Senior Employee Corporate Benefits at Discovery Limited

Key Purpose

The purpose of this role is to provide expert Employee Benefits advice to employers directly and through partnerships with non-specialist advisers. Ensure that employers and advisers receive high quality EB Consulting service from Discovery Corporate and Employee Benefits. Grow and enhance adviser support for DEBAM and assist advisers / sales team in securing clients for Discovery and DEBAM.

Areas of responsibility may include but not limited to

• Work closely with the Discovery Employee Benefits Accounts Manager in the execution of duties for DEBAM
• Formulate and implement benefit advice for each employer client at renewal or when prompted by changes or events
• Ensure that new clients are correctly understood and installed with appropriate structures and processes, including ensuring correct requirements given in to the special rules process
• Facilitate and deliver member presentations
• Coordinate and facilitate all MANCO meetings
• Provide renewal advice on benefits structures and admin report outputs as input to MANCO meetings
• Provide secretarial functions for MANCO meetings
• Build and maintain relationships with advisers and employers
• Drive digital adoption by advisers, employers and members
• Meet regularly with Business Consultants to ensure working processes are effective and to monitor sales opportunities requiring early intervention
• Meet regularly with Service Consultants to ensure operations processes are well understood and working effectively and to monitor employer satisfaction

Personal Attributes and Skills

• Resilience
• Presenting and Communicating Information
• Building relationships
• Working with people
• Results driven
• Decision making skills
• Analysing
• Persuading and Influencing
• Writing and Reporting
• Planning & Organising
• Organisational awareness
• Adhering to Principles and Values
• Delivering Results and Meeting Customer Expectations

Education and Experience

• Matric and minimum NQF level 5 qualification. Regulatory REP examinations i.e. completed. RE5.
• Minimum of 10 years’ experience in employee benefits consulting (retirement funds, specifically umbrella funds and group risk benefits)
• A full Understanding of umbrella funds and standalone retirement funds, specifically able to convert from stand alone to Umbrella fund
• A full understanding of the Pension Funds Act and Long-Term Insurance Act
• Advanced proficiency in MS Word, MS Excel, MS PowerPoint