Member Consultant

2 weeks ago

Bryanston, South Africa ASI Financial Services Full time

**Key Responsibilities**
- Demonstrate 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;
- Conduct in-depth analysis of members’ financial needs and provide appropriate advice, record, save onto the CRM and provide member with a copy of the record of advice;
- Ensure that members understand the benefits, exclusions, administration processes and procedures of their appointed schemes/funds;
- Advise 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;
- Consult with members who have low investment (e.g. Red zone) to encourage them to increase their contributions or change their investment strategy;
- Conduct and arrange onsite member assist sessions, inductions, and training sessions. Ensure meeting notes are sent out for these engagements.
- Yearend review presentations or where there is an open window period when required

**ADMINISTRATION AND QUERY MANAGEMENT**
- Attend to the resolution of members and/or employer queries. You are required to escalate complex queries to your senior consultant as soon as possible;
- Save client communication on internal drive, keep record of attendance register for training sessions, on-site session, queries received and option change forms;
- Prepare meeting packs for trustees/committee, record and distribute meeting notes to all relevant parties;
- Request necessary data/information from schemes/funds to support projects;
- Assist with resolution of billing discrepancies, membership compliance audits;
- Provide the Human Resource and Payroll team of each client in your portfolio with monthly dashboard report/stats of all activities and analysis relevant to you scope of responsibilities.
- Provide day to day assistance for general queries and updates on claims from members and HR
- Submit withdrawal, funeral, death, disability claims for processing
- Designing members newsletters with fund information
- Dispatching of benefit statements
- Preparation of member booklets, presentations, and fund summary reports for all employer groups
- Assist HR with updated claim forms upon request
- Governance - Ensure that all fund documents are saved on the Drive
- Persuade members to buy additional products to maximise their benefits (e.g. Vitality, Gap Cover, etc.)

**Qualifications**
- Matric, FAIS Fit & Proper compliant (NQF Level 5, Regulatory Exams)
- 2 years’ experience in medical insurance

**Competencies**
- Written and verbal communication skills in English
- Customer Focus
- Attention to details
- Deadline driven

**Job Types**: Full-time, Permanent

Application Deadline: 2024/01/19

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