Be part of this leading Financial Services company that is founded on personal service, lifelong relationships with clients, trust and transparency as an Employee Benefits Adviser Assistant, where you will be responsible for administration, interacting with clients by managing relationships and providing client services.
Responsibilities:
- Advise clients on medical aids, medical insurance and gap cover – both personal families and groups
- Assist clients with the application process
- Assist clients with queries
- Ensure CRM data is up to date and accurate
- Year-end & ad hoc client presentations
- Identifying and providing leads to colleagues in other service lines in the company
- Keeping up to date with provider amendments
Requirements:
- Completed Bachelor of Commerce in Administration / Investments / Financial Planning Law / Financial Sciences / Investment Management
- Strong administrative skills
- Systems, policy, and industry knowledge
- 1-2 years’ relevant Employee Benefits/Healthcare work experience
- FAIS/FICA compliant
- Proficient in both spoken and written English, and at least one other of the official South African languages
- Computer literacy (MS Office)
- Valid driver’s license and own vehicle
- Recommended requirements:
- RE5
Competencies:
- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player
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