Eastern Cape: Group Corporate Benefit Specialist posted by Staff Solutions

Date	2024-07-08
Job Title	Group Corporate Benefit Specialist
Employer	Staff Solutions More Information
Salary	0
Category	Finance Accounting
Location	Eastern Cape / Eastern Cape

Job Summary

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 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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Group Corporate Benefit Specialist position available in Eastern Cape, Eastern Cape. This job position was posted by Staff Solutions. The job has been posted as a char8000 ad on 2024-07-08 at 01:09:32 in the Finance Accounting category

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