ABOUT THE COMPANY
1LIFE is the holding company of some of South Africa’s leading financial service providers. Our portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform. We’re pioneers with a hunger for best, bringing customer-focused innovation and service excellence to the financial services industry. We’re an undivided team of diverse thinkers and doers who believe in leading through technology and pushing past their limits.
JOB PURPOSE
Provide administrative, analysis and project support to relevant distribution channel whilst effectively building and maintaining relationships with internal and external stakeholders. Ensure effective processes and risk mitigation.
RESPONSIBILITIES
Risk Management & Analysis
Gather, monitor and analyze risk data and recommend further investigation. Involves using established risk management models, systems and protocols and working under direction. Continuously review risk management and processes to ensure quality for business.
Client & Customer Management
Help senior colleagues manage client and customer relationships by using relevant sales or client systems. Responsible for the vetting of all new brokers applications in terms of contractual and compliance regulations. Vet all New Private Facilities and Facilitating all processes regarding Private Facilities. Manage New Business and processes and ensure that risks are eliminated including dealing with binder holders and outsourced partners. Call clients with regards to distressed policies. Build and maintain a Risk Management and monitoring process of new and existing Brokers. Assist in broker debt management.
Stakeholder Engagement
Effectively build and maintain relationships with both internal and external stakeholders and partners. Ensure effective service delivery to meet stakeholders needs within specified SLA’s. Assist with the retention's processes and work with the Retention's Team. Ad hoc project support within channel (marketing, events etc.).
Administration
Produce, update and provide best practice support on MS documents, databases and other departmental systems to support the work of more senior colleagues. Tasks could include purchasing materials, entering budgetary information, time and expense recording and similar. Assist in setting up and maintaining administration processes. Effectively manage the channels complaints processes. Process invoices and pay weekly Broker commissions.
Document and Data Management
Responsible for populating standard contracts, letter and communication to external partners and clients. Maintain and store a centralized archive of all distribution related data, applications, communication, decisions, and documentation. Management of new applications, marketing material and recording of printing ratios. Populate weekly Dash board for the channel. Scan and file Broker contracts. Assist with compiling presentations.
Data Collection & Analysis
Collate and analyzing information for management and reporting.
Work Scheduling and Allocation
Organize own work schedule in order to get the job done. Supervise junior administrators and assign work to others in order to speed up office workflow and ensure high-priority tasks get done
Operational Compliance
Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Personal Capability Building
Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
BEHAVIORAL COMPETENCIES
Ensures Accountability
Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.
Customer Focus
Builds strong customer relationships and delivers customer-centric solutions. For example, probes deeply into customer needs to identify less obvious interests or expectations. Consistently goes above and beyond to understand customer requirements and surpass their expectations.
Balances Stakeholders
Anticipates and balances the needs of multiple stakeholders. For example, draws upon insights from varied sources to gain a rich understanding of how to meet the needs of multiple internal and external stakeholders. Probes deeply in order to gain a rich, detailed grasp of the priorities of different stakeholders; takes initiative to respond to stakeholder problems.
Drives Results
Consistently achieves results, even under tough circumstances. For example, devotes considerable effort to surpassing goals and achieving the best possible results; goes above and beyond to achieve excellence. Drives ahead with great focus when faced with obstacles and setbacks; maintains productivity and a positive attitude.
Communicates Effectively
Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
Optimizes Work Processes
Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. For example, pursues, explores, and develops ways to ensure own work is as effective as possible within all relevant processes. Shares an analysis of process problems with stakeholders; discusses how to resolve the issue.
Collaborates
Builds partnerships and works collaboratively with others to meet shared objectives. For example, finds many ways to add value to the team; probes to draw out richer input from others; is a valued resource who goes out of the way to help others.
Plans and Aligns
Plans and prioritizes work to meet commitments aligned with organizational goals. For example, outlines clear plans that put actions in a logical sequence; conveys some time frames. Aligns own work with relevant workgroups. Takes some steps to reduce bottlenecks and speed up the work.
Being Resilient
Rebounds from setbacks and adversity when facing difficult situations. For example, is calm and professional in difficult situations; continues to work toward objectives. Overcomes obstacles without becoming discouraged; draws lessons from failures. Recovers from setbacks and adversity.
Manages Complexity
Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, gathers basic information to understand a problem and find a solution. Seeks to understand and apply systematic problem-solving methods; distinguishes symptoms from underlying problems.
Situational Adaptability
Adapts approach and demeanor in real time to match the shifting demands of different situations. For example, swiftly and easily adapts approach to a wide array of different or changing situations. Is inquisitive about evolving situations; identifies how to adapt early.
Builds Networks
Effectively builds formal and informal relationship networks inside and outside the organization. For example, draws upon own network to gain insight, build support, and achieve outcomes. Leverages networks to identify industry experts, explore some best practices, and exchange ideas and knowledge.
Interpersonal Savvy
Relates openly and comfortably with diverse groups of people. For example, takes time to build rapport in meetings; speaks about common interests and priorities; shows tact and sensitivity in difficult interpersonal situations. Maintains productive relationships with a wide variety of people and from a range of backgrounds.
Demonstrates Self-Awareness
Uses a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. For example, seeks balanced feedback from others and is receptive to both positive and constructive views; applies insights from feedback. Knows own strengths and limits and how own style impacts others.
Action Oriented
Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, takes timely action on important or difficult issues. Identifies and pursues new opportunities that benefit the organization.
Instills Trust
Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, demonstrates integrity, upholding professional codes of conduct. Instills trust by following through on agreements and commitments despite competing priorities and by being honest and straightforward.
Manages Conflict
Handles conflict situations effectively, with a minimum of noise. For example, seeks out a variety of opinions and options; maintains an open mind; takes steps to ensure conflict remains constructive; avoids polarized or unilateral decisions; seeks agreement on critical issues.
Decision Quality
Makes good and timely decisions that keep the organization moving forward. For example, knows when to act independently and when to escalate issues. Integrates various inputs, decision criteria, and trade-offs to make effective decisions. Typically makes good independent decisions.
Self-Development
Actively seeks new ways to grow and be challenged using both formal and informal development channels. For example, creates a development plan that states clear goals and the tactics to achieve them. Gathers information on where to focus. Makes efforts to apply new skills on the job.
SKILLS
Verbal and Written Communication
Use clear and effective verbal communications skills with guidance to express ideas, request actions and formulate plans or policies.
Planning and Organising
Plan, organise, prioritise and oversee activities to efficiently meet business objectives. Excellent time management skills.
Review and Reporting
Review and create relevant, lucid and effective reports
Data Collection and analysis
Analyse data trends for use in reports to help guide decision making.
Attention to Detail
Apply concepts of knowledge / skill when having to be attentive to details.
Policy and procedures
Monitor, interpret and understand policies and procedures, while making sure they match organizational objectives.
Data Management
Organizes, protect and process data to fulfill business objectives.
Action Planning
Develop appropriate plans or perform necessary actions based on recommendations and requirements.
Computer skills
Support business processes by understanding and effectively using standard office equipment and standard software packages. Intermediate excel and computer literacy.
