SUMMARY:
Our client in the financial services is looking for a Senior Account Executive- Employee Benefits, to join their team in their Stellenbosch office. The ideal candidate has had 5 years' experience in a similar role.

POSITION INFO:

Responsibilities:

• Independently manage and consult on client portfolio.
• Establish and maintain relationships with key decision makers at the participating Employer
• Provision of appropriate advice, excellent client service and project management of Fund critical events to ensure the smooth running of the Fund.
• Effective management of service providers and adherence to the companies standard operating procedures
• Prepare and conduct member presentations Individual discussion with new members explaining benefits, when required.
• Conduct risk and retirement re-brokes
• Prepare and distribute agenda packs for meetings.
• Manage monthly reconciliations on risk and pension fund benefits. (Billing function for large employers)
• Provide ongoing feedback to clients.
• Arrange MANCO meeting and perform secretarial services; agenda pack preparation, minutes, actions from meetings
• Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product characteristics and appropriate training, service and support.
• Building key relationships with all service providers (i.e. administrators, insurers, etc.), and clients.
• Legal Employee benefits industry and legislation knowledge are essential. Keep abreast with all changes.
• Attend required internal and external forums and training courses.

• Deliver service and commitments to clients thus building and maintaining a trust relationship with
• Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc.

Minimum requirements:

• Matric and NQF Level 6 and / or CFP qualifications.
• 5 years’ experience in the Employee Benefits industry.
• RE5 qualification will be a requirement
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• Analytical skills
• Planning and Organising skills
• Prioritization
• Problem-solving skills
• Time management / Deadline driven

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