Employee Benefits Consultant

Marsh; Cape Town; Hybrid; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Hybrid work model

Excellent benefits coverage

Learning and mentoring programs

Internal mobility opportunities

Job summary

Marsh in Cape Town seeks an experienced Employee Benefits Consultant to support retirement fund consulting and administration for a portfolio of clients. The role requires building strong client relationships, adhering to SLAs, and contributing to annual client plans.

The successful candidate will join an established, global firm with hybrid work. High attention to detail, English proficiency, and a valid driver’s license are essential.

Qualifications

• Experience in retirement fund consulting or retirement administration.
• Clear and concise oral and written communication skills.
• Proficient in Microsoft Office tools (Outlook, Word and Excel).
• RE 05 (Representatives Exam) - Passed.
• FAIS compliant.
• Business-level proficiency in English; Afrikaans advantageous.
• Valid driver’s license and own transport.

Responsibilities

• Assist the Client Executive in consulting to a portfolio of clients.
• Ensure Service Level Agreements (SLAs) are on file for all clients and provide services in line with SLA.
• Develop an annual year plan for each client with Client Executive and ensure deliverables.
• Prepare agendas for management committee meetings and ensure distribution in line with SLA.
• Attend management committee meetings and other ad hoc meetings with the Client Executive.
• Draft accurate and complete minutes of meetings for review by the Client Executive and distribute in line with SLA.
• Ensure matters arising from meetings are actioned timeously.
• Assist Client Executive with requesting quotations and drafting reports.
• Ensure timely response to queries.
• Present at member induction sessions and keep attendance register.
• Attend regular meetings with administrators/service providers.
• Negotiate with insurers/service providers where required.
• Attend regular meetings with team to discuss workflow and problem areas.
• Provide appropriate advice, excellent client service and project management to ensure smooth running of the client base.
• Assist Client Executive to establish strong relationships with key decision makers, management committee members and service providers.
• Ensure client contact details are accurate.
• Updating of internal systems.

Skills

Retirement fund consulting

Education

RE 05 Passed

FAIS compliant

Tools

Microsoft Office (Outlook, Word, Excel)

Job description

Marsh has a fantastic opportunity for an experienced Employee Benefits Consultant to join our team based in Cape Town. The Employee Benefits Consultant position offers an exciting challenge and career opportunity for someone with a proven background within retirement fund consulting or retirement administration looking to join an established team within a market leading insurance broker. This is a full-time role and you must be able to attend the office a minimum of 3 days a week including Monday, Tuesday & Wednesday.

What can you expect?

• An opportunity to join an established and client focused team
• Being trained and coached on the processes and systems
• A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment
• To build and maintain an excellent rapport with our clients, providers and colleagues across the Group

What you will be rewarded with?

• An international well-established company with a strong brand and strong results to match.
• Attractive benefits coverage, outstanding learning and mentoring programs, and internal mobility opportunities.
• Stable employment and hybrid working model (3 compulsory days on-site)

We will rely on you to:

• Assist the Client Executive in consulting to a portfolio of clients.
• Ensure Service Level Agreements (SLAs) are on file for all clients and provide services in line with SLA.
• Together with the Client Executive, develop an annual year plan for each client and ensure adherence to deliverables.
• Prepare agendas for management committee meetings and ensure distribution in line with SLA.
• Attend management committee meetings and other ad hoc meetings together with the Client Executive.
• Draft accurate and complete minutes of meetings for review by the Client Executive and distribute in line with SLA.
• Ensure matters arising from meetings are actioned timeously.
• Assist Client Executive with requesting quotations and drafting reports.
• Ensure timeous response to queries.
• Present at member induction sessions and keep attendance register.
• Attend regular meetings with administrators/service providers.
• Negotiate with insurers/service providers where required.
• Attend regular meetings with team to discuss workflow and problem areas.
• Provide appropriate advice, excellent client service and project management to ensure the smooth running of the client base.
• Assist Client Executive to establish strong relationships with key decision makers, management committee members and service providers.
• Ensure client contact details are accurate.
• Updating of internal systems.

What you need to have:

• Experience in a retirement fund consulting/administration role
• Clear and concise oral and written communication skills
• Proficient in Microsoft Office tools (or equivalent) – Outlook, Word and Excel
• RE 05 (Representatives Exam) - Passed
• FAIS compliant
• Business-level proficiency in English is required. Proficiency in Afrikaans is advantageous.
• Valid driver’s license and own transport

What makes you stand out?

• Strong numerical skills, networking skills, problem solving capabilities and ability to handle difficult negotiations and influence stakeholders
• Excellent organization skills and interpersonal skills.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are also committed to providing reasonable support to any candidate with a disability to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [e-mail] to discuss any specific needs.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.