Relationship Manager

Administrative duties, including but not limited to:

• Client liaison

• Para-planning

• Diary management and appointment setting

• Leads management

• Recruitment

• Follow up on underwriting outstanding requirements

• Systems and administration procedures

• formulation and communication of marketing material, newsletters and any other material required

• Marketing and prospecting for new clients

• client servicing and review schedules (CRM)

• petty cash and cash float management

• assisting and performing general book keeping duties

• Human resource management

• compiling reports, statistics and presentations as required

• compiling, assisting, managing and reporting of Marketing and Advertising Campaigns

• FAIS & FICA compliance management including all amendments, related, associated and /or subordinate legislation, in respect of long-term insurance, short-term insurance and medical aid

• Providing advice to clients as and when necessary

• Any duties associated with general office management, including but not limited to:

• Managing office supplies

• Managing the information technology systems and hardware within the office

• Managing the leave management system