent human relations and time management skills.
• • Ability to communicate effectively.

Qualifications

• • Minimum of an Associate’s Degree in Business Administration, Management Studies, or equivalent qualification in a relevant discipline from a recognized institution.
• • Successful completion of LOMA Parts 1 and 2 designations.
• • At least three (3) years’ working experience in a life insurance company.

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