Job description:
The successful applicant will, provide an effective and efficient client advice and service between the company and the client (employer groups and members) by building employer and member relationships, medical aid reporting, reviews and training at large employer groups, resolving employee queries, giving advice on alternative medical insurance options, resolving claims queries, processing applications, providing billing information, coordinating wellness initiatives, wellness and chronic disease reporting. Engaging with existing and new clients to identify and close new business opportunities.
Responsibilities:
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Advise clients on medical insurance options and suitability – both personal families and groups
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Client and group visits and induction, ongoing training and presentations to clients
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Assist clients with the application process
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Assist clients with queries
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Arrange and attend Wellness days
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Ensure CRM data is up to date and accurate
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Year-end & ad hoc client presentations
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Present wellness event reports to clients
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Identifying and providing leads to colleagues in other company service lines
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Keeping up to date with provider amendments
Minimum requirements:
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Grade 12 / NQF4 qualification
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3 years’ relevant healthcare work experience
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FAIS/FICA compliant
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CMS registration
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Proficient in both spoken and written English and at least one other of the official South African languages
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Computer literacy (MS Office)
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Own car and valid driver’s license
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Systems, policy and industry knowledge
Recommended requirements:
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NQF5 in Wealth Management
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RE5
Competencies required:
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Excellent presentation skills
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Client advice and services orientated
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Able to work independently without supervision
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Planning and organizing skills
