Andrea Martin Email and Phone Number

New Business development – collating of comparison schedules, processing andconfirmation of installation of Provident & Pension Funds / Risk Insurance / Medical AidMaintains relationships with existing client & responsible for building new relationships Retirement Education to MembersManages the planning, scheduling, Agenda's & attends all Client Meetings.Leads all presentations / discussions at Meetings / Training & Member Education onProvident Funds, Pension Funds Act… Show more New Business development – collating of comparison schedules, processing andconfirmation of installation of Provident & Pension Funds / Risk Insurance / Medical AidMaintains relationships with existing client & responsible for building new relationships Retirement Education to MembersManages the planning, scheduling, Agenda's & attends all Client Meetings.Leads all presentations / discussions at Meetings / Training & Member Education onProvident Funds, Pension Funds Act Requirements in relation to Distribution of Benefits,Training of Committee Members & TrusteesManages Claims Processes on Retirement Funds, ie. Withdrawals, Retrenchments & Retirements as well as on Risk Benefits i.e. Death, Funeral, Temporary & Permanent DisabilityAdministration of Schemes, Contribution Recons & Allocation - Group Risk PoliciesCollates Section 14 Transfer Documents & submission for approval to FSCAPrepares & confirms all correspondence to ClientsDevelops Relationships with Clients (Employers & Members) & Service ProvidersOversees all follow up / action items to Clients from meetings, continues & Completes where necessaryIdentify / Report any potential client issues & implement plans to solve such issuesMonitor Service Standards provided to Clients by Internal ProvidersEnsure Accuracy on all Actuarial / Legal & Accounting Documents of Retirement fundsApproves Format & Content of Investment details prior to distribution to ClientsMonthly Analysis of Investment details & Portfolios Show less

New Business development – collating of comparison schedules, processing andconfirmation of installation of Provident & Pension Funds / Risk Insurance / Medical Aid Retirement Education to Members Manages the planning, scheduling & attends all Client Meetings. Leads all presentations / discussions at Meetings / Training & Member Education onProvident Funds, Pension Funds Act Requirements in relation to Distribution of Benefits,Training of Committee Members… Show more New Business development – collating of comparison schedules, processing andconfirmation of installation of Provident & Pension Funds / Risk Insurance / Medical Aid Retirement Education to Members Manages the planning, scheduling & attends all Client Meetings. Leads all presentations / discussions at Meetings / Training & Member Education onProvident Funds, Pension Funds Act Requirements in relation to Distribution of Benefits,Training of Committee Members Assists with Claims Process on all Risk Benefits i.e. Death, Funeral, Temporary & Permanent Disability Administration of Schemes - Group Risk Policies Prepares & confirms all correspondence to Clients Develops Relationships with Clients (Employers & Members) & Service Providers Oversees all follow up items to Clients, continues & Completes where necessary Identify / Report any potential client issues & implement plans to solve such issues Monitor Service Standards provided to Clients by Internal Providers Ensure Accuracy on all Actuarial / Legal & Accounting Documents of Retirement funds Approves Format & Content of Investment details prior to distribution to Clients Monthly Analysis of Investment details & Portfolios Approves any financial changes (budgets) to Fund Accounts & Service Providers in writing Show less

 Member Presentations / Education of Benefits – Retirement Products & Medical Aid Collating of Presentations & Member Information Packs / Benefit Summaries Setting up Client Appointments / Collating New Business Reports Data Capture, Excel Spread sheets,  New Business Processing – Life, Retirement, Medical Aid & Discretionary Investments, Checking & loading of Applications, follow up & checking accuracy of documents Loading New Business to CRM (Database)… Show more  Member Presentations / Education of Benefits – Retirement Products & Medical Aid Collating of Presentations & Member Information Packs / Benefit Summaries Setting up Client Appointments / Collating New Business Reports Data Capture, Excel Spread sheets,  New Business Processing – Life, Retirement, Medical Aid & Discretionary Investments, Checking & loading of Applications, follow up & checking accuracy of documents Loading New Business to CRM (Database) Update client files to comply with FAIS & FICA Regulations Collating Proposals / Reports - Financial Needs Analysis (FNA), Risk Profile Questionnaires (RPQ) Comparison Schedule of Quotations Minutes of Meetings Updating Commission Schedules & follow up of Payments Assisting clients with queries personally, telephonically & via email; Liaising with all financial institutions, Banking on Nedbank Corporate Saver Scheme Administration – Sending Monthly Payment Schedules, Reconciliation of Payments, ensuring premiums are applied / allocated.Submission of Retirement Documents / Withdrawals Follow Up & Feedback Regarding Retirement Decisions & Progress of Claims Invoicing & Payment requests; General Admin Duties – Filing, Faxing, Typing Show less

Data Capture of Clients Details, Investment Reviews for clients New Business Processing – Life & Investments, applications, submission & c Nedbank Corporate Saver Banking Transactions Update client files to comply with FAIS & FICA Collating Investment / Retirement Proposals & Schedules of Quotations Processing of Investment Repurchases, Switches, Unit Trust comparisons Diary Management for Directors & General Office Admin duties Invoicing for Client Fees… Show more Data Capture of Clients Details, Investment Reviews for clients New Business Processing – Life & Investments, applications, submission & c Nedbank Corporate Saver Banking Transactions Update client files to comply with FAIS & FICA Collating Investment / Retirement Proposals & Schedules of Quotations Processing of Investment Repurchases, Switches, Unit Trust comparisons Diary Management for Directors & General Office Admin duties Invoicing for Client Fees Preparation of Minutes of Client Meetings Sending courier parcels Commission Schedules & Queries Client Servicing - Assisting with queries personally, telephonically & via email Liaising with all financial Institution’s & service Providers Banking for Investments Show less

Provide accurate information to the public and internal clients in a clear, courteous andprofessional manner as it relates to a wide array of personal medical aid requirements;Assist with plan changes, debit order collections, claims processing & other queries related to the medical aidTeam Management as 2nd in command, collating of performance appraisals of team members, callassessments,Loading of call centre stats, checking availability on call… Show more Provide accurate information to the public and internal clients in a clear, courteous andprofessional manner as it relates to a wide array of personal medical aid requirements;Assist with plan changes, debit order collections, claims processing & other queries related to the medical aidTeam Management as 2nd in command, collating of performance appraisals of team members, callassessments,Loading of call centre stats, checking availability on call queuesTelephonic liaisons with members of medical aid,Claims queries and debit order management,Member Education, coaching and Training / Buddying with team members, and assist at the Front office with walk-in Clients Show less

 Data Capture of Clients Details, Investment Reviews for clients New Business Processing – Life & Investments, applications, submission, follow ups &checking final documents Update client files to comply with FAIS & FICA Collating Proposals & Schedules of Quotations Processing of Investment Repurchases, Unit Trust comparisons Diary Management for Directors & General Office Admin duties Invoicing for Client Fees Preparation of Minutes of Client… Show more  Data Capture of Clients Details, Investment Reviews for clients New Business Processing – Life & Investments, applications, submission, follow ups &checking final documents Update client files to comply with FAIS & FICA Collating Proposals & Schedules of Quotations Processing of Investment Repurchases, Unit Trust comparisons Diary Management for Directors & General Office Admin duties Invoicing for Client Fees Preparation of Minutes of Client Meetings Sending courier parcels Internet Queries Commission Schedules & Queries Assisting clients with queries personally, telephonically & via email Liaising with all financial Institution’s Banking for Investments Show less