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Group Corporate Benefit Specialist

Employer
Staff Solutions
Location
Grahamstown Grahamstown Makana, South Africa
Salary
Competitive
Closing date
Jul 1, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Reference: PE005912-KB-1Our client in the finance sector is looking for a Group Corporate Benefit Specialist to join their team based in Port Elizabeth.
Qualifications and Requirements:

Matric
FAIS Qualification
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 month's 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 month's billing is adjusted - if it was a death claim

Monthly

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