Retirement Benefits Counsellor: Admin and

1 week ago

Bellville, South Africa Sanlam Full time

Who are we?

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. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.
We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent. Overall Description

The Retirement Benefits Counsellor will assist the IMSOR team with telephonic engagements particularly language engagements as and when required. The role will be split between administration duties and telephonic counselling when requested by the team. What will you do?

**Administrative Duties**: Manage IMSOR mailbox and communicate to the relevant internal or external team members Log referrals to the relevant teams using Elite Wealth Proactively follow up on referrals with relevant team Proactively provide feedback on referrals to the relevant administration teams Communicate with relevant PE Human Resources as requested by the funds Perform administrative tasks as needed by the team

**Counselling Duties**: Assist members with support during onboarding, and provide support to beneficiaries and members regarding risk benefits through What will you do? (continues) Telephonic and written counselling, information, and support Technical product knowledge of retirement funds and retirement-related investment products Technical knowledge of risk benefits such as death, disability and critical illness Creating a positive client experience Effective and technically competent resolution of queries and complaints Maintain and improve in-house systems and business processes Collaboration and relationship management with internal and external stakeholders Efficient administration Dealing with complaints efficiently and fairly Qualification & experience Relevant tertiary qualification (related to financial planning) Minimum 2- 3 years’ relevant administration skills Minimum 2 - 5 years’ experience dealing with clients within an Employee Benefits and/or Financial Planning environment (advantageous) Minimum 2 - 5 years’ experience dealing with risk benefits in an Employee Benefits and/or Financial Planning environment (advantageous)
Knowledge and Skills Investment Industry Knowledge Risk and Employee Benefits knowledge Business knowledge and analysis Client Communication Compliance and Risk Management monitoring Reporting and Administration Must be able to communicate in most Northern Languages: Sepedi, Sotho, Venda, Tswana, Tsonga etc Personal Qualities
Core Competencies Cultivates Innovation by creating new and better ways for the organisation to be successful. Client Focus - Building strong customer relationships and delivering customer-centric solutions. Drives Results - Consistently achieving results, even under tough circumstances. Collaborates - Building partnerships and working collaboratively with others to meet shared objectives. Resilience - Rebounding from setbacks and adversity when facing difficult situations Personal Qualities (continues)
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development. Turnaround time

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

  • Retirement Benefits Counsellor

    2 weeks ago

    Bellville, South Africa Sanlam Full time

    Who are we? Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the...

  • Retirement Benefits Counsellor: Onboarding

    4 weeks ago

    Bellville, South Africa Sanlam Full time

    Who Are We? 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. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that...

  • Retirement Fund Advisor

    1 day ago

    Bellville, Western Cape, South Africa H And S Labour Brokers Full time

    Job OverviewWe are seeking a skilled and experienced Retirement Fund Consultant to join our team at H And S Labour Brokers. In this role, you will play a critical part in educating and informing members, pensioners, and human resource business partners about their pension fund benefits.

  • Benefits Coordinator

    4 weeks ago

    Bellville, South Africa Pepkor Speciality Full time

    **Key Responsibilities**: - All Provident fund administration for the company, inclusive of updating and maintaining documentation, communication to business with changes, online withdrawal submission management, Provident Fund Risk Benefit administration, Fund supported home loans. - Medical Aid co-ordination within the company. - Employee benefits portal...

  • Retirement Fund Consultant

    3 weeks ago

    Bellville, Western Cape, South Africa H And S Labour Brokers Full time

    Reference: JHB000299-CLG-1You will educate and inform Members, Pensioners, and Human Resource Business Partners with information about their pension fund benefits in compliance with the Financial Sector Conduct Authority customer principles.Duties & ResponsibilitiesEngage key representatives of the client to understand their context and needsPartner with...

  • Retirement Fund Consultant

    1 day ago

    Bellville, Western Cape, South Africa H And S Labour Brokers Full time

    Reference: JHB000299-CLG-1 You will educate and inform Members, Pensioners, and Human Resource Business Partners with information about their pension fund benefits in compliance with the Financial Sector Conduct Authority customer principles. Duties & Responsibilities Engage key representatives of the client to understand their context and needs ...

  • Employee Benefits Consultant

    4 days ago

    Bellville, Western Cape, South Africa H And S Labour Brokers Full time

    We are seeking a highly skilled and experienced Retirement Fund Consultant to join our team.About the RoleAs a key representative of the company, you will partner with Employer representatives and HR professionals to identify challenges and gaps in service levels.You will develop and secure commitment to member engagement and education plans to meet these...

  • Employee Benefits Coordinator

    7 days ago

    Bellville, Western Cape, South Africa Momentum Full time

    Job PurposeThe purpose of this role is to provide an effective and efficient service to clients and intermediaries by receiving, evaluating, and responding to queries timeously.Key Responsibilities:Effective management of the team mailboxManagement of Credit Control accounts for the Retirement and Risk Book of BusinessAccurate risk claims accruals...

  • Pension Benefit Specialist

    4 days ago

    Bellville, Western Cape, South Africa H And S Labour Brokers Full time

    This role requires a Retirement Fund Consultant to support the company's drive to be a multi-fund manager by supporting business development and growth opportunities.ResponsibilitiesManage current relationships and help grow the client and member base by creating new opportunities and relationships.Be involved in new business development and presentations as...

  • Member Solutions Manager

    3 weeks ago

    Bellville, South Africa Momentum Metropolitan Holdings Full time

    -Introduction MMI Holdings Limited (MMI) is a South African based financial services group listed on the South African stock exchange, the JSE. The group operates in the market through multiple client-facing brands including insurance and investment brands Metropolitan and Momentum, South Africa’s number one cell captive insurer Guardrisk and wellness &...

  • Benefits Administrator

    2 weeks ago

    Bellville, Western Cape, South Africa Speciality Full time

    Benefits Administrator (Fixed-Term contract, Graduate Placement)DetailsClosing Date: 2025/02/19Reference Number: PSP250213-6Job Title: Benefits Administrator (Fixed-Term contract, Graduate Placement)Department: Human ResourcesBrand: Pepkor SpecialityReporting To: Position ManagerJob Type Classification: ContractNumber of Positions: 1Location: Bellville,...

  • Pension Fund Administrator

    9 hours ago

    Bellville, Western Cape, South Africa Verso Benefits Administrator Pty Ltd Full time

    About UsVerso Benefits Administrator Pty Ltd is a leading benefits administrator specializing in the provision of services to retirement funds. Our mission is to deliver high-quality services to our clients, while fostering a culture of excellence, integrity, and teamwork.Our CultureDedicated team: We have a dedicated team of professionals who are passionate...

  • Retirement Fund Professional

    4 days ago

    Bellville, Western Cape, South Africa H And S Labour Brokers Full time

    The ideal candidate will possess a strong understanding of employee benefits administration processes and related products.Job DescriptionPartner with Employer representatives and HR professionals to identify challenges and gaps in service levels, understand their context and requirements in the short and medium term.Develop and secure commitment to member...

  • Financial Benefits Specialist

    23 hours ago

    Bellville, Western Cape, South Africa H And S Labour Brokers Full time

    Required Skills and QualificationsA relevant Bachelor's Degree and registered with professional bodies where applicable.Certified Financial Planner qualification preferred, FAIS qualifications an advantage.Strong understanding of Employee Benefits administration processes and related products.At least 3-5 years job-related experience with a focus on employee...

  • Benefits Administrator

    4 days ago

    Bellville, South Africa Pepkor Speciality Full time

    **Key Responsibilities**: - Provide administrative support to the Benefits team. - Assist with project coordination and implementation i.e. Sample Sale, Wellness day initiatives. - Maintain accurate and up-to-date records and databases. - Provide administrative support pertaining to the death claims. - Assist with Online withdrawal submission management,...

  • Risk and Compliance Specialist

    7 days ago

    Bellville, Western Cape, South Africa Momentum Full time

    Role SummaryThis role involves providing an effective and efficient service to clients and intermediaries by receiving, evaluating, and responding to queries timeously.Key Responsibilities:Effective management of the team mailboxManagement of Credit Control accounts for the Retirement and Risk Book of BusinessAccurate risk claims accruals...

  • Receptionist

    4 weeks ago

    Bellville, South Africa Finovate Full time

    Our client in the **education sector**, is looking for a **Receptionist **to join their dynamic team based in the **Bellville **area. *** **Role and Responsibilities** - Handle Reception with parents, learners and educators - Answering and making telephone calls on behalf of the Principal - Secretarial duties to the Principal - General reception duties...

  • Living Benefits Claims Consultant

    4 weeks ago

    Bellville, South Africa Sanlam Full time

    **Who are we?** The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...

  • Hiv Counsellor

    3 days ago

    Bellville, South Africa Cape Peninsula University of Technology Full time

    Faculty - Support / Admin Department - Department - Cape Peninsula University of Technology -> Student Affairs - Campus/ Location - Bellville Campus - Bellville, Cape Town, WC ZA (Primary) - Job Type - Permanent - Occupational Function - Support / Admin - Number of Positions - 1 - Annual Salary Package (incl. Medical Aid rate based on principal member...

  • Head of Distribution Employee Benefits Bellville, Western Cape Permanent

    3 days ago

    Bellville, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Head of Distribution Employee Benefits | Bellville, Western Cape | Permanent **Category**: - Sales **Job Level**: - Senior Management **Posted by**: - PSG Financial Services **Posted on**: - 06 Feb 2025 **Reference Number**: - POS39574 **Closing date**: - 14-Feb-2025 **Position Type**: - Permanent **Location**: -...