Cape Town City Centre: Employee Benefits Consultant

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 clients 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