Fresh Opportunities at NMG Benefits

Role Overview

This is a professional position that will support the Financial Advisors by updating the work done on the system.

Duties and Responsibilities

• Receive and capture new business from advisors
• Update client data List in the system
• Welcome letters / Package sent to new clients
• Ensure Compliance check is done
• Ensure daily tracker is up to date daily and submit reports where appropriate
• Check and ensure policy lapses are up to date and reported
• Attend to queries within stipulated timelines
• Share Drive updates i.e. client portfolio’s etc

Minimum Qualification

• Matric

Experience

• At least 2-3 years administration experience in a similar environment and working with Financial Advisers

Competencies

• Strong communication skills, both written and verbal
• Excellent organisational skills
• Excellent numeracy skills
• Proficient in Microsoft Word, Excel
• Good decision making and problem-solving skills
• Assertiveness skills – when needed.

go to method of application »

Role Overview

The Member Consultant assumes responsibility for the day-to-day management of a portfolio of health care clients under the supervision of the Consulting Manager. The primary focus is the servicing of clients’ HR and members face to face regarding medical scheme queries, plan advice, billings etc. The Member Consultant is also responsible for induction training and member training. The secondary focus is to assume the responsibility of an Administration Consultant when in the office or as required.

Duties & Responsibilities

Key Performance Objectives

Client responsibilities

• Identification of ICU clients
• Identifying common trends within the client and providing solutions in conjunction with the CC
• Implementing proactive services in conjunction with the CC
• Face to face query resolution with members/HR/payroll
• Back office query resolution
• Member plan advice
• Member queries via email, fax or telephonic
• HR training on processes and procedures
• HR queries relating to their monthly billing
• HR queries relating to the medical scheme benefits
• Constant follow up and feedback to relevant parties
• Building of relationships with HR/payroll
• Responsible for updating client information and requirements at branch level 
• Member renewals training presentations and one on one sessions as required
• Facilitate the relationship between the client and respective medical scheme/s
• Delivery of presentations to clients
• Rolling out and implementation of healthcare Projects in conjunction with the CC
• Compliance with the NMG Style guide
• Keeping written records of all client communication and interaction within the stipulated time period
• Compulsory to load applications electronically where possible

General responsibilities

• Compliance with the NMG Style guide
• Keeping written records of all client communication and interaction within the stipulated time period
• Compulsory to load applications electronically where possible
• All client correspondence is to be signed off and saved in the correct folder according to the style guidev
• Capturing daily stats for queries received via email, fax or telephone on CMS
• General assistance to Corporate Consultant and Consulting Manager
• Identifying and pursuing new business and cross selling opportunities
• Have a good understanding of legislation and regulations that govern the health care environment
• Attend internal meetings and training as and when required
• Completion of MI-TIME weekly
• Back-up to other Member Consultants and/or Administration Consultants if required (buddy system)

Minimum Qualification

• Matric certificate
• The Member Consultant will be expected to adhere to any legislative requirements (such as FPI).

Experience

• 3-5 years Administration and Health Care Experience.
• Own vehicle  and Valid Drivers License

Competencies (skills required). 

• Administrative Skills:  Has attention to detail; abilility to handle and deal with a lot of documents. Can orchestrate multiple activities at once to accomplish a goal.  Uses resources effectively and efficiently.  Arranges information and files in a useful manner. Perform certain secretarial functions as and when required.
• Interpersonal skills: Relates well to all kinds of people. Builds appropriate rapport. Builds constructive and effective relationships. Uses diplomacy and tact. Can diffuse even high-tension situations comfortably.
• Co-ordination Skills:  Able to multi-task in an effective manner.  Does not get confused easily.  Able to change direction at a moment notice whilst ensuring timeous completion of all operations.  Maintains up to date knowledge of all current tasks.
• Time Management: Uses their time effectively and efficiently.  Values time.  Concentrates their efforts on the more important priorities.  Gets more done in less time than others.  Can attend to a broader range of activities
• Problem Solving Skills: Uses logic and methods to solve difficult problems with effective solutions. Makes use of all resources to get answers. Able to see hidden problems. Good at analysis. Looks beyond the obvious desired objectives.
• Communication Skills:  Is able to communicate clearly both verbally and in writing.  Able to get the messages across that have the desired effect

go to method of application »

Role Overview

This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through.

This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through.

Duties and Responsibilities

• Preparing financial analyses for clients, including retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysis
• All aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy statements, asset allocations as well as post-client meeting tasks such as develop meeting notes, perform financial situation analyses, and coordinate planning implementation with outside professionals if necessary
• Continuously monitor clients’ financial situations with detail and accuracy
• Be able to keep up and learn things quickly in a fast paced environment and effectively manage regular changing of priorities

Qualifications

• B.S. degree from accredited four year university preferably in financial planning, business, finance, economics, etc.
• CFP® certification or attainment within 1-2 years after joining firm
• Strong financial and analytical skills
• Strong verbal and written communication skills
• Strong persuasive and interpersonal skills
• Basic understanding of investment and financial planning strategies for high net worth clients
• Ability to identify, meet and follow through with client needs and requirements
• Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude
• Organized, with a strong attention to detail
• Able to perform multiple tasks efficiently
• Show confidence, yet in a humble manner, when dealing with clients, firm Financial Advisors and Wealth Managers
• Superior knowledge of Microsoft Excel, Word and PowerPoint

Competencies

• Capture all existing information
• Assess and analyze present needs and review all available options in order to attain clients future dreams.
• Generate quotes from your specific needs from relevant companies
• Compile comparison of multiple quotes and presentation
• Assessment of multiple quote and preferred quote
• Provide advisor with:
  • Multiple written recommendations,
  • Proposals
  • Record of Advice
• Preparation or client file for new business and reviews
• Gather list for reviews of:
  • Assets
  • Liabilities
  • Interest rates
  • Company Docs
  • Agreements, Trust deeds
  • Authorization letters
  • Current Will etc.
• Request relevant info from 3rd parties
• Capture client specific needs in CRM
• Review clients according to CRM review dates