Vacant Posts at NMG Benefits

Role Overview

The Member Consultant assumes responsibility for the day-to-day management of a portfolio of health care clients under the supervision of the Consulting Manager. The primary focus is the servicing of clients’ HR and members face to face regarding medical scheme queries, plan advice, billings etc. The Member Consultant is also responsible for induction training and member training. The secondary focus is to assume the responsibility of an Administration Consultant when in the office or as required.

Duties & Responsibilities

Key Performance Objectives

Client responsibilities

• Identification of ICU clients
• Identifying common trends within the client and providing solutions in conjunction with the CC
• Implementing proactive services in conjunction with the CC
• Face to face query resolution with members/HR/payroll
• Back office query resolution
• Member plan advice
• Member queries via email, fax or telephonic
• HR training on processes and procedures
• HR queries relating to their monthly billing
• HR queries relating to the medical scheme benefits
• Constant follow up and feedback to relevant parties
• Building of relationships with HR/payroll
• Responsible for updating client information and requirements at branch level 
• Member renewals training presentations and one on one sessions as required
• Facilitate the relationship between the client and respective medical scheme/s
• Delivery of presentations to clients
• Rolling out and implementation of healthcare Projects in conjunction with the CC
• Compliance with the NMG Style guide
• Keeping written records of all client communication and interaction within the stipulated time period
• Compulsory to load applications electronically where possible

General responsibilities

• Compliance with the NMG Style guide
• Keeping written records of all client communication and interaction within the stipulated time period
• Compulsory to load applications electronically where possible
• All client correspondence is to be signed off and saved in the correct folder according to the style guidev
• Capturing daily stats for queries received via email, fax or telephone on CMS
• General assistance to Corporate Consultant and Consulting Manager
• Identifying and pursuing new business and cross selling opportunities
• Have a good understanding of legislation and regulations that govern the health care environment
• Attend internal meetings and training as and when required
• Completion of MI-TIME weekly
• Back-up to other Member Consultants and/or Administration Consultants if required (buddy system)

Minimum Qualification

• Matric certificate
• The Member Consultant will be expected to adhere to any legislative requirements (such as FPI).

Experience

• 3-5 years Administration and Health Care Experience.
• Own vehicle  and Valid Drivers License

Competencies (skills required). 

• Administrative Skills:  Has attention to detail; abilility to handle and deal with a lot of documents. Can orchestrate multiple activities at once to accomplish a goal.  Uses resources effectively and efficiently.  Arranges information and files in a useful manner. Perform certain secretarial functions as and when required.
• Interpersonal skills: Relates well to all kinds of people. Builds appropriate rapport. Builds constructive and effective relationships. Uses diplomacy and tact. Can diffuse even high-tension situations comfortably.
• Co-ordination Skills:  Able to multi-task in an effective manner.  Does not get confused easily.  Able to change direction at a moment notice whilst ensuring timeous completion of all operations.  Maintains up to date knowledge of all current tasks.
• Time Management: Uses their time effectively and efficiently.  Values time.  Concentrates their efforts on the more important priorities.  Gets more done in less time than others.  Can attend to a broader range of activities
• Problem Solving Skills: Uses logic and methods to solve difficult problems with effective solutions. Makes use of all resources to get answers. Able to see hidden problems. Good at analysis. Looks beyond the obvious desired objectives.
• Communication Skills:  Is able to communicate clearly both verbally and in writing.  Able to get the messages across that have the desired effect

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Role Overview

The Corporate Consultant is responsible for a portfolio of clients in terms of the overall strategic consulting, servicing and day-to-day running of the client under the guidance of the Consulting Manager and with the support of the office based Administration Consultant and the onsite Member Consultant.

Duties and Responsibilities

Management of allocated teams

• Implementation and management of consulting strategy and projects into their teams
• Mentorship, “on the job training” and succession planning for Member Consultants with input and assistance from the Consulting Manager
• Identification of training needs within the team
• Monthly workflow meetings with the team.
• Training to staff on strategic reporting templates
• Attend high level strategy meetings with the main focus on Corporate Consultant portfolio.
• Identification of ICU clients and controlling of the overall ICU client strategy within the Corporate Consultant teams
• Elevating to Consulting Manager
• Ensure that a minimum of two CRM visits per client per year take place within the teams
• Ongoing management of all clients
• Member queries via email, fax or telephonic as required

Customer Relationship Management

• HR training on processes and procedures
• Constant follow up and feedback to relevant parties
• Building of relationships with Executives, senior management and HR/payroll
• Consulting on health care issues relevant to the client (wellness, subsidies, scheme reviews etc.)
• Member renewals training presentations and one-on-one sessions as required
• Compilation of report cards detailing planned services and implementation and delivery of these planned services
• Ensuring Service Level Agreements are in place with clients and that these are renewed as and when required
• Provide clients with a personalised executive assistance programme
• Facilitate the relationship between the client and respective medical scheme/s
• Compilation and delivery of presentations, strategic advice and reports to clients
• Management of client expectations
• Rolling out and implementation of health care projects.

General responsibilities

• Compliance with the NMG Style guide
• Keeping written records of all client communication and interaction within the stipulated time period on CMS
• Identify and pursue new business and cross-selling opportunities
• Completion of MI-TIME weekly
• Management of documents into the health care library/ SharePoint
• Ensure Scheme Champ duties are carried out effectively
• Provide input with regards to divisional training required
• Attend internal meetings and training as and when required

Minimum Qualification

• A three year business qualification will be preferable
• Will need to meet the requirements as set out by FAIS

Experience

• 5-10 years consulting experience
• 5 years industry related experience

Other requirements

• Own vehicle and valid drivers license

Competencies (skills required)

• Delegation Skills
• Strategic Agility
• Planning and Organising Skills
• Interpersonal skills.
• Time Management Skills
• Problem Solving Skills
• Communication Skills

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Role Overview

The Retirement Fund Quality Assurer is responsible for the checking, processing, and auditing of specific tasks and processes. The role is supporting the management team to meet service level agreements and mitigating risk.

Key Performance Objectives

Objectives:

The checking and processing of the following tasks (not limited to these)

• investments and disinvestments
• daily pricing of investment transactions where needed
• monthly contributions
• all type of claims
• renewals
• year-ends
• all type of statements
• admin reports
• any other client reports
• system corrections / allocations
• Need to respond to all queries and escalations efficiently and independently
• Any other adhoc task identified by the manager when needed

The Quality Assurer will also support the Operations Specialist where there is a need

Monitoring

• Team should be 100% compliant with the style guide
• Team should be 100% compliant with legislation
• Team should be 100% compliant with company process and procedures
• Team should be 100% compliant with service level agreements.
• Use of task control to measure turnaround times
• Audits to be done of work quality and accuracy

Customer Focus

• Effective verbal and written communication
• Putting the client first.
• Professionalism.
• Meet turnaround times
• Must be able to deal with high level client queries / complaints

Note: Your manager can change your tasks and fund allocations, at any time based on the needs of the business.

Qualifications

Any tertiary qualification or working towards one

Experience

• At least 3 - 5 years’ experience in financial industry.
• Advance Excel experience
• Ability to work with all Microsoft applications

Competencies

• Computer Skills
• Results driven
• Collaboration skills
• Extremely analytical skills
• Interpersonal Skills.
• Time Management.
• Problem Solving Skills.
• Verbal and Written Communication Skills.
• Able to work independently
• Strong level of responsibility and accountability
• Attention to detail
• Action oriented
• Client focus

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Role Overview

The Retirement Fund Specialist is responsible for the checking, processing and auditing of specific tasks and processes. The specialist is supporting the management team to meet service level agreements and mitigating risk.

Duties and Responsibilities

Key Performance Objectives

Objectives:

• The checking and processing of investments and disinvestments
• Checking and approving of claims, renewals, year-ends, benefit statements and daily pricing of investment transactions where needed.
• Need to respond to all queries and escalations efficiently and independently
• Assist with any audits. For example, the ISAE3402, internal and fund audits
• Investigations and correcting of records when needed
• Assist in doing fund valuations
• Manage and allocation of all individual and section 14 transfers (including ROT submissions)
• Preparing and checking of all type of statements and admin reports
• Installation of new funds and conversions
• Manage and activate all type of member switches
• Management of all rule amendment and rate changes on the system
• Linking, Debtors & Creditors, unpaid / unclaimed fees and balancing
• Any other adhoc task identified by the manager when needed
• Monthly home loan reconciliations
• Quarterly unclaimed / paid-up FSCA submissions

Monitoring

• Team should be 100% compliant with the style guide
• Team should be 100% compliant with legislation
• Team should be 100% compliant with company process and procedures
• Team should be 100% compliant with service level agreements.
• Use of task control to measure turnaround times
• Audits to be done of work quality and accuracy

Customer Focus

• Effective verbal and written communication
• Putting the client first.
• Professionalism.
• Meet turnaround times
• Must be able to deal with high level client queries / complaints

Note: Your manager can change your tasks at any time based on the need of the business.

Qualifications

Any tertiary qualification or working towards one

Experience

• At least 3 - 5 years experience in financial industry.
• Advance Excel experience
• Ability to work with all Microsoft applications

Competencies

• Computer Skills
• Results driven
• Collaboration skills
• Extremely analytical skills
• Interpersonal Skills.
• Time Management.
• Problem Solving Skills.
• Verbal and Written Communication Skills.
• Able to work independently
• Strong level of responsibility and accountability
• Attention to detail
• Action oriented
• Client focus