Employee Benefits Manager

• Advise clients on their benefits, maintain good relationships, and support the Director in running the business, including inbound sales, operational leadership, and delivering client services within SLAs.
• Assist the Director with all new business leads.
• Update Microsoft Dynamics with leads and quotations daily.
• Follow up with leads by making calls or emailing them based on the steps outlined in the sales journey.
• Assist the Director with making presentations to clients where required.
• Track Commissions following scheme installation.
• Admin & Support Roles:
• Assisting with scheme installation, requesting necessary documents, and submitting them to insurers.
• Sending documentation to insurers for timely commission receipt.
• Creating monthly fund summaries and sending them to clients and employees.
• Supporting Section14 transfers and communication to stakeholders.
• Drafting communications for members, including engagement and education.
• Assisting with incoming and outgoing members, including cancellations and tax implications.
• Providing team assistance and ensuring business compliance.
• Client Servicing:
• Managing relationships with new and existing clients.
• Delivering exceptional client service and managing client queries and concerns.
• Regularly communicating with clients.
• Brand Ambassador:
• Bringing in new business opportunities and actively engaging in social media posts.
• Best Practice:
• Utilizing Microsoft Dynamics for admin, system integration, and new leads.
• Tracking sales information live on Pipedrive.
• Leadership:
• Managing team, identifying challenges, and providing coaching.
• Developing, training, and upskilling team members.
• Providing honest feedback and supporting the Director with performance sessions every 6 months.

• Must be FAIS Compliant - minimum 120 credits and have passed RE1.
• Minimum of five (5) years’ experience in the employee benefits and retirement industry.
• Excellent knowledge and understanding of insurance legislation, specifically the Pension Funds Act and recent changes to Legislation.
• Computer Literacy (MS Office package)
• Valid driver’s license and own vehicle, non-negotiable.
• Sound knowledge of long-term insurance or employee benefits products.
• Knowledge of underwriting processes.

• Up to R45 000 per month.

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