Salary: Market Related Job Type: Permanent Sectors: Insurance General Reference: 197260 Job Type: Permanent Sectors: Insurance General Reference: 197260 Sectors: Insurance General Reference: 197260 Reference: 197260
Vacancy DetailsEmployer: NBC Holdings
IntroductionNBC Holdings is a leading force in the South African employee benefits arena, providing a comprehensive range of employee benefits, products and services to our valued clients.
We are looking for a Portfolio Manager to manage a portfolio of Funds and Clients, ensuring Service Level Agreements are met, and obtain client and member satisfaction. The Portfolio Manager will act as the client facing representative of the company regarding all administration matters. Duties & Responsibilities:
Client Relationship ManagementReduce client escalations by monitoring SLA compliance in conjunction with the Head of Claims and Head of Contributions. Prepare, communicate and present accurate, complete and professional reports and information timeously to clients and Trustees. Prepare for and attend Trustees Meetings. Create and communicate meeting minutes. Maintain client satisfaction within scope of responsibility. Problem solve any client escalations promptly and put measures in place to ensure such instances are not repeated. Manage client queries promptly. Ensure investments and disinvestments are made timeously. Promote online claim submissions and eContributions where possible. Identify roadblocks and assist clients in removing it. Meet regularly with Employers, Consultants, Trustees to maintain working relationships and to address any problems, changes in legislation, administrative procedures etc. Experience and QualificationsMinimum 5 years of management or supervisory experience in the Employee Benefits (EB) Industry in Retirement Funds. A completed commercial degree in Accounting, Financial Planning, Law or similar will be advantageous. Completed EB Industry-specific courses/programmes preferable. Intermediate level of computer skills in MS Word, Excel, PowerPoint and Teams. RE5 Knowledge, Skills and BehavioursStrong knowledge Client ServicesStrong knowledge of Retirement Provident Fund Rules, general Client SLAs, Pension Funds Act, FSCA regulations, Retirement Fund taxation, POPIA and data privacy requirements, Governance frameworks and trustee reportingEverest or similar claims processing system knowledge and skillsClient CentricAnticipate and manage changeComfortable building relationships and networking at all levelsAction orientatedGood problem solving skillsOrganisedPlanningExcellent communication skills, both written and verbalInfluentialPresentation skillsReport writing skillsIntegrity and professionalismPackage & RemunerationMarket RelatedMedical AidProvident FundGroup Life
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