AVBOB, AFRICA’S LARGEST MUTUAL ASSURANCE SOCIETY PROVIDING A ONE-STOP FUNERAL INSURANCE AND BURIAL SOLUTION, HAS A VACANCY FOR: LIAISON OFFICER SENIOR CITIZENS
Job Title: Liaison Officer Senior Citizen
Location: Durban, KwaZulu-Natal, South Africa
Reference #: LOSC/FUN
Contract Type: Permanent
Salary: Market Related
The main purpose of the position is to increase funeral insurance business and funeral business, by providing relevant services and information to pensioners retirement establishments and other facilities, through the establishment of relationships between funeral agents and other possible new business sources such as retirement facilities, churches and similar organizations.
Key Performance Areas:
Planning and organising of events at various senior citizen venues
•Identify objectives of the event and determine the requirements that must be met to accomplish the objectives set.
•Prepare a schedule of monthly events and meetings with pensioners and management at the different institutions (Retirement villages/homes, nursing homes, hospitals, associations and other organisations).
•Manages relationships with all key-note stakeholders maintaining AVBOB’S high standards.
•Ensure that events are rolled out within the approved budget allocations.
•Provide consolidated feedback to the management of the institution regarding attendance, services provided, etc.
Marketing of AVBOB:
•Present AVBOB’s services and products to senior citizens and other potential customers / clients.
•Provide professional advice (according to FAIS requirements) to these potential clients
•Follow- up on leads provided for funerals and other services
•Do mass presentations to stakeholders.
Collaboration and networking with peers, colleagues, funeral agents and stakeholders
•Develop and foster strong business relationships with the community, retirement institutions, nursing homes, ambulance services, hospitals, churches, associations, social clubs ( Senior Citizens) and stakeholders of other entities assigned.
•Continuously create and form new relationships with relevant stakeholders
•Liaise with all parties concerned ( Area Manager, Funeral Agent, Snr Liaison Officer, Management of the institution concerned, etc.
•Pro-actively solve possible complaints and conflicts and address issues that may occur by investigating issues and provide feedback timeously to stakeholders
•Liaise with the Funeral Agent and Senior Liaison Officer to provide information and support business
•Build sound relationships with funeral agent through meetings, provide leads and support their business
•Maintain cintact with institutions on a monthly basis to determine current client base at the facilities
•Market AVBOB products by visiting the facilities to increase our market share.
Administration of new business, policy service:
•Submit monthly event plan to the Area Manager: Funeral Service and the Senior Liaison Officer
•Collect, analyse and utilise data and feedback to identify opportunities to improve relationships between all stakeholders and new business
•Prepare and submit monthly reports on the executed, clients served, etc.
•Compile handouts – Life file with all the necessary information and documentation to hand out at the events
•Obtain the value of a policy and provide feedback ( in-person) to the client
•Adjust policies as required by the client
•Follow-up on outstanding issues
•Collection of premiums at the institutions
•Reconciliation of expenditure and premiums collected
•Follow-up on the issuing of new policies, etc.
•Relevant marketing qualification
Knowledge and Experience:
•3 Years experience of opening sources
•Knowledge of the funeral and/ or insurance industry or old age facilities
Technical And Behavioural Competencies:
•Knowledge of all AVBOB products
•Ability to create rapport, interact and work with senior citizens and other relevant stakeholders
•Acquainted with facilities (Retirement Villages/ Homes/ Nursing Homes/Hospitals) in the assigned area of work
•Behaves consistently with clear personal values which complement those of the organisation.
Application Deadline: 06/05/2022