Senior Account Executive- Employee Benefits

5 days ago

Cape Town, South Africa Conova Recruitment Full time

**Responsibilities**:

- 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 the companies 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 on risk and pension fund benefits. (Billing function for large employers)
- 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:

- Deliver service and commitments to clients thus building and maintaining a trust relationship with
- Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc.

**Minimum requirements**:

- Matric and NQF Level 6 and / or CFP qualifications.
- 5 years experience in the Employee Benefits industry.
- RE5 qualification will be a requirement
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Competencies required**:

- Analytical skills
- Planning and Organising skills
- Prioritization
- Problem-solving skills
- Time management / Deadline driven

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