VACANCY | MEMBER CONSULTANT: HEALTHCARE | STELLENBOSCH, WESTERN CAPE | PERMANENT
Job Description: Member Consultant - Healthcare
This job description outlines the responsibilities, requirements, and expectations for existing staff in the role of Member Consultant: Healthcare. The purpose of this document is to reinforce the scope of the position and ensure alignment with operational needs, particularly with respect to client servicing and travel requirements.
Job Overview
The Member Consultant: Healthcare is responsible for the day-to-day, on-site servicing and administration of healthcare employer groups. Under the guidance of the Healthcare Account Executive, this role requires active engagement with client HR departments and employees through face-to-face consultations. The consultant will be involved in advising on healthcare-related products, resolving queries, conducting member training, assisting with billings, and facilitating onboarding and renewals. This role also includes significant travel to client sites, and a reliable vehicle and a valid driver’s license is essential.
Responsibilities
Member Support
- Resolve day-to-day member queries within SLA for assigned employer groups.
- Respond timeously to client enquiries, escalating complex matters to the Account Executive.
- Facilitate onboarding for new employees, including plan selection guidance.
- Provide face-to-face query resolution to HR/Payroll and members.
- Deliver client induction presentations and renewal training.
- Assist in developing and rolling out healthcare strategies under guidance.
- Manage relationships between clients and healthcare providers.
- Present products and updates to members and HR groups.
- Support healthcare project rollouts and identify cross-selling opportunities.
- Serve as back-up to other consultants when required.
Administrative and Policy Support
- Maintain accurate and compliant client records.
- Track policy amendments, claims, applications, and coverage changes.
- Monitor the implementation and administration of group healthcare plans.
- Schedule meetings, wellness days, and client presentations.
- Ensure accurate data capture and effective documentation on all admin systems.
Client Relationship Management
- Serve as a key contact point for clients and third-party providers.
- Build trusted relationships with HR/Payroll and assist with their queries (including billing and scheme benefits).
- Provide training to HR on internal procedures and processes.
Compliance and Regulatory Oversight
- Ensure compliance with FAIS, POPIA, and the Medical Schemes Act.
- Maintain “fit and proper” status and complete CPD in a timely manner.
- Use the approved ROA and ensure it is shared in compliance with regulations.
- Attend training sessions to stay updated with industry knowledge.
- Offer and explain complimentary products such as gap cover where applicable.
Reporting and Risk Management
- Keep updated and secure records in line with confidentiality protocols.
- Alert the Account Executive or Senior Management to any client risks.
- Generate relevant reports on client activities and queries.
Minimum Requirements
- NQF5 qualification and RE5
- 3–5 years of relevant experience in healthcare/medical aid within financial services.
- Proficient in English and at least one other official South African language.
- Computer literate (MS Office)
- Valid driver’s license and own reliable vehicle (non-negotiable).
Competencies Required
- Strong organisational and multitasking abilities.
- Effective presentation and communication skills.
- Attention to detail and discretion in handling sensitive information.
- Ability to work independently and manage time effectively.
- In-depth knowledge of healthcare benefits, medical schemes, and industry legislation.
- Proficiency in the MS Office Suite (Word, Excel, Outlook, and PowerPoint), with advanced Excel skills, including the use of VLOOKUP/XLOOKUP functions, Pivot Tables, data analysis, and reporting.
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 17 July 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
