Group Corporate Benefit Specialist - Port Elizabeth
Qualifications and Requirements:
- Matric
- FAIS Qualification an advantage
- Experience working in the insurance industry.
- 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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