Job title : Broker Service Consultant
Job Location : Gauteng,
Deadline : January 03, 2025
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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. Also to ensure that quality service is delivered to these Stakeholders. To be present in the broker's office to promote and protect Discovery's retirement fund business.
Areas of responsibility may include but not limited to The Service Consultant needs to establish, grow and maintain relationships with CEB clients. When problems occur, the Service Consultant needs to find the best possible solution to ensure that the problem is solved as efficiently and effectively as possible, aligned to business practices while ensuring that the least amount of damage is done to the relationships of the parties involved. 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. SC to monitor or communicate progress / feedback or resolution regarding query to client / broker or Franchise. SC to arrange meeting or courtesy call to ensure escalation is addressed SC to resolve these with the assistance of the relevant team member. SC to 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 To present and review admin reports for broker and trustee meetings SC assist broker/Client with web functionality and drive usage SC to meet with Franchise to address any queries on their portfolios as and when necessary. SC to ensure meetings are arranged with all brokers and employers where applicable during the course of the year All meetings must be minuted and saved on the Drive.
Personal Attributes Leading and Supervising Planning & Organizing skills Working with People - Communication Persuading and Influencing Adhering to Principles and Values – Self management Delivering Results and Meeting Customer Expectations Coping with Pressure and Setbacks Relating and Networking Team work and analytical skills Communication Problem solving Initiative and enterprise Learning Technology
Education and Experience Matric - essential 3 - 5 years Employee Benefits, Retirement Funds, Umbrella Fund experience – Essential NQF level 5 or similar is advantageous Relevant Industry Qualifications – Wealth Management, Introduction to Retirement Funds – Advantageous MS 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.
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