Senior Benefit Counsellor - Member First Division

Application due date:
03 July 2024
Type of employment

Company Overview

NMG Benefits provides consulting, actuarial and administration expertise in the healthcare and retirement fund environments, and this extends to financial planning for individuals. This allows NMG to provide an end-to-end solution across the healthcare, retirement fund and financial planning needs of employers and their employees.

We urge our clients to look at their employee benefits through an actuarial lens. Our goal is to ensure that the “common contract” between employer and employee – which sets out expectations of performance - is underpinned by informed policies that encourage productivity, loyalty, and an engaged employee but at the same time protect the future financial security of institutions that employ people.

At NMG, the leadership and staff realise that we have been placed in a position of privilege and trust to manage the well-being of our client’s financial futures. We are proud that more than 50 blue chip South African companies such as Aveng, Anglo American, Primedia, Pick n Pay, JP Morgan, and Business Connexion trust our advice and implement our recommendations.

Role Overview

Provide education and information including advisory elements to members on employee benefits such as health insurance products, retirement plans and other products to increase employee satisfaction and retention.

Duties and responsibilities

Provide education and information on employee Benefits and other products (Internal Process)

  • Provide a range of education and information on the selection of health insurance, retirement plans.
  • Proactively engage with members pre-appointment to explain the different medical aid and retirement scheme benefits/options
  • Use a variety of tools to help members understand and select suitable benefits packages to create a positive experience and increase client
  • satisfaction
  • Recommend options based on clients’ best interests, needs and affordability to enhance member’s financial wellness
  •  Assist members to complete and submit relevant paperwork and ensure there is compliance with the legislative requirements and standard
  • Provide customised communication and technology/digital services which enable employees to interact with benefits and enhance understanding of products/employee benefits.
  • Provide assistance to members on queries regarding benefits and assist with any updates or reviews
  • Proactively contact members and inform on the impact of any life changes or events (birth, health problems, etc) on their benefits package
  • Proactively engage with members regarding new benefit options, trends, updates, legislative changes etc to ensure ongoing engagement with benefits or products
  • In-depth analysis and data to advise the organisation on which kind of benefits it should offer to attract and retain members
  • Contribute to the development of processes and procedures to increase administrative efficiencies.

Engage with clients in a client-centric manner (Client Services)

  • Provide authoritative, expertise and advice to clients and stakeholders
  • Build and maintain relationships with clients and internal and external stakeholders
  • Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
  • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
  • Make recommendations to improve client service and fair treatment of clients within area of responsibility
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

Self-management and teamwork (People)

  • Develop and maintain productive and collaborative working relationships with colleagues, peers and stakeholders.
  • Continuously develop own expertise in terms of professional, industry and legislation knowledge.
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas.
  • Take ownership of driving your career development

Contribute to financial controls and planning (Finance)

  • Identify solutions to enhance cost-effectiveness and increase operational efficiency
  • Manage financial and other company resources under your control with due respect
  • Provide input into the risk identification processes and communicate recommendations

Minimum Qualification

  • Degree/diploma at NQF level 7 industry/finance related
  • Industry related qualification relevant to product codes
  • RE5 


  • 3-5 years financial product experience
  • Knowledge of group insurance, employee benefits, health insurance, retirement plans etc

 Competencies (skills required)

  • Accountability
  • Excellence
  • Integrity
  • Diversity
  • Innovation
  • Teamwork
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