Employee Benefits Consultant/Accounts Executive - Retirement Funds

 

Recruiter:

Execuplace Appointments

Job Ref:

Employee Benefits Co..

Date posted:

Friday, January 7, 2022

Location:

Johannesburg, South Africa

Salary:

R450 000 - R600 000


SUMMARY:
Our client an International Insurance company base in Sandton is looking for an Employee Benefits Consultant/Account Executive - Retirement Funds

JOB DESCRIPTION:

Key Performance Areas

  • Consult to a portfolio of clients including both umbrella and stand-alone clients
  • Provision of appropriate advice, excellent client service and project management to ensure the smooth running of the client base
  • Establish a relationship with key decision makers and Trustees/ management committee members
  • Ensure Service Level Agreements are on file for all clients and services are provided in line with SLA
  • Develop an annual year plan for each client and ensure adherence to deliverables
  • Review agendas for trustee/management committee meetings and ensure distribution in line with SLA
  • Attend trustee/management committee meetings and other adhoc meetings as required
  • Review minutes of meetings and ensure that they are distributed in line with SLA
  • Ensure matters arising from meetings are actioned timeously
  • Review and present risk and administration re-brokes
  • Procure Fidelity Guarantee Insurance for trustees, where necessary
  • Attend regular meetings with administrators/service providers regarding status of funds
  • Negotiate with insurers/service providers
  • Identification of cross-sell and up-sell opportunities within client base
  • Attend regular meeting with team to discuss workflow and problem areas
  • Coaching and development of junior team members
  • Assist in formulation and implementation of best practice

Minimum Qualification

  • A three year related qualification
  • Further studies an advantage

Experience

  • Minimum five years’ experience in a retirement fund consulting role preferably with exposure to stand alone funds

Other requirements

  • Drivers licence and own transport

Skills required

  • Interpersonal skills
  • Problem solving
  • Conflict management
  • Planning and organising skills

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.


 

 

 

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