To manage a team of consultants to ensure execution of services strategy, to generate income from portfolio allocated and to contribute to the profitability for the branch and Alexander Forbes;by providing a professional, quality service and consulting advice to clients; client satisfaction, retention and expansion; through co-ordinating all internal and external contacts; keeping abreast of developments in industry, generating new business for the branch, whilst ensuring at all times that Alexander Forbes’ standards are maintained.
Overview : Keyperformanceareas
- Managesandcoordinatesactivitiesofpersonnelinvolvedinperforminginternaloperationsindepartmentorfunctionalareaofafinancialinstitution.
- Managesaportfolioofclientsandateamofconsultantsservicingtheportfolio.
- Managesofficeworkflowsystem,incorporatinguseofdataprocessingandcomputerhardwareoptions.
- Preparesworkschedulesandassignsdutiestooperationspersonneltoensureefficientoperationoffunctionalarea.
- Reportingviarequiredandspecialreportsonoperatingfunctionsofdepartmentorbranch.
- Directsemployeetrainingtoimproveefficiencyandensureconformancetostandardproceduresandpractices.
- Riskawarenessandthemanagementofriskisofvitalimportanceintheposition.
Managingaportfolioofclients
Maintainandserviceaportfolioofclientsinyourteaminordertoaddvaluetotheclient,andtoachieveclientsatisfaction,whilstbeingultimatelyresponsibleandaccountableforthemanagingoftheclientportfolioProvideadvicepertainingtomedicalschemesandotherproductsCompileandagreeonyearplanwitheachclientActastheinterfacebetweenmemberandclient,aswellasbetweenclientandotherinternaldepartmentsEnsuredeliveryofservicelevelagreementstoteamclientportfolioClientRelationship
Keepclientupdatedwithdevelopmentsintheemployeebenefitmarket.ConductingpresentationsandworkshopsforBoardofdirectors,members,clients,employeesMaintainingongoingrelationshipswithallclientsFollowingupqueriesandresolvingproblemsofclients,membersandpensionersDailycommunicationandcorrespondencewithclients,bothformalandinformalEnsuringtimeousresponseofclientqueriesandrequestswithintheteamMaintainingexistingclientbase.OngoingclientcontactandinteractionLiaisingwithmedicalschemes,serviceprovidersandotherexternalpartieswhennecessaryKeepingabreastofallindustrydevelopments / self-developmentManagingtheentireprocessofworkflowwithintheportfolioEnsuredeliveryofserviceandcommitmentstotheclientBuildingmaintainingatrustrelationshipwithclientandkeystakeholdersRemainingclientfocusedatalltimesManagement&DevelopmentofSelf&Others
Self : Displaysself-awarenessandinsightintoareasofstrengthanddevelopmentRemainabreastofnewinnovationsandtechnologiesintheHealthCareindustryTeam : Sets,communicatesandimplementsdevelopmentplansforsubordinatesandassessesperformancefordirectreportsProvideshonest&timelyfeedbackondelivery,areasofstrengthandareasforimprovementDriveshighperformanceculture : manageteamperformanceandholdsthemaccountableforresultsActasmentor / coachtofacilitateimprovedemployeeengagementEnsuringteamscompliancerequirementsareconsistentlymetandinternaltrainingisattendedStrategicclientmeetings
AttendingstrategicmeetingsofclientsandchairingifaskedtodosobyclientAttendingmeetingsofteamsclients,wherenecessaryOverallresponsibilityforensuringthestandardofagendapacks,minutesandconsultingadviceismaintainedwithintheteamAttendingotheradhocmeetingsGeneratingnewbusiness
AcquiringnewbusinessandexpandingclientbaseexpandingservicesandproductsprovidedtotheclientFacilitatingandco-coordinatinginternaldepartments
Internalco-ordinationandliaisontoensureultimateclientserviceandattainmentofclientobjectivesDelegationandinstructiontointernaldepartmentsLiaisonandcommunicationwithinternaldepartmentsonissuespertainingtheclientespeciallywhereclientissharedDraftingandcirculationofminutestootherdepartmentsAssessingandimplementingmoreeffectiveoperationalsystems,methods,andresourcesinassistingotherdepartmentstobemoreoperationallyeffectiveLiaisingwithadministrationdepartmentregardingwithdrawals,retirement,deathandbenefitstatementsEnsuringtasksarecompletedtosatisfactionMonitoringandfollowupofinstructionsandinformationrequestsOngoingreviewingandmanagementofteams’wellnessfunds.EnsuringteamsexpensesaremanagedGeneratingoptimalincomeforthebranchEnsuringbudgetsaremetwithincostconstraintsImplementingandassessingactionplanstowardsattainingbudgetsandtargetssetRequirements
RelevantBachelor’sDegreeorequivalentFAIS compliantandaccredited(Representative)KIanaddedadvantage7-10yearsrelatedexperience,ofwhichatleast3yearsmustbeinamanagementcapacityStrongknowledgeof HealthcareIndustryStrongknowledgeof MedicalSchemesAct,relevantHealthInsuranceActs,FAIS andrelatedlegislationStrongknowledgeofClientServicesThoroughunderstandingoftheoperationalandstrategicbusinessrequirementsalignedtotheregionandclientportfoliosAbilitytomulti-taskanddelegatewhereappropriateStrongbusinessacumenStrongclientServiceOrientationandabilitytointeractwithclients5-7years’experience,inclientservicing,consulting,ormanagingaportfolioofclients,andatleast4inaPeople / TeamManagementrole.Excellent LeadershipandManagementSkillsVacancy end date has expired. You cannot apply for this position
Designation : PP3279 - Consulting Manager KZN Category : Health Consulting - OF2301 Posted by : Alexander Forbes Posted on : 12 Mar 2025 Closing date : 02 May 2025 Location : Durban Purpose of the Job : To manage a team of consultants to ensure execution of services strategy, to generate income from portfolio allocated and to contribute to the profitability for the branch and Alexander Forbes;by providing a professional, quality service and consulting advice to clients; client satisfaction, retention and expansion; through co-ordinating all internal and external contacts; keeping abreast of developments in industry, generating new business for the branch, whilst ensuring at all times that Alexander Forbes’ standards are maintained. Overview :
Keyperformanceareas
Managesandcoordinatesactivitiesofpersonnelinvolvedinperforminginternaloperationsindepartmentorfunctionalareaofafinancialinstitution.Managesaportfolioofclientsandateamofconsultantsservicingtheportfolio.Managesofficeworkflowsystem,incorporatinguseofdataprocessingandcomputerhardwareoptions.Preparesworkschedulesandassignsdutiestooperationspersonneltoensureefficientoperationoffunctionalarea.Reportingviarequiredandspecialreportsonoperatingfunctionsofdepartmentorbranch.Directsemployeetrainingtoimproveefficiencyandensureconformancetostandardproceduresandpractices.Riskawarenessandthemanagementofriskisofvitalimportanceintheposition.Managingaportfolioofclients
Maintainandserviceaportfolioofclientsinyourteaminordertoaddvaluetotheclient,andtoachieveclientsatisfaction,whilstbeingultimatelyresponsibleandaccountableforthemanagingoftheclientportfolioProvideadvicepertainingtomedicalschemesandotherproductsCompileandagreeonyearplanwitheachclientActastheinterfacebetweenmemberandclient,aswellasbetweenclientandotherinternaldepartmentsEnsuredeliveryofservicelevelagreementstoteamclientportfolioClientRelationship
Keepclientupdatedwithdevelopmentsintheemployeebenefitmarket.ConductingpresentationsandworkshopsforBoardofdirectors,members,clients,employeesMaintainingongoingrelationshipswithallclientsFollowingupqueriesandresolvingproblemsofclients,membersandpensionersDailycommunicationandcorrespondencewithclients,bothformalandinformalEnsuringtimeousresponseofclientqueriesandrequestswithintheteamMaintainingexistingclientbase.OngoingclientcontactandinteractionLiaisingwithmedicalschemes,serviceprovidersandotherexternalpartieswhennecessaryKeepingabreastofallindustrydevelopments / self-developmentManagingtheentireprocessofworkflowwithintheportfolioEnsuredeliveryofserviceandcommitmentstotheclientBuildingmaintainingatrustrelationshipwithclientandkeystakeholdersRemainingclientfocusedatalltimesManagement&DevelopmentofSelf&Others
Self : Displaysself-awarenessandinsightintoareasofstrengthanddevelopmentRemainabreastofnewinnovationsandtechnologiesintheHealthCareindustryTeam : Sets,communicatesandimplementsdevelopmentplansforsubordinatesandassessesperformancefordirectreportsProvideshonest&timelyfeedbackondelivery,areasofstrengthandareasforimprovementDriveshighperformanceculture : manageteamperformanceandholdsthemaccountableforresultsActasmentor / coachtofacilitateimprovedemployeeengagementEnsuringteamscompliancerequirementsareconsistentlymetandinternaltrainingisattendedStrategicclientmeetings
AttendingstrategicmeetingsofclientsandchairingifaskedtodosobyclientAttendingmeetingsofteamsclients,wherenecessaryOverallresponsibilityforensuringthestandardofagendapacks,minutesandconsultingadviceismaintainedwithintheteamAttendingotheradhocmeetingsGeneratingnewbusiness
AcquiringnewbusinessandexpandingclientbaseexpandingservicesandproductsprovidedtotheclientFacilitatingandco-coordinatinginternaldepartments
Internalco-ordinationandliaisontoensureultimateclientserviceandattainmentofclientobjectivesDelegationandinstructiontointernaldepartmentsLiaisonandcommunicationwithinternaldepartmentsonissuespertainingtheclientespeciallywhereclientissharedDraftingandcirculationofminutestootherdepartmentsAssessingandimplementingmoreeffectiveoperationalsystems,methods,andresourcesinassistingotherdepartmentstobemoreoperationallyeffectiveLiaisingwithadministrationdepartmentregardingwithdrawals,retirement,deathandbenefitstatementsEnsuringtasksarecompletedtosatisfactionMonitoringandfollowupofinstructionsandinformationrequestsFinancialManagement
Ongoingreviewingandmanagementofteams’wellnessfunds.EnsuringteamsexpensesaremanagedGeneratingoptimalincomeforthebranchEnsuringbudgetsaremetwithincostconstraintsImplementingandassessingactionplanstowardsattainingbudgetsandtargetssetRequirements
RelevantBachelor’sDegreeorequivalentFAIS compliantandaccredited(Representative)KIanaddedadvantage7-10yearsrelatedexperience,ofwhichatleast3yearsmustbeinamanagementcapacityStrongknowledgeof HealthcareIndustryStrongknowledgeof MedicalSchemesAct,relevantHealthInsuranceActs,FAIS andrelatedlegislationStrongknowledgeofClientServicesThoroughunderstandingoftheoperationalandstrategicbusinessrequirementsalignedtotheregionandclientportfoliosAbilitytomulti-taskanddelegatewhereappropriateStrongbusinessacumenStrongclientServiceOrientationandabilitytointeractwithclients5-7years’experience,inclientservicing,consulting,ormanagingaportfolioofclients,andatleast4inaPeople / TeamManagementrole.Excellent LeadershipandManagementSkillsVacancy end date has expired. You cannot apply for this position The company's approved employment equity plans and targets will be considered as part of the recruitment process. As an equal opportunities employer, we actively encourage and welcome people with disabilities.
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