Employee Benefits & Medical Aid Specialist

About the role

An established employee benefits consultancy seeks an experienced Employee Benefits & Medical Aid Specialist to manage a portfolio of roughly 300 active clients. The role focuses on end‑to‑end servicing, administration, and relationship management for medical aid, pension/retirement, and gap cover products.

Key responsibilities

• Manage and service medical aid, pension/retirement, and gap cover portfolios for individual and corporate clients.
• Own the full lifecycle of new and existing business, including onboarding, quotations, comparisons, withdrawals, claims, benefit statements, and scheme changes.
• Act as primary liaison between clients, insurers, administrators, and service providers.
• Conduct regular client visits, boardroom meetings, and wellness days, presenting recommendations to senior executives.
• Maintain high service standards, compliance, and accurate record‑keeping across all portfolios.

Required profile

• 3–5 years of experience in employee benefits, medical aid, or brokerage environments.
• Strong background in administration, client servicing, and portfolio management.
• Solid understanding of medical aid schemes, retirement funds, and gap cover.
• Detail‑driven, organised, and able to handle high volumes of detailed administrative work.
• Professional presence and confidence when engaging with senior business leaders.

Required skills