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RETIREMENT BENEFIT COUNSELLORHR Genie • Rustenburg, South Africa
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RETIREMENT BENEFIT COUNSELLOR

RETIREMENT BENEFIT COUNSELLOR

HR Genie • Rustenburg, South Africa
30+ days ago
Job description


SUMMARY:
To provide benefit counselling services at a high standard to members of retirement funds.

POSITION INFO:

An established insurance company is seeking to hire a highly skilled and experienced Retirement Benefit Counsellor to join their team.

Your:

Formal Education:

Matric.

NQF 5 will be advantageous.

Experience:

At least 1 year’s experience in Benefit Counselling or Employee Benefits administration.

Primary objective:

  • To deliver a professional and excellent quality of service to members of retirement funds and employers in accordance with the service level agreements and year planners.
  • To assist and support retirement fund members and their beneficiaries when exiting the retirement fund, i.e., retirement, death, withdrawal, or retrenchment.
  • To ensure client satisfaction on all levels.
  • To ensure an effective benefit counselling environment.

Duties:

  • Assist and support the retirement fund members with factual information regarding fund benefits and their options at retirement, death, withdrawal, and retrenchment.
  • Have a good understanding of the fund benefits, options at retirement, death, and withdrawal as well as the in-fund options available to members, including cost structures.
  • Process Two Pot claims on the Fund Administrator portal and ensure accurateness.
  • Create awareness amongst members of the services available and contact details of the benefit counsellor.
  • Liaise monthly with the fund administrator and human resources department to identify members exiting the fund, i.e., retirement, death, withdrawal, and retrenchment.
  • Identify all members within 5 years, 1 year, and 6 months of retirement.
  • Ensure that members leaving the retirement fund receive the necessary communication via e-mail or any other platform decided on.
  • Get values and in-fund retirement and withdrawal quotes from the administrator of the fund.
  • Arrange telephonic, virtual, or in-person one-on-one sessions with prospective retirees and provide them with factual information regarding their options at retirement.
  • Arrange telephonic, virtual, or in-person one-on-one sessions with prospective resignations and provide them with factual information regarding options at withdrawal from the Fund.
  • Facilitate and put members in contact with an Efficient Wealth Manager or Efficient Advisor for independent financial advice when exiting the Fund, if required.
  • Provide a quarterly activity report to the Fund Consultant.
  • Provide a monthly report to the Managing Director and provide details of the status of each referral.
  • Provide ongoing feedback to the consultant.
  • Assist employers and members with completion of the documents when/if required.

Compliance to Internal Processes:

  • Delivering service and commitments to clients, thus building and maintaining a trust relationship with clients.
  • Adherence to compliance as set out in the company compliance manual by the Group.
  • Undergo all training required.
  • Comply with all Group and EFBC policies.
  • Adhere to general administration tasks, filing, and updating SharePoint.
  • Update the complaints register.
  • Update the gift register.

Clients:

  • Build and maintain client relationships.
  • Management of client expectations, maintaining proactive relationships and remaining client-focused at all times.
  • Assist with the communication to members.

People:

  • Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product specifics and appropriate training, service, and support.
  • Building key relationships with all service providers (i.e., administrators, insurers, individual advisors etc.) and distribution partners.


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RETIREMENT BENEFIT COUNSELLOR • Rustenburg, South Africa

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