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Employee Benefits Consultant

2 weeks ago

Bloemfontein, Orange Free State, South Africa Sanlam Full time
About Us

Sanlam Corporate forms part of the Sanlam Group, which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees.

Job Description

The Benefit Consultant will be responsible for consulting to the trustees/management committees of funds, assisting in the daily managing and logistical control of the funds, co-ordinating and facilitating between departments, and providing overall assistance and backup to the Senior/Principal Consultant.

Key Responsibilities
  1. To consult to the trustees/management committees of funds;
  2. Technical excellence in servicing corporate clients;
  3. Embodying TCF in client interaction;
  4. Effective management of a portfolio of clients;
  5. Manage the communication plan of the Funds;
  6. Facilitating and co-ordinating internal departments;
  7. Self-development;
  8. Build client relationships and ensure client retention;
  9. Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained;
  10. Attend and coordinate Trustee Meetings and/or Joint Forum Meetings;
  11. Provide monthly reporting via required reports on operating functions of portfolio;
  12. Ensure that standard procedures, practices and Client servicing are maintained and adhered to;
  13. Risk awareness and the management of these risks;
  14. Awareness of regulatory legislation and developments within the industry.