Employee benefit consulting support

GTC Pty Ltd; Friendly (MD); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual to manage various claims and documentation processes. This role involves liaising with consultants, insurers, and members to ensure smooth operations and compliance with regulatory requirements. The ideal candidate will have a strong background in mathematics and experience in a similar environment, along with excellent organizational skills and the ability to work independently. Join this dynamic team and contribute to providing exceptional service and support to clients while enjoying a collaborative work environment.

Qualifications

• Matric with Higher Grade Maths and 5 years experience in a similar role.
• Proficient in MS Office, especially Excel and Word.

Responsibilities

• Manage notifications and documentation for various claims and liaise with stakeholders.
• Draft proposals, installation documents, and member guides as needed.

Skills

Matric with Higher Grade Maths

5 years working experience

MS Office (Word, Excel Advanced, PowerPoint, Outlook)

Education

Matriculation

Job description

• Disabilities – Notification to Insurers, obtaining documentation, submission to Insurers, follow ups including liaison with the consultant, member, insurer and the employer as may be required, managing the review requirements, instructions to admin to change benefit categories, assist employers, members with queries.
• Severe Illness/Dread disease – Notification to insurers, obtaining documentation, submission to insurers; follow ups including liaison with the consultant, member, insurer and the employer as may be required, managing review requirements, instructions to admin to change benefit categories, assist employers/members with queries.
• Loss of license claims – Notification to insurers, obtaining documentation, submission to insurers, follow ups including liaison with the consultant, member, insurer and the employer as may be required, managing the review requirements, instructions to admin to change benefit categories.
• Medical underwriting requirements – Contacting members, assisting members with booking nurses, payment of Dr’s bills & collection of medicals, follow ups with the consultant, member, insurer and employer as may be required, discussing decision letters with the consultant and then forwarding same to member once agreed by the consultant, Updating Everest with the new accepted cover(s) and other system information affected thereby (e.g. multiples applicable to members if cover restricted).
• Monitor advanced underwriting decision and update the Everest after salary increases.
• Update the Everest system in respect of medical requirements where that may have been completed by other centres/departments.
• Proposals – Draft new business proposals. Set-up the work flow.
• Installations – Draft the internal installation documents. Liaise with new client on external installation documents. Set-up the workflow.
• Section 14 documentation – Draft section 14 documents. Liaise with transferor or transferee fund on regulatory requirements. Track payments.
• Risk-rebroke – Conduct risk rebrokes. Liaise with insurers and consultants. Prepare summary of rebroke results.
• Home loans – Monthly audit on home loan schedules received from the bank, ensuring that all home loans flagged on Everest, prepare new home loan applications for fund approval. Flag the new approved home loans on Everest.
• Risk renewals – Ensure that consultants receive the information timeously from insurers, Open tasks for the renewals/risk renewals, follow ups with consultants and insurers, send the instruction to admin to update Everest, close the task once updated correctly and update the control spreadsheet.
• Member Benefit Statements – Prepare benefit statements and distribute benefit statements to clients/members for scheduled tasks. Issue benefit statements on ad-hoc requests.
• Member Guides – Draft and distribute member guides.
• Pack supervision – Pack preparation and supervise preparation of packs as advised from time to time. Ensure follow-up action required understood and performed to agreed standard.
• Maintain the GTC-EB website – Assist with maintenance of information provided on the web including updates from time to time. Assist with maintenance and provision of member user names and passwords at client level as required from time to time.
• Monthly claims reports specified clients – Monthly claims reports released on time and the management of queries. Control switch requests per client. To engage in, process, manage, maintain, deliver, any other related work that may fall within the duties of CIS Team.

Skills and experience requirements

• Matric with Higher Grade Maths with a minimum C symbol.
• Minimum of 5 years working experience in similar environment.
• Good working knowledge of MS Office (Word, Excel Advanced, PowerPoint, Outlook).

Personal attributes

• Ability to work independently
• Initiative
• Professional at all levels
• Friendly and helpful
• Proactive
• Excellent organisational skills
• Ability to liaise at all levels, both verbally and in writing
• Ability to investigate, analyse, reconcile and solve problems
• Ability to cope well under pressure
• Proactive

Office hours

GTC’s conventional office hours are between 08:00 and 17:00. There will be occasions where the incumbent would need to work overtime.