Employee Benefits Coordinator

RecruitMyMom

  • Kloof, KwaZulu-Natal Durban, KwaZulu-Natal
  • R20,000-30,000 per month
  • Permanent
  • Full-time
  • 1 month ago
Job Description :A financial services company is seeking a skilled Employee Benefits Coordinator. In this role you will be expected to create new Employee Benefits client relationships and maintain existing ones. Previous experience in the financial services industry in an admin support / medical aid / gap cover role is essential. This is a permanent, in-office role.An elevated desire to operate in a professional manner and conduct yourself in a polite and highly organised and effective manner is imperative.Responsibilities:New & Existing EB Clients:Presentations to management committeesAnnual review and member presentationsMonitor EB revenue reporting for completeness and accuracyCompliance & Process:Agree and document services to be providedProvide and explain regulatory disclosures to new/existing EB clientsAgree and sign service level agreements with new/existing EB clientsConduct financial needs analysis for EB membersSource quotations for product related recommendationsConsolidate recommendations and action steps into a presentation for the MancoGet clients to complete and sign all required documentsAdhere to compliance, operational procedures and practice management standardExecute and monitor the actions that need to be taken on the conclusion of the Manco meetings.Ensure that CPD points are maintainedCommunication and client intimacy:Communicate instructions clearly to internal and external stakeholdersFriendly and caring to the client in all endeavoursPractice management:Implement systems to track and monitor:FICA and FAIS correct service level agreement/ mandateCRM system is kept up to dateTimeous reviews and servicingTeam developmentCreate a context in which the EB team can be encouraged to excel at their roles and responsibilities and where they are encouraged to grow and develop within the team by assisting in identifying appropriate training and skills development opportunities.Attend frequent team catch up meetingsRequirements
  • RE5
  • Strong admin skills and attention to detail
  • Strong communication, telephonic, written and with clients
  • Please note for this role: Background checks will be conducted and therefore a clear credit and criminal record are non-negotiable
  • Previous experience in the financial services industry
  • Outlook and general Office 365 (specifically strong Excel skills, experience with MS Teams and SharePoint)
  • CRM
  • Develop a moderate level of technical knowledge and ensure it is maintained or expanded.
  • Participate in training and development as outlined in the individual training plan.
  • You will be expected to contribute towards setting individual objectives and KPIs in conjunction with management and based on achieving business objectives.
  • Provide accurate reports on individual performance and activities as requested.
  • Contribute towards assessment of individual skills and compilation of training and development plan.
  • Attend formal performance reviews at least annually.
  • Comply with all business policies and procedures
BenefitsIncluded in TCTC - group risk, a portion of medical aid, provident fund.

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