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This incumbent is responsible for fulfilling the role of a liaison officer between the members of the Fund and the Fund’s service providers, the functions include but are not limited to:
· Host Fund presentations for members, union officials, employers, and other identified stakeholders at approved site.
· To ensure end to end service delivery on behalf of members and employers for all queries.
· To ensure communication and engagement to employers, members, and stakeholders of the Fund.
· To resolve all queries and actively monitor service delivery on the Fund, take appropriate steps to ensure that SLA is delivered.
Walk in Members
Receive members and help them with submission of their claims and all queries.Ensure that all due diligence is completed in processing the claims and all other queries.Check that all claim documents are available: Viz. ID, forms tax numbers etc.Act as a service rep to ensure that all forms are completed fully to ensure timeous payment. Guide the member ito education and completion of all paperwork to prevent come backs. Viz, To Advise member of any outstanding documentation or what will affect the delay of the claim.Attend to members and beneficiaries who are submitting and following up on their claims (withdrawal, funeral, disability, death, unclaimed benefits, retirement, trust fund).Escalate claims that are outside the service level agreement.Assist with all walk in queries to ensure end to end service and delivery eg. Advising members who come to enquire about their membership on their statusLiaise with various departments/stakeholders wrt member claims eg to the relevant CLO/MCLO for further investigation.Provide members with benefit statements, contribution history and quotations where available.Educate members on benefits of the fund and process.Ensure reporting daily to the manager for consideration and review.
Planning for Travelling
Complete a yearly travel plan split per month.To inform all Client Liaison Officers (CLOs) of planned pending trips and to get a list of employers that needed to be visited from CLOs.To ensure that all administrative tasks relative to the training including full recon, outstanding claims and unallocated contributions have been obtained.To check with the Agents that the employers to be visited have been registered with the NBC and if not to include in the preparation for the visits.To escalate all matters arising from the employer meetings/visits to the relevant departments and ensure that they are acted on.
Reporting and Admin
Submit daily and weekly reports including any ad-hoc reports as and when required by businessAll claims and documents to be uploaded and indexed on Everes...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzU1NzQ3Nzc/c291cmNlPWd1bXRyZWU=&jid=1468526&xid=335574777
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*MAKE 2022 YOUR YEAR OF SUCCESS*
At Liberty were More Than Insurance. We are not afraid to step outside the box and release the potential for ultimate success.
We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customers unique financial situation.
Through training we coach our Advisers to provide value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.
*Locations include:* Umhlanga, Mount Edgecombe, Westville, Kloof and PMB
Through understanding the power of knowledge, we strive to pioneer new ways to guide people towards financial freedom.
*Liberty is not just our name. Its what we do*
*APPLY NOW*
*Responsibilities:*
Contacting clients and setting up meetings, either within an office environment or in clients homes or business
premises
Conducting in-depth reviews of clients financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients requirements
Completing risk analysis
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given or negotiated sales targets
*Skills Required:*
• Being a leader. You are driven to be the best and foster the same motivation in your teammates.
• Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.
• Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.
• Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.
• Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.
*Requirements:*
Matric
Tertiary Qualification (preferable)
Clear criminal and credit record
Valid driver’s licence
Own vehicle essential
Laptop
*What you can expect from us… *
• Consistent support. Whether its through teaming up with a Sales Leader, or providing you with tools to track your goals, results, and business practices, Liberty is committed to your success.
• A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term insurance and annuities.
• Solid consumer brand awareness.
• A group of driven, hardworking individuals. Libertys commitment to workplace diversity and inclusion has created an organization of professionals dedicated to
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzM1NDkwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1230682&xid=1555_35490
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