The purpose of this role is to support the New Business Development department in achieving its targets by analysing data to identify trends, drive process improvements, and enhance 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.

• Organize and coordinate meeting schedules for the new business development team on a weekly basis. These meeting will include external and internal clients which the team deals with daily.
• Attend and coordinate all administrative or any other query 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 and coordinate with them the necessary responses to queries and follow-ups.
• Send through the 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. The SLA must be used as guideline to secure that risk providers act within certain periods.
• Submit the risk quotes to the relevant consultant/manager for approval and document the reason for the proposed risk benefits. Compile cost comparisons for clients regarding different risk providers and benefits. These comparisons must be of such a standard that it can be presented to the client to make an informed decision.
• Compile a Salt EB administration proposal on the quote system and submit for approval by manager.
• Send approved administration proposal to client an 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.
• Building and develop relationships with external and internal clients and bring any need hat has been identify to the attention of the manager.
• Schedule Board meetings and coordinate dates for these board meetings in conjunction with the relevant Fund Consultant.
• Assist in the preparation of the Board meetings and Board packs and see to it, that it is send to all the relevant parties, within the agreed SLA’s.
• Send minutes to all Board members and follow-up on any outstanding issue, relevant to the minutes.
• Coordinate weekly reports from the consultants/manager and prepare and send to Salt EB Executive.
• Organize venues for meetings and any events that the new business development team needs to attend.
• Assist consultants/manager with flight, accommodation, car rental and any additional arrangements for meetings across the country. Submit to relevant authorize person in the team for authorization and submit to the relevant SALT EB person for finalization.
• General Administration, filing and updating.
• Complete proposal document and member summary for SALT EB within 48 hours after receiving all the necessary information. Any queries regarding outstanding requirements should be dealt with in 24 hours after receiving information.
• Ensure the attendance list is completed and filed according with FAIS requirements and that the parties meet all FAIS requirements.
• Writing reports, as and when necessary
• 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 the logistics thereof.
• Assist with the supply and distribution of marketing material.
• Assist with the development of events calendar with the marketing team.
• Attendance of industry events and networking sessions, as approved by the executives.
• Introduce client relations consultant to client. Explain process to client and defined the different roles each individual plays within managing the fund.
• Participate in work forums created by the employer such as Occupational Health and Safety and Employment Equity.
• Maintain and improve communication in the team to increase its efficiency and quality of work. This must be done in writing and followed- up telephonically.