Job Description

Liaison Officer-Senior Citizens - PretoriaFull job descriptionThe main purpose of the position is to increase funeral insurance business and funeral business, by providing relevant services and information to pensioners at 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. Planning and organising of events at various senior citizen venuesIdentify objectives of the event and determine the requirements that must be met to accomplish the objectives setPrepare a schedule of monthly events and meetings with pensioners and management at the different institutions (Retirement villages/homes, nursing homes, hospitals, associations and others organisations).Manages relationships with all key-note stakeholders maintaining AVBOBS high standardsEnsure that events are rolled out within the approved budget allocationsProvide consolidated feedback to the management of the institution regarding attendance, services provided, etc. Marketing of AVBOBPresent AVBOBs services and products to senior citizens and other potential customers / clientsProvide professional advice (according to FAIS requirements) to these potential clientsFollow-up on leads provided for funerals and other servicesDo mass presentations to stakeholders Collaboration and networking with peers, colleagues, funeral agents and stakeholdersDevelop 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 assignedContinuously create and form new relationships with relevant stakeholdersLiaise 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 stakeholdersLiaise with the Funeral agent and Senior Liaison Officer to provide information and support businessBuild sound relationships with funeral agent through meetings, provide leads and support their businessMaintain contact with institutions on a monthly basis to determine current client base at thefacilitiesMarket AVBOB products by visiting the facilities to increase our market share Administration of new business, policy serviceSubmit monthly event plans to the Area Manager: Funeral Service and the Senior Liaison OfficerCollect, analyse and utilise data and feedback to identify opportunities to improve relationships between all stakeholders and new businessPrepare and submit monthly reports on the events executed, clients served, etc.Compile incident reports, regarding important issues during eventsCompile handouts - Life file with all the necessary information and documentation to hand out at the eventsObtain the value of a policy and provide feedback (in-person) to the clientsAdjust policies as required by the clientFollow-up on outstanding issuesCollection of premiums at the institutionsReconciliation of expenditure and premiums collectedFollow-up on the issuing of new policies, etc. Minimum QualificationsGrade 12Relevant marketing qualificationKnowledge and Experience3 Years experience of opening sourcesKnowledge of the funeral and/ or insurance industry or Old age facilities

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