Job description:

PSG has an exciting opportunity exciting opportunity for an applicant who will be responsible for Employee Benefit administration and client services.

• To deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning.
• To assist and support the employee benefits consulting team in providing professional, high-quality consulting and administrative services to clients to ensure client satisfaction, retention, and expansion.
• To ensure an effective employee benefits environment.
• To advise on escalated risk underwriting needs for clients

Responsibilities:

• Assist and support the employee benefits consulting team by dealing with external and internal queries telephonically or by written correspondence as required.
• Requests for benefit statements
• Beneficiary nominations
• Retirement fund withdrawal claims etc.
• Assist with MyPractice as and when required
• Group risk claims process
• Assist employer with completion of risk claim forms
• Meet with member and/or family to discuss claim requirements (group life, disability etc.) and assist with process
• Liaise with insurer, employer, member and/or family until claim finalised
• Fund withdrawals and retirement claims
• Assist employer and employee with completion of claim forms
• Referral to Wealth team where required
• Liaise with provider until finalised
• Member underwriting
• Assist members with underwriting process, arrangement of appointment with underwriting team
• Liaise with insurer and member until claim finalised
• Provide ongoing feedback to members and employers on risk and retirement claims
• Prepare information for and attend administrative meetings with employers.
• Support team in relationship management with service providers.
• Individual discussion with new and existing members explaining benefits, when required
• Maintain Client Relationship Management system
• Ensuring turnaround times and SLA’s are adhered to
• Co-ordination of high-level deliveries e.g. member benefit statements
• Resolve member/employer/service provider queries
• Liaise and maintain relationship with service providers and employer groups
• Attend training and information sessions as arranged by insurers regarding legislation, market and insurance product changes as well as investment presentations
• Co-ordination of high-level deliveries e.g. member benefit statements
• Member and fund communication

Minimum Requirements:

• Matric/Grade 12, Finance Qualification is advantageous
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Passionate about a career in the Employee Benefits industry

Competencies required:

• Analytical skills
• Communication skills (verbal & written)
• Attention to detail
• Client relationship management