Number of Applicants
:000+
JOB SUMMARY:
Senior Employee Benefits Consultant | Stellenbosch
JOB DESCRIPTION:
Primary objective:
To deliver a professional and excellent quality of service to employers and members of retirement funds,
in accordance with the service level agreements and annual strategic planning.
Excellent technical knowledge on both risk and retirement
To ensure an effective employee benefits environment and adhere to all FAIS requirements
Duties
Independently manage and consult on client portfolio.
Establish and maintain relationships with key decision makers at the participating Employer
Provision of appropriate advice, excellent client service and project management of Fund critical events
to ensure the smooth running of the Fund.
Effective management of service providers and adherence to standard operating procedures
Prepare and conduct member presentations Individual discussion with new members explaining
benefits, when required.
Conduct risk and retirement re-brokes
Prepare and distribute agenda packs for meetings.
Manage monthly reconciliations.
Provide ongoing feedback to clients.
Arrange MANCO meeting and perform secretarial services; agenda pack preparation, minutes, actions from meetings
Develop strong relationships with all internal colleagues and external service providers to ensure
operational efficiency and discuss product characteristics and appropriate training, service and support.
Building key relationships with all service providers (i.e. administrators, insurers, etc.), and clients.
Legal Employee benefits industry and legislation knowledge are essential. Keep abreast with all
changes.
Attend required internal and external forums and training courses.
Compliance to Internal Processes:
Delivering of service and commitments to clients thus building and maintaining a trust relationship with clients.
Undergo all training required.
Adhere to general administration tasks, filing, updating the internal system, electronic storing of minutes,
reports etc. Minimum Requirements
Matric and NQF Level 6 and / or CFP qualifications.
5 years’ experience in the Employee Benefits industry.
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