Medical Aid Broker
4 days ago
MEDICAL AID BROKER/SALES CONSULTANT
ILLOVO - JHB
Duties & Responsibilities
ENVIRONMENT:
SERVE as a point of contact who clients can depend on for assistance and support with their medical aid and health-related products for advice and guidance as the next Medical Aid Broker/Sales Consultant sought by a dynamic Financial Services provider. You will help customers with obtaining alternative medical aid cover, advise during option change period and interim upgrading investigations. Applicants will need to have a National Senior Certificate or equivalent, 2 years Medical Aid industry experience including having worked in a call centre or client service environment.
DUTIES:
- ?????Service delivery and liaison with clients (telephonically and via email).
- ?????Liaison with medical aids to manage and resolve client's application process and/or option change requests.
- ?????Effective coordination to ensure the timeously processing of new sales.
- ?????Lead qualifying and handling by engaging with clients and assessing clients' individual needs.
- ?????Compile comparative medical aid quotations based on Needs Analysis done.
- ?????Recommendations and guidance on best suited option for clients' needs.
- ?????Late Joiner Penalty investigations.
- ?????Ongoing support with the management of the client's health portfolio to ensure clients are covered from a holistic health perspective.
- ?????Identify client's need for positioning of Gap Cover, Dental Gap Cover & any other health related products developed by the company for referral generation for cross selling opportunities.
- ?????Advice and guidance on possible option changes on existing and new clients.
- ?????Effective coordination to ensure timeous following of all required processes for effective lead handling.
- ?????Adhere to all compliance standards and FAIS requirements.
- ?????Follow-up client calls where necessary.
REQUIREMENTS:
- ?????National Senior Certificate or equivalent.
- ?????At least 2 years' experience in medical aid industry is essential.
- ?????Knowledge and experience of the above-mentioned functions.
- ?????Experience in a call centre or client service environment.
- ?????Ability to apply administration principals and work with detail and a high level of accuracy.
- ?????Disciplined with doing follow ups and reminders and keeping clients informed.
Advantageous –
- ?????CMS accreditation.
- ?????RE5 and / or Wealth Management qualification NQF level 5.
ATTRIBUTES:
- ?????Good verbal and written communication skills.
- ?????Strong analytical and listening skills.
- ?????Team player.
- ?????Ability to work well under pressure.
- ?????Strong client service focus.
- ?????Relationship Management skills.
- ?????Adaptable.
Salary:
- Between R 15 000 to R 20 000 basic. Negotiable
- Possible commission
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