💼 Job

Operational Consultant

Alexander Forbes

Sandton, Johannesburg, Gauteng

Description

To provide operational and administrative support to the consultant team and clients by managing employee benefits administration, claims processes, client interactions, and compliance requirements, ensuring efficient delivery of services and contributing to operational excellence and client satisfaction.

Requirements

Grade 12 / Matric certificate.
NQF Level 5 qualification (120 credits).
Qualification in Employee Benefits, Insured Risks Management, Administration, Healthcare, Medical Aid, or related field (preferred).
BCom Degree or BA Law Degree (preferred).
Certified Financial Planner (CFP) or FAIS Accreditation (preferred).
Experience within Employee Benefits, Consulting, Actuarial, Healthcare, or Medical Aid environments.
Minimum 2 years' experience in facilities management or related operational support environment (preferred).
Knowledge of administrative and operational business processes.
Strong organizational, record-keeping, and coordination skills.
Accountability and attention to detail.
Ability to manage multiple tasks accurately while meeting deadlines.

Key Responsibilities

Manage and complete all administrative duties and operational requirements within agreed timelines.
Provide administrative support to consultants in delivering employee benefits and risk benefit services.
Assist in managing risk benefit claims processes for employer pension and provident funds.
Support members and employers with benefit claims relating to withdrawal, retrenchment, retirement, disability, and death.
Liaise with insurers, members, employers, and service providers to obtain and submit required claim documentation.
Monitor outstanding documentation and ensure compliance with insurer deadlines and requirements.
Coordinate communication and facilitate effective interactions between clients and the business.
Attend employer death benefit committee meetings and provide administrative and operational support.
Assist with the investigation and assessment of dependant information to support death benefit distribution processes.
Maintain professional knowledge and continuously develop skills.
Contribute to a collaborative and high-performing team environment.

Skills & Attributes

Personality Attributes

Client Service Orientated – Delivers excellent service and builds trusted relationships.
Detail-Oriented – Ensures accuracy in claims processing and documentation.
Accountable – Takes ownership of tasks and meets compliance requirements.
Collaborative – Works effectively with consultants, employers, members, and insurers.
Organised – Manages multiple tasks and deadlines efficiently.
Proactive – Demonstrates initiative and problem-solving capability.
Communicative – Facilitates effective interactions between clients and the business.
Resilient – Handles complex claims and operational demands.
Professional – Maintains high standards of integrity and ethics.
Team Player – Contributes to a collaborative and high-performing team environment.
Continuous Learner – Develops skills and maintains professional knowledge.

Core Competencies

Employee Benefits Administration
Risk Benefit Claims Processing (Withdrawal, Retirement, Disability, Death)
Pension & Provident Fund Administration
Insurer & Service Provider Liaison
Claim Documentation Management & Monitoring
Death Benefit Committee Support
Dependant Information Investigation & Assessment
Client Relationship Management
Compliance & Deadline Adherence
Operational Reporting & Record-Keeping
Stakeholder Communication & Coordination
Why Join Alexander Forbes?
Growth & Development: Bursary and Leadership Development Programmes, E-Learning Forums, and Financial Planning Support.
Rewarding Performance: Total Rewards Package with competitive short- and long-term incentives, Power of One monetary recognition, Lead Incentives, and Referral Bonuses.
Comprehensive Benefits: Retirement Fund Contributions (13% of CTC), Group Risk Cover (Funeral, Dread Disease, Life Insurance), Medical & Gap Cover (100% of CTC).
Work-Life Balance: Hybrid work model, Wi-Fi allowance, Employee Wellness & Assistance Programmes, and My Savings Account.
Equity Statement:
The company's approved employment equity plans and targets will be considered as part of the recruitment process. As an equal opportunities employer, we actively encourage and welcome people with disabilities.
Note:
If you have not been contacted within a reasonable period after the closing date, please consider your application unsuccessful. Alexander Forbes reserves the right not to make an appointment. Preference may be given to candidates from designated groups in line with the company's Employment Equity Plan.

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