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Supervisor Branch Operations

Job in Pretoria, 0002, South Africa
Listing for: AtripleA recruitment & temps
Full Time position
Listed on 2026-03-03
Job specializations:
  • Management
    Operations Manager, Business Management
Job Description & How to Apply Below

Our client in the insurance industry is looking for a Supervisor to supervise branch administration and operations.

Key Responsibilities
  • Supervise all client liaison and sales support in the branch offices
    • Supervise service delivery to internal & external clients (TCF)
    • Manage client service of walk‑in and telephonic enquiries
    • Handle and report complaints effectively (TCF)
    • Manage compliance and effectiveness of client service levels (TCF)
    • Monitor quality of all client services administration towards sales (TCF)
    • Adherence and control of client survey (TCF)
    • Ensure correctness of documentation
    • Maintain and monitor client service registers
  • Supervise new business policy administration
    • Oversee and manage efficiency & accuracy of data capturing for the group (TCF)
    • Oversee compliance of quality assurance on all new business processes (TCF)
    • Oversee Tick off procedures and policies (TCF)
    • Maintain and monitor new business and returns registers
    • Assist Office and Sales Managers to ensure sales targets achieved
    • Ensure minimum data capturing targets met
  • Supervise claims administration
    • Review claims to ensure personnel processed accurately, promptly, and noted AIMS (TCF)
    • Maintain that claims procedures are adhered to (TCF)
    • Follow procedures on record keeping and storage of claims documentation (TCF)
    • Maintain and monitor claims registers
    • Monitor efficiencies on decentralization claims procedures
  • Assist Office Manager with budgetary control
    • Assist with managing branch office expenses within budgetary constraints
    • Plan and develop methods and procedures to lower operational expenses
    • Assist with purchasing, inventory stocks and supplies
  • Information Reconciliation & Reporting on Branch Office Operations
    • Compile and submit weekly client service administration activity reports
    • Compile weekly report on new business – received, finalized, returned and outstanding’s
    • Reporting to manager on claims progress and activities
    • Provide weekly stats to Sales on outstanding correspondence and returned new business
    • Report on challenges and solutions to manager
    • Assist and manage stationery, inventory & supplies records
    • Maintain up-to-date supervision records
  • Management of logistics
    • Ensure branch offices adhere to corporate identity (dress code, branding, etc.)
    • Ensure offices are well maintained
    • Liaise with facilities department for maintenance related issues
    • Assist Office manager in updating office asset registers and complying with Facilities policies and requirements
  • 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
    • Assist with staff accreditations compliance
    • Coach staff on relevant business rules, policies, procedures
    • Keep compliance records up to date
  • Comply with FAIS requirements
    • Supervise employee representative when rendering services under supervision
    • Submit supervision evidence to HR/TD monthly
    • Mentor and train staff to ensure proper understanding of products and procedures
    • Observe interactions between employee and clients
  • Supervision of staff
    • Assist with audit and control of attendance registers, client survey, pulse reports, activities, staff leave and any other requirement
    • Monitor and review staff performance monthly and bi‑yearly (TCF)
    • Assist with management of branch operations effectively and liaise with relevant departments
    • Assist with training, development and ongoing coaching of staff
    • Comply with disciplinary and grievance procedures
    • General supervision of branches including branch visits to ensure administration runs effectively and efficiently
  • Supervision of the integration process
    • Compliance of cross integration of policies and procedures amongst branch office staff
  • General
    • Management of updating IT programs
    • Conduct regular meetings with staff at various branches & provide minutes thereof, monitor business retention
    • Safe keeping of company property and records
    • Keeping the storeroom neat and tidy
    • Visiting designated branch offices regularly
  • Requirements
    • 3 years' experience in the Insurance Industry
    • 1 year of experience in Supervisory Role
    • FAIS Compliant
    • Regulatory Examination Level 1 (Representatives) RE5
    • Recognized Qualification as per the FSB
    • Degree/Diploma in Management

    Send your CV and latest pay slip to

    ATriple

    A Recruitment and Temps

    #J-18808-Ljbffr
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