Requirements:

Competencies:

Responsibilities:

Client administration as well as communication and follow up regarding all areas of responsibility
Develop, maintain and enhance relationships with key provider personnel, advisors and clients
Collect and collate client information data from/for various providers as well as any further information that may be required
Draw up and /or check final documentation required (compliance, new business, offshore, etc.)
Ensure servicing of all clients (existing and new) requests and needs are done in a timely and diligent manner (risk, investment, health, groups, etc. new business, redemptions, queries, etc.)
Interact with advisors and product providers to ensure a constant flow of communication and improvement of service levels to clients
Administer and maintain group risk, medical schemes, provident funds, retirement annuities
Employee benefits administration, servicing, queries, etc. group risk, provident fund, medical aid, individuals RAs
Assist clients and employee groups with updates, requests, queries and complaints
Organise and set up year-end employer medical aid revisions, wellness days, etc.
Assist with drawing up client electronic greeting cards, holiday messages, birthday greeting, etc (sales and marketing)
Maintain commission tracking and take up queries when necessary
Diary management
Office management
Resolve queries when they arise
Recommend enhancements to office procedures in the interest of the client and brokerage