To assist the Principal and Senior Consultant with the day-to-day activities required to manage a portfolio of clients
Requirements
- 3 - 5 years consulting experience within employee benefits environment
- In Depth knowledge of Employee Benefits and related legislation and application thereof
- Knowledge of the financial services and employee benefits industry
- Build and maintain effective relationships with internal and external clients
- Take ownership of all queries and ensure that they are resolved timeously and effectively
- Build a network of relationships with service providers in order to ensure effective service delivery to clients
- Provide a consistent service delivery to ensure client retention and satisfaction
- Assist with client invoicing and commission calculations ensuring that they are accurately calculated and allocated to clients
- Check the retainer income invoicing of stand-alone funds to clients and any other ad-hoc services invoice excluded in the retainer
- Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
- Follow up on action items from client meetings ensuring that they are executed within agreed timelines
- Facilitate re-broke process of all clients in portfolio and prepare re-broke report
- Manage the section 14 process and ensure that they are processed within timeline as per legislation
- Assist in the installation of new business ensuring efficiency and that everything is processed within agreed timelines
- Provide accurate, current advice and information regarding solutions to all clients/stakeholder
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Give input in the development of initiatives to improve or enhance the client experience
- Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility
- Ensure implementation, tracking and measurement of all client deliverables in line with SLA
- Ensure client retention by ensuring successful service delivery
- Ensure accurate reports and documentation are provided to the clients as per agreement
- In the execution of the CVP, look for new business opportunities and or cross selling opportunities under the guidance of the Senior or Principal Consultant
- Travel to client offices in other provinces within South Africa
- Attend Board of Trustees meetings and deliberate on death claims and make recommendations
