Client Service Administrator: Disabilities MMH250617-2

Role Purpose

Provide quick and accurate administrative support, to enable the client service area to deliver a professional service to clients within Service Level Agreements and legislative / compliance requirements.

Requirements

• Matric/equivalent.
• 2 Years’ administration experience in a financial services or Insurance Administration environment.
• Client service experience.
• Employee benefits experience will be an advantage.
• Disability claims administration experience will be an advantage.
• Intermediate Excel will be an advantage, i.e. VLOOKUPs
  
  

Duties and Responsibilities

Claims:

The incumbent will be co-responsible for the following:

• Accurate calculation and payment of Monthly Income, Lump Sum Disability and Critical Illness Benefits in line with Policy and Legislative conditions.
  
  

Member Record Maintenance:

• Timely processing of review decisions, i.e. suspension, reinstatement, reduction and termination of benefits.
• Capture data accurately on relevant systems according to Service Level Agreements.
  
  

Client Servicing:

• Ability to address queries and resolve complaints raised by clients expeditiously, in both spoken (telephonically and face-face) as well as written communication (email).
• Dealing with client requests in a competent, efficient and professional manner.
• Adherence to organizational and team best practice, processes and legislative requirements.
• Maintaining a professional, consistent service delivery to ensure client retention and satisfaction.
• Support the Administration Manager to enable efficient and effective client service.
• Taking ownership of assigned workflow and ensure they are processed and resolved timeously and effectively.
• Identify and report process and system failures and enhancements to improve client experience.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
  
  

NB: This role is based on the Pay for Performance remuneration structure.

As an applicant, please verify the legitimacy of this job advert on our company career page.-289468363

Role Purpose

Provide specialist legal advice to ensure legal soundness of operations and effective execution of commercial transactions across the business.

Requirements

Experiance and Qualification

Qualifications:

• Relevant Law degree (essential)
• Postgraduate Diploma in Financial Planning (essential)
• FAIS Compliant (RE 1 and RE5 Certification)
  
  

Experience:

• At least 5 years business-related experience.
• Financial services and commercial experience (essential).
• Should be able to communicate well in English.
• 3-5 years' experience in financial services corporate.
  
  

Duties and Responsibilities

Financial Planning:

Identify, analyse, and implement solutions to clients and financial advisers/planners regarding:

• Estate planning (including Fiduciary Specialist services)
• Business planning
• Tax planning
• Investment planning
• Retirement planning
  
  

Provide Support To Financial Advisors:

• Ensure that the financial adviser/planner's needs are established, and support is provided relevant to those needs
• Ensure that you keep the client on top of mind for all individual engagements, discussions, follow-ups and adaptions/modifications and feedbacks
• Contribute to the growth in and retention of risk business (Myriad) and Fiduciary services i.e. wills, trusts and estates
• Train and develop financial advisers/planners and assist them with growing their business by providing quality legal and technical support, including fiduciary services
• Knowledge sharing and contributing to the monthly, quarterly, and ad-hoc publications (ASAP, Leverage and Momentarily)
  
  

Compliance:

• Ensure the necessary FAIS Compliance documents are completed and signed and placed on record (Letter of Introduction and Record of Advice, if applicable)
  
  

As an applicant, please verify the legitimacy of this job advert on our company career page.