Senior Consultant - Employee Benefits | Stellenbosch - South Africa
- Company industry: Financial Services
- Job location: Stellenbosch
- Career level:Mid / Snr
- Employment status: Full Time
- Qualification: Degree
- Years of experience: 5 years
In achieving our employment equity goals, we
give preference to applicants from designated groups, and we encourage people with disability to apply.
Job objective
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 PSG 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.
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.
In achieving our employment equity goals, we
give preference to applicants from designated groups, and we encourage people with disability to apply.
5 years experience in the Employee Benefits industry.
Critical Competencies:
o Strong computer skills (ie Microsoft Word, Excell, Powerpoint etc)
o Planning and organising
o Presentation & communication skills
o Problem solving, analysis & negotiating skills
o Flexibility
o Strong understanding of customer and market dynamics and requirements.
o Strong entrepreneurial qualities
o Self-motivated
o Resourceful Client-centric Expertise and Continuous Learning
o Personal Accountability
Core Competencies
o Maintain professional internal & external relationships that meet company core values
o Demonstrate technical as well as product knowledge.
o Have excellent knowledge of the client value proposition and service offering.
o Have a solid understanding of the employee benefits industry as well as competitors operating
in this environment.
o Understand how own contribution impacts on the results of a business area.
o A track record of client service excellence.
Attributes
o Self-starter, Self-motivated, Self-managed and accountable for performance outputs
o Independent thinker, yet operate within a team-based approach
o Can do attitude
o Strong decision-making skills and ability to use professional judgment
o Excellent interpersonal and relationship building skills
o Trustworthy
o Read & understand people well, connect and show empathy
o Ambitious and goal orientated
o Presentable & Professional
o Extroverted and approachable
o Communicate effectively
o Drive execution
o Foster innovation
o Demonstrate high integrity
o Analytical thinking
o Problem solving
o Additional Inherent Requirements
o Meet required deadlines.
o Own transport and driver license required.
o Only short-listed candidates will be contacted
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