Senior Employee Benefits Specialist at CA Financial Appointments

Responsibilities:

• To deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning.
• Excellent technical knowledge on both risk and retirement
• To ensure an effective employee benefits environment and adhere to all FAIS requiremen
• 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 my client's 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.
• 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.

Compliance to Internal Processes:

• Delivering of service and commitments to clients thus building and maintaining a trust relationship with clients.
• Undergo all training required.
• Adhere to general administration tasks, filing, updating the internal system, electronic storing of minutes, reports etc.

Requirements:

• Matric and NQF Level 6 and / or CFP qualifications.
• 5 years’ experience in the Employee Benefits industry.
• Strong computer skills (ie Microsoft Word, Excell, Powerpoint etc)