To apply, click on the link at the end of the posts and all the best with your applications.
Designation: PP0753 – Application Owner
Category: Technology – OF6302
Posted by: Alexander Forbes
Posted on: 09 Jan 2025
Closing date: 23 Jan 2025
Location: Sandton
Purpose of the Job:
Responsible for support in the Finance area. This support entails business analysis, development, testing, troubleshooting and other ad-hoc tasks as required by the Application Manager. Primarily: Conduct system administration, and provide system support to business users to eliminate key man dependency and manage all testing and administration on the system.. To develop, produce and test the source code for new or modified software components, modules or programs. To aid the other team members of the team with tasks and in the meeting of team requirements and duties. This person is required to be a team player, show commitment and operate in a professional manner when dealing with the customer and other team members.
Overview:
Education
Matric – Essential
IT Diploma or studying towards – Advantageous
Experience
Minimum 5 years’ experience in SQL development/ application administration – Essential
Knowledge of databases, web services, APIs
Agile ways of work
Fundamental understanding of DevOps discipline
Experience with Financial System troubleshooting
High level working knowledge of computer networking, software installation and administration; IT Operational experience is advantageous
Knowledge of SQL – Essential
Understanding of relational databases, software API’s, technical documentation
Key performance areas
Holistic management of application.
Audit compliance
Risk mitigation/management
Disaster Recovery
Application monitoring (reporting; supported hardware and OS; troubleshooting)
Management of applications on Group Technology Repository
Operational support
Develop professional relations with all stakeholder teams, business, and vendors
Technical support problem resolution related to networks, servers, desktops, database management software, operating systems, and business application software systems
Co-ordinate system changes as per the change management process
Prepare all documentation as required according to guidelines and best practice
Compile test plans, test and document test outputs, manage any changes
Manage and implement processes, protocols and procedures, ensuring compliance with zero audit findings
Monitor the roll-out of new software applications or upgrades to existing applications
Active involvement in recommendations on whether to upgrade the existing systems or install new ones
Active involvement in ensuring proper change and governance processes is followed for all requested changes
Ability to make decisions on backlog items and sprint planning in collaboration with product owner
Ability to put together business reports relating to application performance
Comply with Group IT Policies and Procedures. This can include standards for quality, data security and compliance (SAS 70)
Business management
Knowledge sharing (includes Information Management)
Ability to translate business requirements to platform roadmap
A thorough understanding of the business and an ability to assess business requirements
Ability to analyse structure; flow of work and data
Disaster recovery
Ensure the technical information pertaining to the applications that your team is responsible for, is kept complete and updated on the Group Technology Repository. This includes architectural diagrams, SOPs, landscape diagrams, ownership information, application tier etc.
Actively liaise with DR team to book applications for DR tests based on application tier. Ensure that test frequency based on the tier is adhered to.
Competencies required
Business skills
Adaptability and Flexibility
Operations management
Complexed problem solving
Analytical Skills
Detail orientated
Report writing
Excellent communication skills both writing and oral
Negotiations skills
Time Management
Tracking and reporting on operational performance
Maintaining policy and procedure documents
Project Management
Business relations
Decision Making and Judgement
Process Management
Functional skills
Accountability and Dependability
Planning and Organising
Problem Solving
Attention to detail
Effective prioritisation
Customer Focus
Leadership skills
Change Management
Coaching and Mentoring
Driving Performance
Resilience
Motivating and Inspiring
People skills
Collaboration and Partnering
Effective Communication
Team Effectiveness
Developing Others
Empowering Others
Core competencies
Change ability
Commercial Acumen
Business transformation thinking
Creative and Innovative Thinking
Initiative
Learning Agility
Designation: PP1477 – Consultant
Category: Health Consulting – OF2301
Posted by: Alexander Forbes
Posted on: 14 Jan 2025
Closing date: 21 Jan 2025
Location: Sandton
Purpose of the Job:
The purpose of the job is to implement, manage and monitor the healthcare strategy for clients, ensure client retention, provide professional and exceptional quality of service at all times as per agreed service level agreement. In conjunction with Consulting Manager provide strategy for expansion on uncovered membership, as well as identify new business opportunities and secure the additional revenue. Keep abreast of developments in industry and share these with clients. Effectively run own portfolio of clients with guidance from the Consulting Manager.
Overview:
Key performance areas:
Manage medical scheme membership retention
New business growth
Client satisfaction and customer orientation
Integrated value proposition and collaborations across the broader AF Group divisions
Client management and consulting
Building strategic partnerships
Ensuring compliance to internal processes and industry bodies
Financial
Maintaining existing client base
Ensuring services offered to clients and that are signed off by Consulting Manager do not exceed income as per P&L
Identify new business opportunities, growth, new business and cross selling opportunities within client base
Promote cross-selling initiatives within AF
Updating Consulting Manager on changes to client base
Notify Consulting Manager and compliance officer on errors/omissions that may lead to AFH being held accountable
Manage costs within your control, including costs relating to travel, accommodation, telephone and printing.
Ensuring confirmation of income is done quarterly for all clients
Notifying Consulting Manager of expenses to be incurred
Managing client wellness fund budget where applicable
Clients
In consultation with Consulting Manager
Consulting and reporting
Preparing and presenting changes to the client’s current medical scheme that could affect them as an employer as well as their individual employees.
Provide advice to the employer pertaining to benefits, legislation and pending changes which could impact on each particular scheme.
Ensure that the client’s health care arrangements remain competitive and cost effective and appropriate for the client and the profile of employees.
Negotiating on behalf of employers with schemes (window periods, reviewing of underwriting status)
Planning and implementing Health/Wellness Days
Monitoring and ensuring resolution of client queries and the checking and processing of new member application forms, sent to the service hub
Monitoring of tracking report regarding outstanding member application forms
Compile all client reports, Year End Feedback report, Mid-Year Report, Market Review, Review of Health care policy and subsidy review.
Communication and training
Compilation of HR Packs, induction presentations, creating and customizing presentations for client’s specific needs.
Facilitating the setup of intranet sites as and when required
Compilation and distribution of member communication relating to year end, intervention letters and scheme changes
Conducting presentations and workshops for employer contacts, members and employees at year end and during the year as needed.Distribution of induction material
Management of client email queries and incoming telephone calls and ensuring resolution
Daily communication and correspondence with clients, both formal and informal
Billing
Facilitation of billing reconciliations if required by client
Provide payroll contact training as and when required and maintain relationships
Meetings
Drafting and circulation of minutes after each meeting to company contacts. Minutes must be signed off by client prior to filing
Ensuring tasks assigned on minutes are completed in agreed timeframe and to clients satisfaction
Management of client expectations, maintaining pro-active relationships and remaining client focused at all times
Compliance to internal processes
Adherence to compliance as set out in company compliance manual and consultants manual
Act as the interface between member and client
Compile and agree on Year Planner with client and ensuring that services offered are met.
Complying to delivering service and commitments to the client thus building maintaining a trust relationship with client
Act as the interface between the client and third parties i.e. schemes, council etc.
Internal office administration i.e. ongoing updating of client data bases/client activity list, distribution lists, Quarterly Magazines, Newsletters, etc.
Ensuring that relevant invitations are extended to the correct contact people – i.e. Hot Topics, Employer Seminars, and CEO Breakfasts etc. are extended and issued and followed up on timorously to clients. Keeping Senior Consultants informed of all developments within the client base.
General administration, filing and updating on Sharepoint. Electronic storing of minutes, FNA, file notes and reports etc.
Adhering to scheme champion protocols and guidelines
Project Management
Contribution to business development/projects/initiatives
Year end project planning participation including the preparation of client communication, presentations conducted and reports presented
People
Self-development
Maintain knowledge, and keep abreast of changes, in the medical schemes’ industry.
Attend required internal forums and training courses.
Maintaining necessary NQF Level credits
Alignment with a senior person for advice and assistance (not necessarily consulting manager) for mentorship.
Requirements
Relevant Bachelor’s Degree or equivalent or 3-year diploma
FAIS Accredited (120 Credits NQF Level 5) 3-year degree/diploma – Desirable
Specific subjects required in qualification Long Term Category A, Short Term Personal Lines, Health Benefits – Essential
Passed Regulatory Exams
3 years experience in Healthcare Industry
2 years’ experience in consulting to clients in a healthcare brokerage
Healthcare Industry, Product and legislative knowledge
Client management knowledge
Driver’s license – essential, willing to travel
Professional Membership or Registration
CMS
FSB
Designation: PP3127 – Service Consultant
Category: Health Consulting – OF2301
Posted by: Alexander Forbes
Posted on: 13 Jan 2025
Closing date: 23 Jan 2025
Location: Stellenbosch
Purpose of the Job:
The purpose of the job is to assist a Senior Consultant in delivering a professional and excellent quality of service and consulting advice to clients, in accordance with the Service level agreement and year planner. Ensuring the highest quality of client/member satisfaction through continuous relationship building at an employer and member level, and thereby ensuring client retention, taking into consideration the prevailing Alexander Forbes Health approach, which is currently guided by our “SERVE Model”. Financial
Overview:
Manage costs within your control, including costs relating to travel, accommodation, telephone and printing.
Ensuring confirmation of income is done quarterly.
Identify growth, new business and cross selling opportunities within client base.
Notifying Consulting Manager of expenses to
Clients
Ensure SLA is in place and adhered to.
Ensure client retention.
Remaining client focused at all times, and ensuring that you are results and solution focused and follow through timeously.
Billing:
Billing Reconciliations knowledge and experience essential.
Provide payroll contact training as and when required and maintain relationships. Provide admin manuals.
Ensuring that all queries raised by the members and payroll are resolved.
Communication & Training:
Ongoing member contact, interaction and the maintenance of relationships.
Conducting presentations and workshops for employer contacts, members and employees at year end and during the year as needed. Distribution of induction material.
Establish and maintain strong relationship with both the client and the relevant scheme/s.
Handling client calls and queries timeously
Compilation and distribution of member/client communication when required.
Preparation of relevant material for induction sessions.
HR/Payroll training on scheme administration processes.
Daily communication and correspondence with clients, both formal and informal.
Other:
Monitoring and follow through outstanding member application forms, as well as monitoring of tracking report.
Planning and implementing Health/Wellness Days.
Escalate and resolve problematic member queries.
Identifying areas were process failure and client dissatisfaction exists and develops strategies/solutions in conjunction with Senior Consultant to address these matters.
Remaining client focused at all times, and ensuring that you are results and solution focused and follow through timeously.
Identify key areas of concern with regards to affordability/benefits on both member/employer level.
Drafting and circulation of minutes after each meeting to company contacts. Minutes must be signed off by client prior to filing.
Compliance to internal processes
Ensuring that standard documents i.e. file notes, FNA’s and minutes of meetings are issued timeously as per consultants manual
Adherence to SLA deadlines.
Support consultant in preparation of reports and proposals.
Delivering of service and commitments to the client thus building maintaining a trust relationship with client.
Act as the interface between member and client.
Act as the interface between the client and third parties i.e. schemes, council etc.
Internal office administration i.e. ongoing updating of client data bases / client activity list, distribution lists, Quarterly Magazines, Newsletters, etc.
Adherence to compliance as set out in company compliance manual and consultants’ manual.
Ensuring that relevant invitations are extended to the correct contact people – i.e. Hot Topics, Employer Seminars, and CEO Breakfasts etc. are extended and issued and followed up on timorously to clients. Keeping Senior Consultants informed of all developments within the client base.
General administration, filing and updating on Sharepoint. Electronic storing of minutes, FNA, file notes and reports etc.
Updating of Complaints and gift register
Responsibility to client and Consulting Manager / Senior consultant with regards meetings etc.
Project Management
Year end project planning participation including the preparation of client communication, presentations conducted and reports presented
People
Attend required internal and external forums and training courses.
Maintaining necessary NQF Level credits
Alignment with a senior person for advice and assistance (not necessarily Consulting Manager) for mentorship.
Maintain knowledge of the healthcare industry and keep abreast of changes
Requirements:
Matric,
Accredited with CMS and FSB
NQF 5
Regulatory Examination 1
Relevant Degree or equivalent (an advantage)
2 – 3 years’ experience in a healthcare brokerage
Healthcare industry, product and legislative knowledge
Driver’s license – essential, willing to travel
Professional Membership or Registration: CMS FSB
Designation: PP3923 – Drafter
Category: Product Management – OF4302
Posted by: Alexander Forbes
Posted on: 25 Jun 2024
Closing date: 28 Feb 2025
Location: Johannesburg
Purpose of the Job:
Drafting special rules in line with the legislative framework; negotiate with regulators and clients with regard to outstanding and problematic submissions and ensuring registration/approval of the rules with the regulator; and managing and developing staff reporting to the role.
Overview:
Level Summary
Understanding and applying relevant legal requirements specifically in the drafting of rules.
Keep abreast of new legislation, both in South Africa.
Providing holistic solutions to internal and external clients with regards to fund.
Interact and maintain good relations with consulting platform and installations team.
Comply with company policies and procedures of the business.
Provide documentation that is clear, unambiguous and in line with the legislative requirements.
Providing Support to Senior Umbrella Drafters
The Junior Drafter will be responsible for providing drafting services to the business and its clients as follows:
Receiving task through the departmental workflow.
Seeking clarification/ further information from Consultant(s) to ensure that clients’ expectations as well as all legal requirements are met.
Complete drafts accurately 1st time and within the prescribed time frames.
Understanding the legal framework, the requirements of the regulator, AF Administrative practices, and AF Consulting advice to ensure drafting meets all requirements.
Responding to the regulators’ queries and demonstrating an understanding of the legal framework.
Ensure End to End drafting process is completed, that is, complete drafting, obtain signatures, submission to the regulator and obtain registration/approval of the rules.
Update and maintain workflow records.
Key Performance Areas:
Drafting Rules
Understanding the legal framework, regulator’s requirements, AF Administrative practices and AF Consulting advice to ensure drafting meets all requirements.
Liaising with consultants and the regulator to ensure successful resolution of queries.
Drafting Rules
Complete all allocated drafting requests within the target date.
Update the workflow system on progress for the task.
Asses drafting requests and allocate to the appropriate team member.
Requirements:
Minimum 2 years’ experience in Employee Benefits
Minimum 3 years’ experience as a Rules Drafter
Understanding the Retirement Funds legal framework
Intermediate knowledge of MS Word
Extensive knowledge about Retirement Funds
Advance knowledge of legislation impacting Retirement Funds
Designation: PP3976 – Team Leader
Category: Ops & Admin – OF6310
Posted by: Alexander Forbes
Posted on: 15 Jan 2025
Closing date: 22 Jan 2025
Location: Sandton
Purpose of the Job:
To review and ensure quality of work within a team is processed according to procedure and legislation within a Funds SLA and to assist team with complex queries and to be the back up in managers absence for ensuring deliverables in the team are met. To ensure that you are able to attend client meetings and explain and present complex queries in the event that your immediate manager is unable to attend. To grow and mentor staff and to deal with any disciplinary issues that may arise.
Overview:
Education
Matric – Essential
Diploma in Financial Planning / Retirement Funds or equivalent – Essential
Experience
5 years minimum of retirement fund administration experience
Supervisory experience, checking and monitoring – 3 years minimum. Must have experience in all aspects of fund administration and not specialized functions
Key performance areas
Manage errors and omissions
Drive reduction in E&O’s by following of processes and ensuring controls are in place to mitigate the risk of E&O’s
Manage Budgeting Processes incorporating managing headcount, annual fee increases for admin only clients, revenue leakage and billing opportunities
Addressing fee increases with admin only clients to secure at least a CPI increase annually
Looking critically at staffing needs whether replacement is necessary or not, looking at hiring needs and vs costs of appointments
Ensuring billing opportunities are addressed where work out of SLA is required
Achieve average of 8 on NPS across Funds
Review action items on NPS feedback from clients, aim for score of 8 or higher by servicing clients correctly.
Reduction in escalations from clients by monitoring and driving SLA in team
Addressing non-responses to queries with staff, following up and ensuring client queries are dealt with to maintain service levels
Increase in the number of tasks processed that require no manual intervention from AF resources
Engaging with clients on Khulisa adoption. Getting them registered.
Ensuring manual processing is limited
Data cleanup themes on member & fund level identified and plans in place to correct.
Ensuring monthly health checks on performed, clean up of data, members with negative balances, monitoring members with money in the bank account to mitigate risks of E&O’s
Ensuring operational excellence of all processes by maintaining and managing oversight of the team
Operational Excellence in respect of managing and oversight of:
·- Bills Process
·- Collections of deposits of other income
·- Claims Process
·- Communications and reporting to clients
·- Production of YE checklists
·- Production of Benefit statements
·- Responding to and clearing HSI’s
Ensuring the team carries out their roles accordingly in line with expectations
People perspective
Putting career paths in place for team. Training, development, sharing of knowledge to upskill team
Hiring in terms of transformation policies
Deal with any disciplinary issues
Competencies required
Adaptability and Flexibility
Business relations
Decision Making and Judgement
Process Management
Accountability and Dependability
Planning and Organizing
Problem Solving
Customer Focus
Collaboration and Partnering
Communication
Designation: PP4157 – Admin Specialist AF Access (Contributions)
Category: Ops & Admin – OF6310
Posted by: Alexander Forbes
Posted on: 20 Jan 2025
Closing date: 27 Jan 2025
Location: Sandton
Purpose of the Job:
To ensure smooth and efficient daily operations of a business unit. The specialist’s responsibilities may vary depending on the business area ensuring optimizing processes, tracking of work output and procedures to achieve maximum efficiency, and ensuring deliverables are met. To review and ensure quality of work within a specific portfolio of funds / clients (specialization may be applicable) within a team and work is processed according to procedure and legislation within a Funds SLA and to assist team with complex queries.
Overview:
Education
Matric – Essential
Retirement Funds / Certificate in Retirement Funds / Certificate in Financial Planning or equivalent – Advantageous
Experience
Minimum 5 years of experience processing Umbrella retirement funds – Essential
3 years minimum in a supervisory capacity within a retirement fund administration environment – Essential
Key performance areas
Manage Errors and Omissions
Drive reduction in E&O’s by following of processes and ensuring controls are in place to mitigate the risk of E&O’s
Achieve average of 8 on NPS across Funds
Review action items on NPS feedback from clients, aim for score of 8 or higher by servicing clients correctly.
Reduction in escalations from clients by monitoring and driving SLA in team
Addressing non-responses to queries with staff, following up and ensuring client queries are dealt with to maintain service levels
Increase in the number of tasks processed that require no manual intervention from AF resources
Adoption of Horizon workflow processes, ensuring bills and claims are processed through Horizon
Ensuring manual processing is limited
Data cleanup themes on member & fund level identified and plans in place to correct.
Ensuring monthly health checks on performed, clean-up of data, members with negative balances, monitoring members with money in the bank account to mitigate risks of E&O’s
Ensuring operational excellence of all processes by maintaining and managing oversight of the team
Operational Excellence in respect of checking and reviewing in line with business best practices and procedures and Funds Service level standards
Bills Process
Collections of deposits of other income
Claims Process
Communications and reporting to clients
Production of YE checklists
Production of Benefit statements
Responding to and clearing HSI’s
People perspective
Ensuring Company policies are read and kept up to date
Applying new legislation and ensuring training and knowledge is kept up to date to pass on required skills within the team
Engaging with team on a weekly basis to ensure work is being followed up on and completed within required timeframes.
Competencies required
Adaptability and Flexibility
Business relations
Decision Making and Judgement
Process Management
Accountability and Dependability
Planning and Organising
Problem Solving
Customer Focus
Designation: PP4214 – Product Specialist
Category: Product Development – OF4301
Posted by: Alexander Forbes
Posted on: 20 Jan 2025
Closing date: 27 Jan 2025
Location: Sandton
Purpose of the Job:
The role aims to support and facilitate the activities of Alexforbes’ South African and Jersey Unit Trust businesses, as well as the broader retail investment business. The primary objective is to deliver top-tier collective investment scheme solutions to Alexforbes corporate and retail clients while contributing to the company’s revenue and growth targets in alignment with its budget plans. In this position, you will monitor, report on, and provide insights into portfolio performance and consumption, track competitor performance and industry trends, and assist key internal teams in developing product ideas as well as managing of existing products.
Overview:
Market and Trend Analysis (Research)
Run ongoing analysis on competitors, performance, flows, trends, and keep an updated library of information on competitors.
Understand client and business needs and ensures products and services meets these needs
Consolidate data across multiply data sources to manage the reporting requirements of the department
Build and maintain a sound knowledge base of investment matters.
Keep abreast of changes in investment industry and regulatory changes.
Assist in technical research on topical investment issues to produce research papers including on competitors.
Assist in analysis of existing Target Market Segment for opportunities.
Assist in market research on new products, changing customer needs and distribution channels.
Assist with Technical Marketing related thought pieces or thematic research, copy writing and design process.
Product development and product management
Assist with deliverables relating to the product development pipeline.
Assist in coordinating the launch / closure of new local and global unit trusts / funds, and the changes to existing unit trusts / funds.
Assist and support the Legal and Compliance teams in preparation of regulator submissions for new CIS launces.
Assist in preparation of marketing and communication plans for new products.
Assist client-facing teams and investment specialists with client presentations on new products.
Assist in preparation, testing, implementation and communication of pricing structures.
Analyse and assess the profitability of investment products, including post-launch reviews of a new product.
Answer queries from advisers.
Prepare reporting for internal committees and relevant Board meetings.
Product Development Process Governance
Assist in updating, publishing and communicating policies and procedures.
Ensure adherence to all processes and policies.
Assisting product owners to complete the correct approval templates and processes.
Self-development
Attending conferences/ seminars, providing feedback to business on events attended.
Passing relevant professional qualifications.
Successful time management, self-management and delegation where appropriate.
Requirements:
Bachelor’s Degree / Honors: Finance (anything investments related, i.e. accounting, financial management, BCom, actuarial science, etc.)
5 – 10 years experience in Finance and Investments
Strong understanding of CISCA regulations
Strong analytical and problem-solving skills
Excellent communication and presentation skills
Strong organizational and project management skills
Effective communication of trends/outputs with stakeholders
Ability to translate data insights into actionable business recommendations
We wish you all the best with your applications
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…