Employee Benefits Consultant

SUMMARY:
Employee Benefits Consultant

POSITION INFO:

Key responsibilities: • Provide professional advice to clients and comply with the requirements of the FAIS Act and Codes of Conduct • Consult to and service the portfolio of clients in accordance with the service model and consulting agreements • Prepare and present client meeting packs to the participating employer forums/trustee boards in terms of the service model • Retention of existing clients • Service the portfolio of allocated third party broker clients • Conduct client risk re-brokes in terms of the service model • Provide clients with an annual benefits comparison/market benchmark using the Sanlam Annual Benchmark as per service model • Ensure that annual benefit statements are checked and issued for client portfolio • Initiate and manage client’s member engagement strategy in conjunction with the MAPS team • Manage member underwriting requirements and acceptances process for client portfolio • Assist employers and claimants with the management of disability and severe illness claims • Assist employers with the management and finalisation of death and funeral benefit claims • Liaise with insurers and GTC claims staff to ensure the prompt payment of death, funeral benefit, severe illness, disability, withdrawal benefit and retirement claims for client portfolio • Assist the Head of Consulting when required with the determination and implementation of strategy and management of the division • Management of allocated support staff in employer benefits consulting