Service Consultant

🗏Job Type

Full Time

RESPONSIBILITIES:

CONSULTING

- Demonstrating a good understanding of the Employee Benefits (medical scheme, retirement fund, group risk, employee wellness programme, expatriation health benefits etc.) industry and the products available in the market;
- Conducting in-depth analysis of members’ financial needs and provide appropriate advice, record, save and provide member with a copy of the record of advice;
- Ensuring that members understand the benefits, exclusions, administration processes and procedures of their appointed schemes/funds;
- Advising members who are leaving their employers (retirement/resignations) of their options (e.g. continuation, transfers, preservations options, tax implications, etc.) and refer them to an authorised financial planner for advice;
- Consulting with members who have low investment (e.g. Red zone) to encourage them to increase their contributions or change their investment strategy;
- Conducting onsite member assist sessions and training sessions.

ADMINISTRATION AND QUERY MANAGEMENT

- Attending to the resolution of members and / or employer queries;

- Saving client communication on internal drive, keep record of attendance register for training sessions, on-site session, queries received and option change forms;
- Preparing meeting packs for trustees / committee, record and distribute meeting notes to all relevant parties;
- Requesting necessary data / information from schemes / funds to support projects;
- Assisting with resolution of billing discrepancies, membership compliance audits;
- Providing the Human Resource and Payroll team of each client in your portfolio with monthly dashboard reports / statistics of all activities and analysis.

QUALIFICATIONS AND EXPERIENCE

- Matric

- FIAS fit & compliant (NQF Level 5, Regulatory Exams)
- MS Office proficient
- 2 years' experience in medical insurance
- Employee benefits experience (advantage)
- Excellent communication (verbal & written)
- Customer service excellence


Apply Here http://bit.ly/2DfkWOx

Job id : , #75262, 10 views,

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