Group Corporate Benefit Specialist

2 weeks ago


South Africa Staff Solutions Full time

Qualifications and Requirements:
Matric FAIS Qualification an advantageExperience working in the insurance industry

Duties :

General :

Obtain 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 provideMonthly billing: Obtain 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 Reviews:

Once 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.

Withdrawals:

One 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.

Claims:

One 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 claim#J-18808-Ljbffr
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