Discovery Umbrella Funds
Broker Service Consultant
About Discovery
Discoverys core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Discovery Employee Benefits
Discovery Corporate & Employee Benefits is the first and only employee benefits provider to be shaping employee behaviour, creating healthier and wealthier workforces. It is an exciting business to be in as we reimagine the way retirement savings and life insurance is brought to companies and employees.
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 brokers office to promote and protect Discoverys 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, SLAs 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.
- 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
- 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.
The Companys approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
EMPLOYMENT EQUITY
The Companys approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
