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Group Corporate Benefit Specialist

Employer
Michelle Tuck cc t/a Staff Solutions
Location
Port Elizabeth Port Elizabeth, Eastern Cape Nelson Mandela Bay, South Africa
Salary
Competitive
Closing date
May 22, 2024

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Qualifications and Requirements:
  • Matric
  • FAIS Qualification an advantage
  • Experience working in the insurance industry.
Duties :
  • General : Obtain relevant information to draft proposals to clients
  • Attain various quotations from the providers
  • Attend appointment with broker to offer products, assist with queries and give specialist insights and advice on types of benefits in the market
  • Submission of application for new business
  • Ensuring inception of the policy once documentation has been submitted
  • Liaison between the client and provide
  • Monthly billing: Obtain monthly billing well in advance
  • Ensure 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 employer
  • Once 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 applicable
  • Email the Statement of Account to the employer for their records.
  • Annual Reviews: Once rate review is received check the rates
  • Rates to be discussed with manager and advisor
  • If all happy, forward to employer for signature
  • Submit 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 company
  • Keep in follow upon as there might be requirements
  • Keep employer informed at all times
  • Send confirmation to employer once withdrawal is finalized.
  • Make sure the next months billing is adjusted.
  • Claims: One receipt of instruction, submit claim to insurance company
  • Keep in follow upon as there might be requirements
  • Keep the employer informed at all times.
  • Send confirmation to employer once claim is finalized.
  • Make sure the next months billing is adjusted if it was a death claim

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