Branch Coordinator – Knutsford Branch

About the role

The Branch Coordinator provides administrative support to the Branch Manager and Financial Advisors, overseeing day‑to‑day branch activities and supervising the administrative team.

Key responsibilities

• Prepare memoranda, letters, meeting minutes and general correspondence; coordinate branch meetings, retreats and award ceremonies.
• Oversee stock and inventory, submit administrative reports, and manage the department’s expense budget.
• Lead, train and evaluate the administrative staff, ensuring performance aligns with guidelines.
• Screen and monitor coupon applications, review final applications, and process recruitment and termination documents for Financial Advisors.
• Monitor policy contract and delivery receipt processes, dispatch contracts, and record acknowledgements for the New Business Department.

Required profile

• Bachelor’s degree in Business Administration, Management or equivalent.
• Successful completion of LOMA Parts 1 and 2.
• At least three years’ experience in a life‑insurance company, with a minimum of two years in a supervisory role.
• Strong knowledge of life‑insurance principles, company products and services.
• Excellent human relations, time‑management and communication skills.

Required skills

• Proficiency with spreadsheet and word‑processing applications (e.g., Microsoft Office).