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Broker Service ConsultantBusiness Unit: Discovery Employee Benefits
Function: Brokers (FAIS Accredited)
Achieve more than YOU BELIEVE About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best.
About Discovery Employee Benefits Discovery Corporate & Employee Benefits is the first and only employee benefits provider to be shaping employee behaviour, creating healthier and wealthier workforces.
Key Purpose To effectively and efficiently manage and grow relationships between Discovery CEB and all stakeholders e.g. Brokers as well as servicing department (Admin), Quotes, Accounts, Claims and Underwriting, Franchises, Brokers Consultants and clients e.g. brokers, employers and members.
Areas of responsibility may include but not limited to Establish, grow and maintain relationships with CEB clients.Find solutions to problems efficiently and effectively.Present Installation Package - explain documents, SLA's as well as roles and responsibilities to broker and employer.Present admin changes - explain documents, rate change, issue minutes and processes.Monitor or communicate progress/feedback or resolution regarding queries to clients/brokers or Franchise.Arrange meetings or courtesy calls to ensure escalation is addressed.Resolve issues with the assistance of the relevant team member.Regularly visit the broker/client for feedback as agreed per SLA.Represent the retirement fund business and address all gaps and concerns relating to the business.Present and review admin reports for broker and trustee meetings.Assist broker/client with web functionality and drive usage.Meet with Franchise to address any queries on their portfolios as necessary.Ensure meetings are arranged with all brokers and employers where applicable during the year.Minute all meetings and save on the Drive.Personal Attributes Leading and SupervisingWorking with People - CommunicationPersuading and InfluencingAdhering to Principles and Values – Self-managementDelivering Results and Meeting Customer ExpectationsCoping with Pressure and SetbacksRelating and NetworkingTeamwork and analytical skillsProblem solvingInitiative and enterpriseLearningTechnologyEducation and Experience 3 - 5 years Employee Benefits, Retirement Funds, Umbrella Fund experience – EssentialNQF level 5 or similar is advantageousRelevant Industry Qualifications – Wealth Management, Introduction to Retirement Funds – AdvantageousMS Office – Advanced Excel Skills, Retirement Fund and Umbrella Fund operations, Accounting, Investments.Full compliance and legislative universe relating to employee benefits, FAIS and Umbrella Funds.Employment Equity The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
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