Consulting Manager, Durban

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,whilstbeingultimatelyresponsibleandaccountableforthemanagingoftheclientportfolio Provideadvicepertainingtomedicalschemesandotherproducts CompileandagreeonyearplanwitheachclientActastheinterfacebetweenmemberandclient,aswellasbetweenclientandotherinternaldepartments Ensuredeliveryofservicelevelagreementstoteamclientportfolio ClientRelationship Keepclientupdatedwithdevelopmentsintheemployeebenefitmarket. ConductingpresentationsandworkshopsforBoardofdirectors,members,clients,employeesMaintainingongoingrelationshipswithallclients Followingupqueriesandresolvingproblemsofclients,membersandpensioners Dailycommunicationandcorrespondencewithclients,bothformalandinformal Ensuringtimeousresponseofclientqueriesandrequestswithintheteam Maintainingexistingclientbase. OngoingclientcontactandinteractionLiaisingwithmedicalschemes,serviceprovidersandotherexternalpartieswhennecessary Keepingabreastofallindustrydevelopments/self-development Managingtheentireprocessofworkflowwithintheportfolio Ensuredeliveryofserviceandcommitmentstotheclient BuildingmaintainingatrustrelationshipwithclientandkeystakeholdersRemainingclientfocusedatalltimes Management&DevelopmentofSelf&Others Self :Displaysself-awarenessandinsightintoareasofstrengthanddevelopment RemainabreastofnewinnovationsandtechnologiesintheHealthCareindustry Team: Sets,communicatesandimplementsdevelopmentplansforsubordinatesandassessesperformancefordirectreports Provideshonest&timelyfeedbackondelivery,areasofstrengthandareasforimprovement Driveshighperformanceculture:manageteamperformanceandholdsthemaccountableforresults Actasmentor/coachtofacilitateimprovedemployeeengagement Ensuringteamscompliancerequirementsareconsistentlymetandinternaltrainingisattended StrategicclientmeetingsAttendingstrategicmeetingsofclientsandchairingifaskedtodosobyclient Attendingmeetingsofteamsclients,wherenecessary Overallresponsibilityforensuringthestandardofagendapacks,minutesandconsultingadviceismaintainedwithintheteam Attendingotheradhocmeetings Generatingnewbusiness AcquiringnewbusinessandexpandingclientbaseexpandingservicesandproductsprovidedtotheclientFacilitatingandco-coordinatinginternaldepartments Internalco-ordinationandliaisontoensureultimateclientserviceandattainmentofclientobjectives Delegationandinstructiontointernaldepartments Liaisonandcommunicationwithinternaldepartmentsonissuespertainingtheclientespeciallywhereclientisshared DraftingandcirculationofminutestootherdepartmentsAssessingandimplementingmoreeffectiveoperationalsystems,methods,andresourcesinassistingotherdepartmentstobemoreoperationallyeffective Liaisingwithadministrationdepartmentregardingwithdrawals,retirement,deathandbenefitstatements Ensuringtasksarecompletedtosatisfaction MonitoringandfollowupofinstructionsandinformationrequestsOngoingreviewingandmanagementofteams’wellnessfunds. Ensuringteamsexpensesaremanaged Generatingoptimalincomeforthebranch Ensuringbudgetsaremetwithincostconstraints Implementingandassessingactionplanstowardsattainingbudgetsandtargetsset Requirements RelevantBachelor’sDegreeorequivalent FAIS compliantandaccredited(Representative)KIanaddedadvantage7-10yearsrelatedexperience,ofwhichatleast3yearsmustbeinamanagementcapacity Strongknowledgeof HealthcareIndustry Strongknowledgeof MedicalSchemesAct,relevantHealthInsuranceActs,FAIS andrelatedlegislation StrongknowledgeofClientServices ThoroughunderstandingoftheoperationalandstrategicbusinessrequirementsalignedtotheregionandclientportfoliosAbilitytomulti-taskanddelegatewhereappropriate Strongbusinessacumen StrongclientServiceOrientationandabilitytointeractwithclients 5-7years’experience,inclientservicing,consulting,ormanagingaportfolioofclients,andatleast4inaPeople/TeamManagementrole. Excellent LeadershipandManagementSkills

Vacancy 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,whilstbeingultimatelyresponsibleandaccountableforthemanagingoftheclientportfolio Provideadvicepertainingtomedicalschemesandotherproducts CompileandagreeonyearplanwitheachclientActastheinterfacebetweenmemberandclient,aswellasbetweenclientandotherinternaldepartments Ensuredeliveryofservicelevelagreementstoteamclientportfolio ClientRelationship Keepclientupdatedwithdevelopmentsintheemployeebenefitmarket. ConductingpresentationsandworkshopsforBoardofdirectors,members,clients,employeesMaintainingongoingrelationshipswithallclients Followingupqueriesandresolvingproblemsofclients,membersandpensioners Dailycommunicationandcorrespondencewithclients,bothformalandinformal Ensuringtimeousresponseofclientqueriesandrequestswithintheteam Maintainingexistingclientbase. OngoingclientcontactandinteractionLiaisingwithmedicalschemes,serviceprovidersandotherexternalpartieswhennecessary Keepingabreastofallindustrydevelopments/self-development Managingtheentireprocessofworkflowwithintheportfolio Ensuredeliveryofserviceandcommitmentstotheclient BuildingmaintainingatrustrelationshipwithclientandkeystakeholdersRemainingclientfocusedatalltimes Management&DevelopmentofSelf&Others Self :Displaysself-awarenessandinsightintoareasofstrengthanddevelopment RemainabreastofnewinnovationsandtechnologiesintheHealthCareindustry Team: Sets,communicatesandimplementsdevelopmentplansforsubordinatesandassessesperformancefordirectreports Provideshonest&timelyfeedbackondelivery,areasofstrengthandareasforimprovement Driveshighperformanceculture:manageteamperformanceandholdsthemaccountableforresults Actasmentor/coachtofacilitateimprovedemployeeengagement Ensuringteamscompliancerequirementsareconsistentlymetandinternaltrainingisattended StrategicclientmeetingsAttendingstrategicmeetingsofclientsandchairingifaskedtodosobyclient Attendingmeetingsofteamsclients,wherenecessary Overallresponsibilityforensuringthestandardofagendapacks,minutesandconsultingadviceismaintainedwithintheteam Attendingotheradhocmeetings Generatingnewbusiness AcquiringnewbusinessandexpandingclientbaseexpandingservicesandproductsprovidedtotheclientFacilitatingandco-coordinatinginternaldepartments Internalco-ordinationandliaisontoensureultimateclientserviceandattainmentofclientobjectives Delegationandinstructiontointernaldepartments Liaisonandcommunicationwithinternaldepartmentsonissuespertainingtheclientespeciallywhereclientisshared DraftingandcirculationofminutestootherdepartmentsAssessingandimplementingmoreeffectiveoperationalsystems,methods,andresourcesinassistingotherdepartmentstobemoreoperationallyeffective Liaisingwithadministrationdepartmentregardingwithdrawals,retirement,deathandbenefitstatements Ensuringtasksarecompletedtosatisfaction MonitoringandfollowupofinstructionsandinformationrequestsFinancialManagement Ongoingreviewingandmanagementofteams’wellnessfunds. Ensuringteamsexpensesaremanaged Generatingoptimalincomeforthebranch Ensuringbudgetsaremetwithincostconstraints Implementingandassessingactionplanstowardsattainingbudgetsandtargetsset Requirements RelevantBachelor’sDegreeorequivalentFAIS compliantandaccredited(Representative)KIanaddedadvantage 7-10yearsrelatedexperience,ofwhichatleast3yearsmustbeinamanagementcapacity Strongknowledgeof HealthcareIndustry Strongknowledgeof MedicalSchemesAct,relevantHealthInsuranceActs,FAIS andrelatedlegislation StrongknowledgeofClientServicesThoroughunderstandingoftheoperationalandstrategicbusinessrequirementsalignedtotheregionandclientportfolios Abilitytomulti-taskanddelegatewhereappropriate Strongbusinessacumen StrongclientServiceOrientationandabilitytointeractwithclients 5-7years’experience,inclientservicing,consulting,ormanagingaportfolioofclients,andatleast4inaPeople/TeamManagementrole.Excellent LeadershipandManagementSkills

Vacancy 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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