Assistant New Business Consultant
2 weeks ago
Company Description
Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa - products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee assistance programmes.
**Job Description**:
The Assistant New Business Consultant will be responsible for new business quoting, administration and query resolution. They also ensure that the new business administration is managed and measured.
Business Development:
Build relationships with the business development consultants and their stakeholders
Produce Quotes
- Determine that the correct and complete information has been provided to successfully create a quote
- Review quote and ensure that the details accurately reflect
- Communicate details of quote to BDC for review and sign off
- Communicate quote to Intermediary
- Consistently meet or exceed the agreed Service Level
Capture all new quotes on to the Sales tracker on the same day as the quote is created
Ensure an adequate pipeline of new client business opportunities are generated and administered to ensure service levels are met and maintained
Establish, maintain and support the business development consultants and their clients
Manage and Maintain Intermediary Relationships
Onboard, educate and train new intermediary
Maintain intermediary relationship information and administration requirements
Build / nurture intermediary relationship
Service and manage end to end escalations
Work with operations to resolve end to end processes
**Qualifications**:
SPECIAL REQUIREMENTS
Advanced MS Excel Skills
PERSON DETAILS: WORK EXPERIENCE
REQUIRED
At least 1-2 years’ experience in the healthcare Industry and /or Short-Term Insurance Industry
At least 2 years’ experience in a data analytics role
PREFERRED
3 years Sales Administration Experience
Relevant experience in the business unit described above
EDUCATION: QUALIFICATIONS: ACCREDITATIONS WITH PROFESSIONAL BODY
PREFERRED
FAIS
Additional Information
Personal Attributes
- Accountability
- Action orientated
- Collaborative
- Communication
- Business writing skills
- Manages complexity
- Problem solving skills
- Decision
- Growth and development mind-set
- Financial acumen
- Planning and organisation
- Resilient and adaptive
- Self-development
- Purpose driven
- Significance and values orientate
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