Employee Benefits Adviser Assistant | Paarl
Be part of this leading Financial Services company that is founded on personal service, lifelong relationships with clients, trust and transparency as a 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
- 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
