EB Regional Manager with a relevant Commercial / Financial Degree, RE1 and RE5 Certificates and minimum 10 years’ senior/executive management experience within a large South African Employee Benefits Administrator, experience and understanding of the EB Market, the advice process and financial service product knowledge, required for operate in a National basis for a JSE listed FSP.
Minimum requirements:
- Relevant Commercial or Financial degree essential
- RE1 & RE5 essential
- Minimum 10 years’ senior/executive management experience within a large South African employee benefits administrator with knowledge of employer and member portal functionality
- Experience and understanding of the Employee Benefit market, the advice process relating thereto combined with financial services product knowledge
- Financial and budget management experience advantageous
- Financial market and client segmentation knowledge and experience beneficial
- Leadership and management experience advantageous
Responsibilities:
- On a National level, assist and support in ensuring that:
- EB sales strategy is implemented and adopted across EB offices, incorporating the standardisation of advice, processes and systems.
- Approved marketing strategy is implemented and adopted.
- EB teams deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning.
- EB teams train and manage service excellence for the Employee Benefits administration team.
- EB teams assist and support the employee benefits consulting team in providing professional, high-quality consulting and administrative services to clients to ensure client satisfaction, retention and expansion.
- Effective employee benefits environment is created and maintained.
- Appropriate advice on escalated risk underwriting needs is provided for clients.
- Oversite that Recruitment and vesting of Employee Benefits in Adviser Offices is maintained and implemented.
- Managing and refining a relevant and impactful EB strategy
- Ensuring operational excellence in execution of the strategy
- Driving innovation and growth to keep Distribution competitive and relevant
- Developing talent and driving succession.
- Drive and maximise the margins, profitability and risk management in the Distribution EB offices
- Stakeholder relationship management (Internal & External)
- Effective rollout and implementation of initiatives which support operational excellence
- Ensure teams adopt and maintain the Client Relationship Management system
- Leadership and people management
- Oversee and ensure turnaround times and SLAs are adhered to – i.e. Co-ordination of high-level deliveries such as member benefit statements
- Ensure teams provide and maintain appropriate secretarial services; agenda pack preparation, minutes, actions from meeting.
- The provision of technical and strategic input and back up into the Technical Advisory Team (TAS).
If you are a South African Citizen & your CV meets the above criteria, please send your CV to lourie@yazoo.co.za
Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.
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