Senior Employee Benefits Specialist
2 weeks ago
**Responsibilities**:
- 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 requiremen
- 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 my client's 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.
**Requirements**:
- Matric and NQF Level 6 and / or CFP qualifications.
- 5 years’ experience in the Employee Benefits industry.
- Strong computer skills (ie Microsoft Word, Excell, Powerpoint etc)
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