Senior Account Executive- Employee Benefits - Cape Town, South Africa - Conova Recruitment

Conova Recruitment

Verified Company

Cape Town, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Responsibilities:

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 the companies standard operating procedures
Prepare and conduct member presentations Individual discussion with new members explaining benefits, when required.
Conduct risk and retirement rebrokes
Prepare and distribute agenda packs for meetings.
Manage monthly reconciliations on risk and pension fund benefits. (Billing function for large employers)
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:

Deliver service and commitments to clients thus building and maintaining a trust relationship with
Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc.

Minimum requirements:

Matric and NQF Level 6 and / or CFP qualifications.
5 years experience in the Employee Benefits industry.
RE5 qualification will be a requirement
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)

Competencies required: