Broker Services Consultant
at Discovery Ltd
Sandton, Gauteng, South Africa -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 10 Oct, 2024 | Not Specified | 11 Jul, 2024 | 2 year(s) or above | Presentation Skills,Communication Skills | No | No |
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Description:
Business Unit: Discovery Employee Benefits
Function: Brokers (FAIS Accredited)
Date: 10 Jul 2024
Achieve more than YOU BELIEVE
Discovery Corporate and Employee Benefits
Broker Services Consultant
PRINCIPLE ACCOUNTABILITIES
- Innovation
- Catalyst for Innovation. Provides suggestions and recommendations to enhance current processes and systems functionality
- Develop strategic and operational plans to drive, lead, and represent all projects and key initiatives impacting the division in support of the objectives
- Service Recovery
- Effective communication on all complaints and escalated queries to change perception
- Ensuring completion of Resolution of escalations and complaints within SLA
- Monitor errors in the team/area by utilizing the information available on the CERM Tool regarding Escalations, Complaints, Red Alerts etc.
- Attending internal Service Recovery Meetings
- Managing relationships External/Internal
- Manage the relationship with internal and external clients/brokers with respect to escalations, queries and complaints.
- Builds relationships through support and co-operation with New Business Consultants and other SC’s.
- Builds relationships with other areas/teams/leaders within and outside of Discovery Life
- Product Awareness Sessions
- Ensure access to web training content. Train Clients on how to benefit from our web offerings and functionality.
- Present and communicate pre-renewals and renewals annually to existing clients.
- Effective product presentations and enhancements to existing clients.
- Acquire installation package and present to Brokers and Clients in person to ensure effective understanding of the product and internal processes.
- SPS (Broker and Employer Surveys)
- Conduct effective root cause analysis for all SPS low ratings
- Broker and New Business SPS
- Retention
- Management of the re-broke process to ensure retention of existing clients
- Monthly Employer and Broker Meetings
- Key Account Client Management
- Managing of the red alert process through business conservation process
- Effective updating of the Red Alerts system and engaging with relevant teams for retention
- Effective management of Clients and Brokers Engagements
- Collate weekly and monthly stats for submission to the management team.
- Issuing of minutes, and agenda to all external and internal meetings
- Resolution of all identified matters
- Trend analysis of queries raised
- Project management of complex installations, benefit enhancement and renewals
- Review of complex scheme to meet business and client requirements
- Quarterly broker/ employer operational overview reporting
- Pre -Renewal engagements for all critical clients
Personal Attributes and Skills
The successful candidate must demonstrate the following competencies:
- Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
- Nimble Learning - Actively learning through experimentation when tackling new problems, using both successes and failures as learning folder.
- Builds Effective Teams - Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals.
- Develops Talent - Developing people to meet both their career goals and the organization’s goals.
- Values Differences - Recognizing the value that different perspectives and cultures bring to an organization.
- Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organizational goals.
- Optimises Work Processes - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
- Drives Engagement - Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
- Directs Work - Providing direction, delegating, and removing obstacles to get work done.
EDUCATION AND EXPERIENCE
- Matric – Essential. Minimum NQF level 6 qualification.
- Excellent presentation skills.
- Advanced MS Office skills.
- Excellent verbal and written communication skills
- Minimum 2-4 years Employee Benefits/Group Risk and Retirement Fund experience.
Responsibilities:
To effectively and efficiently manage and grow relationships between Discovery Life and all stakeholders –internal and external clients. Ensure that quality service is delivered to Stakeholders.
REQUIREMENT SUMMARY
Min:2.0Max:4.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Sandton, Gauteng, South Africa