Employee Benefit ConsultantEmployee Benefit ConsultantEmployee Benefit ConsultantEmployee Benefit Consultant
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IT Enterprise Manager
25 Jul 2022
Database Administrator (DBA)
4 Aug 2022

Employee Benefit Consultant

Job Category: Consultant
Job Type: Full Time
Job Location: Gauteng

Overview:

We are looking for a dynamic, passionate and results-driven Employee Benefits Consultant to manage existing clients. The candidate should be a professional, positive, outgoing person who can manage a portfolio of standalone and umbrella retirement fund clients.

 

The overall purpose of the role

  • Taking responsibility for consulting services on a portfolio of participating employers and stand-alone retirement funds
  • Assisting with the governance and running of the Umbrella Fund
  • Management and mentorship of a team
  • Reviewing current processes and initiating ways to improve and enhance efficiency in processes
  • The maintenance and ongoing servicing of existing business as the lead relationship manager for the assigned portfolio of clients
  • Promote and support new business initiatives for the team

 

Responsibilities of the roles

Prepare for, and conduct Meetings

  • Prepare meeting packs for Committee meetings
  • Reporting on completion of all actions from previous meetings
  • Analyse the Participating Employer’s or Fund’s position and any issues pertinent thereto, and assess any new legislative developments / best practices that need to be included in the agenda
  • Facilitate Committee meetings and record discussions to prepare minutes
  • Ensure that action items and tasks are completed and implemented by the responsible parties
  • Circulate completed minutes to clients within one week of the meeting date

 

Risk-benefit Management

  • Review risk-benefit structures for funds and participating employers before market tests or renewals
  • Prepare risk-benefit market tests for Committee consideration
  • Manage and monitor free cover limits for all members across group life schemes
  • Manage underwriting process for individuals

 

Investments

  • Prepare investment return summaries and collate them to present in the Committee agenda pack
  • Arrange investment presentations by investment managers at Committee meetings
  • Prepare and send investment communication to Committee members

 

General Fund Management

  • Maintain client master file by filing all updated documents immediately
  • Draft communication and reporting for Committees
  • Prepare and monitor Section 14 applications
  • Review financial statements and monthly management accounts and liaise with the relevant parties to implement any corrections before presentation to the Committee
  • For standalone clients review actuarial valuations and liaise with the relevant parties to implement any corrections before presentation to the Committee
  • Collate and provide fund-related information to admin, finance, service providers and clients as required
  • Request and manage deadlines for any information/documentation required for internal or external reporting (e.g. admin reports for agendas, investment reports etc.)

 

Qualifications and experience

  • Bachelor of Law or Commerce Degree with 5-7 years consulting experience in an Employee Benefits environment – OR
  • 7+ years experience in an Employee Benefits Consulting environment, if without a Degree
  • Certified Financial Planner (CFP) – compulsory
  • FAIS Accreditation – compulsory

 

Core Competencies

  • Customer focused
  • Results driven
  • Collaborative
  • Project Management
  • Innovative

 

Personal Attributes

  • Business insight
  • Decisive
  • Organisational skills
  • Self-starter

 

Apply for this position

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