Specialist Administrator : Business Development
Job Description
The purpose of this role is to support the New Business Development department in achieving its targets by analysing data to identify trends, driving process improvements, and enhancing customer satisfaction through innovative solutions and insightful reporting. The role involves collaborating closely with internal teams and clients to ensure the efficient coordination and smooth running of the department, while providing practical and effective solutions to challenges. It also requires ensuring that escalations are resolved promptly with the appropriate level of expertise, maintaining high standards of quality assurance across all reports and documentation, and fostering strong stakeholder relationships through clear communication, timely feedback, and effective management of client queries.
Responsibilities- Organize and coordinate meeting schedules for the new business development team on a weekly basis, including external and internal clients.
- Attend and coordinate all administrative or other queries from clients daily and allocate the queries to the relevant consultant/manager or department within Salt EB.
- Act as the communication link between clients and the new business development team, coordinating the necessary responses to queries and follow ups.
- Send necessary risk quote requests to the different insurance companies and analyze and coordinate the different risk quotes in accordance with the company policies.
- Follow up and liaise with different risk providers regarding outstanding quotations, using the SLA as a guideline to ensure providers act within specified periods.
- Submit the risk quotes to the relevant consultant/manager for approval and document the reasoning for the proposed risk benefits. Compile cost comparisons for clients regarding different risk providers and benefits, ensuring the comparisons meet a standard suitable for presentation to the client.
- Compile a Salt EB administration proposal on the quote system and submit for manager approval.
- Send approved administration proposal to client and secure a follow up date with client.
- Communicate and coordinate monthly meetings with the different insurance companies and communicate any changes in benefits to the new business development team.
- Build and develop relationships with external and internal clients and bring any needs identified to the attention of the manager.
- Schedule board meetings and coordinate dates in conjunction with the relevant Fund Consultant.
- Assist in the preparation of board meetings and board packs, ensuring they are sent to all relevant parties within the agreed SLA.
- Send minutes to all board members and follow up on any outstanding issues related to the minutes.
- Coordinate weekly reports from consultants/managers and prepare and send them to Salt EB Executive.
- Organize venues for meetings and any events that the new business development team needs to attend.
- Assist consultants/managers with flight, accommodation, car rental, and other arrangements for meetings across the country, submitting to the relevant authorized person for authorization and finalization.
- Maintain general administration, filing, and updating.
- Complete proposal document and member summary for Salt EB within 48 hours after receiving all necessary information. Address any queries regarding outstanding requirements within 24 hours after receiving information.
- Ensure the attendance list is completed and filed according to FAIS requirements and that all parties meet FAIS requirements.
- Write reports as necessary.
- Perform daily administration to ensure efficient running of schemes.
- Keep records of all written communication with clients and internal departments.
- Assist with the coordination of external marketing events and their logistics.
- Assist with the supply and distribution of marketing material.
- Assist with the development of an events calendar with the marketing team.
- Attend industry events and networking sessions, as approved by the executives.
- Introduce client relations consultant to client, explain the process, and define the roles of each individual in managing the fund.
- Participate in work forums created by the employer such as Occupational Health and Safety and Employment Equity.
- Maintain and improve communication within the team to increase its efficiency and quality of work, completed in writing and followed up telephonically.
- Relevant Bachelor's Degree
- 3 years' experience in a similar position
- EB experience
About This Role
Career insights for Market Research Analysts and Marketing Specialists positions