Group Corporate Benefit Specialist

Well, establish Financial Services Company in Port Elizabeth are seeking an experience Group Corporate Benefit Specialist to join their dynamic team.Duties would include but would not be limited to: GeneralObtain relevant information to draft proposals to clientsAttain various quotations from the providersAttend appointment with broker to offer products, assist with queries and give specialist insights and advice on types of benefits in the marketSubmission of application for new businessEnsuring inception of the policy once documentation has been submittedLiaison between the client and provider Monthly billingObtain monthly billing well in advanceEnsure that amendments are noted on billing (The amendment instructions will come from the employer - this could be withdrawals or additions to the scheme)If billing is in order - communicate billing to employerOnce employer approves billing or once the amendments have been noted on billing, submit for processing.Make sure Statement of Account is issued with the amendments if applicableEmail the Statement of Account to the employer for their records Annual ReviewsOnce rate review is received - check the ratesRates to be discussed with manager and advisorIf all happy, forward to employer for signatureSubmit the signed rate renewal to insurance company for processing.Obtain rate renewal endorsement documents and forward to employer WithdrawalsOne receipt of instruction, submit withdrawal to insurance companyKeep in follow upon as there might be requirementsKeep employer informed at all timesSend confirmation to employer once withdrawal is finalized.Make sure the next month's billing is adjusted ClaimsOne receipt of instruction, submit claim to insurance companyKeep in follow upon as there might be requirementsKeep the employer informed at all times.Send confirmation to employer once claim is finalized.Make sure the next month's billing is adjusted - if it was a death claimShould you wish to apply please email your CV through to marlene@profilepersonnel.co.zaOnly shortlisted candidates will be contacted. Should you not receive a response within 14 days please consider your application unsuccessful. We will keep your CV on our database for any other relevant roles that may arise.