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