Medical Aid Advisor Pinelands

1 week ago


Cape Town, Western Cape, South Africa Status Staffing Full time
Job Overview
In a fast-paced environment, our client in the investment and wealth management sector seeks an experienced Medical Advisor to provide exceptional customer service and medical aid advice.

About the Role
The successful candidate will be responsible for servicing all medical aid clients by reviewing plans and consulting with them. Additionally, they will prepare communication to clients regarding medical aid updates and value-added options as needed. The ideal candidate will research three medical aid options for clients and create presentations, including costs and benefits.

Key Requirements
To excel in this role, you must have at least 3 years' experience in the insurance industry and hold a Matric certification. A RE5 Exam or business-related study degree is also essential. Strong knowledge of medical aid and gap cover is necessary, as well as familiarity with PPS and Momentum. Knowledge of Discovery Health and regulatory requirements such as FAIS and FICA legislation is advantageous.

Duties and Responsibilities
The key duties of this role include researching gap cover options and documenting summaries of information for internal and external use. You will also facilitate client transfers and maintain accurate records of advice. Furthermore, you will prepare and submit documents for sign-off, adhering to company procedures to support compliance with relevant legislation.

Working Hours
This role operates on a Monday-to-Friday schedule from 08:00 to 17:00.

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