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Job Competencies for Responsible Officer

Management

• Motivate and lead a team
• Set staff business goals
• Develop & counsel staff capabilities

Planning and control

• Develop, implement and achieve strategic business plans.
• Implement adequate resources & support systems for the business to achieve its strategic goals:
  • staff levels
  • training
  • information support system
  • supplier relationships
• Ensure an acceptable return on capital invested and shareholders' funds.
• Ensure the development, monitoring and controlling of revenue and expenditure budgets.

Sales and marketing

• Identify business opportunities by monitoring product and service trends
• Acquire new clients and retain and develop existing clients according to the strategic plan of the business;
• Implement promotional strategies
• Monitor and review sales plan implementation

Client service

• Develop guidelines for broking services
• Establish client risk assessment methodology
• Establish client contact criteria
• Determine procedures for documentation

Operations and procedures

• Implement operational procedures to ensure compliance with all relevant statutory and industry requirements and codes.
• Establish, implement and monitor client service standards

Technical knowledge

• Develop and maintain an appropriate knowledge of the insurance industry, markets and products.

Personal effectiveness

Use personal effectiveness techniques at a level appropriate to the position:

• negotiation and sales skills
• Plan and organise work
• Develop and deliver presentations

Management

• Managing and developing teams 
• Conflict management
• Group problem solving and decision making

Qualification Programs:

• Advanced Diploma in Financial Services by coursework or assessment
• Graduate Diploma in Financial Services by coursework

Planning and control

• Brokerage business planning review processes
• Brokers’ professional Indemnity
• Information support systems in a broking office
• Human resources management in a broking office
• Staff training programs in a broking office

Project management courses:

• Understanding project management
• Essentials
• Scope management
• Time management
• Cost management
• Quality management
• Risk management

Communications management

Human Resource Management

Microsoft Project:

• Introductory
• Intermediate
• Advanced 

Sales & marketing

• Key account management - essentials
• Assessing market needs
• Sales and marketing plans in a brokerage
• Implementing promotional strategies in a brokerage
• Marketing distribution channels in a brokerage

Client service