Senior Employee Benefits Administrator

5 months ago

Stellenbosch, South Africa PSG Wealth Financial Planning Full time

**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. 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.

Critical Competencies:

- Strong computer skills (ie Microsoft Word, Excell, Powerpoint etc)
- Planning and organising
- Presentation & communication skills
- Problem solving, analysis & negotiating skills
- Flexibility
- Strong understanding of customer and market dynamics and requirements.
- Strong entrepreneurial qualities
- Self-motivated
- Resourceful Client-centric Expertise and Continuous Learning
- Personal Accountability

Core Competencies
- Maintain professional internal & external relationships that meet company core values
- Demonstrate technical as well as product knowledge.
- Have excellent knowledge of the client value proposition and service offering.
- Have a solid understanding of the employee benefits industry as well as competitors operating in this environment.
- Understand how own contribution impacts on the results of a business area.
- A track record of client service excellence.

Attributes
- Self-starter, Self-motivated, Self-managed and accountable for performance outputs
- Independent thinker, yet operate within a team-based approach
- Can do attitude
- Strong decision-making skills and ability to use professional judgment
- Excellent interpersonal and relationship building skills
- Trustworthy
- Read & understand people well, connect and show empathy
- Ambitious and goal orientated
- Presentable & Professional
- Extroverted and approachable
- Communicate effectively
- Drive execution
- Foster innovation
- Demonstrate high integrity
- Analytical thinking
- Problem solving
- Additional Inherent Requirements
- Meet required deadlines.
- Own transport and driver license required.

**Experience**:

- Employee Benefits: 5 years (preferred)

Ability to Commute:

- Stellenbosch, Western Cape (required)

Ability to Relocate:

- Stellenbosch, Western Cape: Relocate before starting work (required)

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