Employee Benefits Manager at ASI Financial Services

About the job
INTRODUCTION

• At ASI Financial Services, we are looking to hire a talented EMPLOYEE BENEFITS MANAGER to join our team. If you’re hard-working, dedicated and willing to roll up your sleeves in order to get a result, ASI Financial Services is a great place to grow your career.

QUALIFICATIONS AND EXPERIENCE

• Matric, FSR Fit & Proper compliant (NQF Level 5, Regulatory Exams), Financial Planning Higher Certificate (NQF 6) (preferred), Management Certificate/Diploma/Degree and continuous learning is expected
• MS Office proficient and proficiency in English (second language proficiency preferable); driver’s license
• 5 year experience in Employees Benefits Consulting and 3 year experience in people management

KEY RESPONSIBILITIES AND ACCOUNTABILITY
OPERATIONS AND PORTFOLIO MANAGEMENT

• Review the service strategies planned for each client in your portfolio to ensure compliance with ASI’s standard strategic deliverables, client specific value proposition, risk mitigation, integration and profitability
• Monitor client deliverables and ensure all planned services are executed within the allocated time as per the service strategies
• Provide the supervisor with the monthly operations report
• Review the reports, meeting notes, presentations and projects of your respective teams

Staff leave Management

• Attend client and provider strategic meetings and influence the objective/outcome of the meeting
• Compile strategic reports, presentation, project plans and communication for clients and providers

Technical consulting

• Resolve escalated queries, service complaints and disputes
• Monitor and manage capacity within your portfolio, staff leave, travel arrangement and approve travel claims
• Manage a team of Senior Consultants by communicating their roles and responsibilities, help them structure their workflow (i.e. weekly project plan) and monitor consultants that are performing under supervision (compliance) and update their portfolio of evidence
• Supervise the Senior Consultants in carrying out their duties through weekly workflows and monthly/quarterly performance reviews
• Identify areas where Senior Consultants require support, training and development
• Manage poor performance though appropriate disciplinary process and action

CLIENT RELATIONSHIP MANAGEMENT

• Develop and maintain a strong relationship with the senior management team within each client under your portfolio
• Conduct monthly CRM calls to all category 1 and two clients
• Conduct quarterly meetings with the senior management team within each client under your portfolio
• Monitor ICU flags and ensure that the concerns identified are addressed within a month of them being identified
• Respond to poor service ratings within 48 hours

PROJECT MANAGEMENT

• There will be special projects allocated to you to oversee and manage. You will be required to design a project plan, present the plan to the team involved, delegate tasks and provide progress report to the team

CROSS SELLING

• Identify cross selling opportunities within your portfolio of clients and create a platform/opportunity for the relevant sales team to close the deal
• Target R200k per quarter (R800k per annum)

 PROFESSIONALISM

• Ensure clear, effective and professional communication to clients
• Always adhere to high standards of quality and professionalism (punctuality, formal dress code, professional written and verbal communication etc.)
• Comply with FAIS code of conduct Treat clients with dignity and respect
• Adhere to ASI’s ‘Style Guide’ protocol, ensure that all external communication is peer reviewed before sending
• Keep work station neat, orderly and tidy and Live by the ASI core values
• Work collaboratively and efficiently with other team members and provide support where required