Group Corporate Benefit Specialist - Port Elizabeth
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:
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 provider
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
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