Employee Benefits Consulting Support

SUMMARY:
Waterfront (CPT) - We are looking for a detail-oriented and proactive individual to join our client's team as an Employee Benefits Consultant.
This role is perfect for someone with experience in the financial services industry who thrives in a fast-paced environment and is eager to make a meaningful impact.

This role involves providing comprehensive support within the Employee Benefits Consulting team. You will be responsible for
managing disability and severe illness claims, handling medical underwriting, and assisting with various administrative tasks.

POSITION INFO:
Key Responsibilities:

• Disabilities - Notification to Insurers, obtaining documentation, submission to Insurers, follow-ups including liaison with the consultant, member, insurer, and the employer as may be required, managing the review requirements, instructions to admin to change benefit categories, assisting employers, members with queries
• Severe Illness/Dread disease - Notification to insurers, obtaining documentation, submission to insurers; follow-ups including liaison with the consultant, member, insurer, and the employer as may be required, managing review requirements, instructions to admin to change benefit categories, assist employers/members with queries
• Loss of License claims - Notification to insurers, obtaining documentation, submission to insurers, follow-ups including liaison with the consultant, member, insurer, and the employer as may be required, managing the review requirements, instructions to admin to change benefit categories.
• Medical underwriting requirements - Contacting members, assisting members with booking nurses, payment of Dr’s bills & collection of medicals, following up with the consultant, member, insurer, and employer as may be required, discussing decision letters with the consultant, and then forwarding same to member once agreed by the consultant, Updating Everest with the new accepted cover(s) and other system information affected thereby (e.g. multiples applicable to members if cover restricted).
• Monitor advanced underwriting decisions & update Everest after salary increases.
• Update Everest in respect of medical requirements where that may have been completed by other centers/departments.
• Proposals - Draft new business proposals.
• Set up the workflow.
• Installations - Draft the internal installation documents.
• Liaise with new clients on external installation documents. Set up the workflow.
• Section 14 documentation - Draft section 14 documents. Liaise with the transferor or transferee fund on regulatory requirements.
• Tracking payments
• Risk-rebroke - Conduct risk rebroke.
• Liaise with insurers and consultants.
• Prepare a summary of rebroke results.
• Home Loans - Monthly audit on home loan schedules received from the bank, ensuring that all home loans are flagged on Everest, prepare new home loan applications for fund approval.
• Flag the newly approved home loans on Everest
• Risk Renewals - Ensure that consultants receive the information timeously from insurers, Open tasks for the renewals/risk renewals, follow-ups with consultants and insurers, send the instruction to admin to update Everest, close the task once updated correctly and
  update the control spreadsheet
• Member Benefit Statements - Prepare benefit statements and distribute benefit statements to clients/members for scheduled tasks.
• Issue benefit statements on ad-hoc requests.
• Member Guides - Draft member guides and distribute to members.
• Pack supervision - Pack preparation and supervise the preparation of packs as advised from time to time, Ensure follow-up action required is understood and performed to agreed standard
• Maintenance of the website - Assist with maintenance of information provided for the website
  the web including updates from time to time.
• Assist with maintenance and provision of
  member user names and passwords at client level as required from time to time.
• Monthly claims reports specified clients - Monthly claims reports released on time and the management of queries
• Control switch requests per client
• To engage in, process, manage, maintain, deliver etc
• Any other related work that may fall within the duties of CIS Team.

• Skills and experience:
• Matric with Higher Grade Maths with a minimum C symbol
• Minimum of 5 years working experience in similar environment
• Good working knowledge of MS Office (Word, Excel Advanced, PowerPoint, Outlook)
• Personal attributes
• Ability to work independently
• Initiative
• Time management skills
• Attention to detail
• Professional at all levels
• Friendly and helpful
• Proactive
• Excellent organizational skills
• Ability to liaise at all levels, both verbally and in writing
• Ability to investigate, analyze, reconcile and solve problems
• Ability to cope well under pressure
• Proactive
• Deadline driven