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Senior Benefit Counsellor Healthcare
2 months ago
Senior Benefit Counsellor Healthcare - Member 1st
Location:
Type of Employment: Full-time
Company Overview
NMG Benefits provides consulting, actuarial, and administration expertise in the healthcare and retirement fund environments, extending to financial planning for individuals. This allows NMG to provide end-to-end solutions across the healthcare, retirement fund, and financial planning needs of employers and their employees.
We urge our clients to view their employee benefits through an actuarial lens. Our goal is to ensure that the common contract between employer and employee – which sets out expectations of performance – is underpinned by informed policies that encourage productivity, loyalty, and an engaged employee while protecting the future financial security of institutions that employ people.
At NMG, the leadership and staff realize that we have been placed in a position of privilege and trust to manage the well-being of our clients' financial futures. We are extremely proud that more than 50 blue-chip South African companies trust our advice and implement our recommendations.
Role Overview
The Senior Benefit Counsellor is responsible for the day-to-day management of a portfolio of healthcare individual clients. The primary focus is on servicing clients’ and members face-to-face regarding medical scheme queries, plan advice, billing, etc. The Senior Benefit Counsellor is also responsible for induction training and member training.
Growth of this member base is critical, and retention of individual members is a priority. The benefit counsellor will assist individual members face-to-face regarding medical scheme queries and plan advice.
Key Performance Objectives
Client Responsibilities:
- Establish and follow processes that lead to the identification of members leaving corporate clients.
- Implement proactive services to retain members.
- Face-to-face query resolution with members.
- Member plan advice.
- Member queries relating to medical scheme benefits.
- Constant follow-up and feedback to relevant parties.
- Building relationships with HR/payroll to obtain lists of all members leaving corporate clients.
- Facilitate the relationship between the client and respective medical scheme/s.
- Rolling out communication to individual members.
- Compliance with the NMG Style guide.
- Keeping written records of all client communication and interaction within the stipulated time period.
- Assist members with gap-cover applications and claims administration.
General Responsibilities:
- Compulsory to load applications electronically where possible.
- All client correspondence to be loaded and executed through Zoho.
- Have a good understanding of legislation and regulations that govern the healthcare environment.
- Attend internal meetings and training as required.
- Maintain member database on Zoho.
- Identify and pursue new business and cross-selling opportunities.
Minimum Requirements
- Matric certificate.
- NQF5 wealth management or higher appropriate qualification.
- RE5 Regulatory Examination Certificate.
- Class of Business Training Certificates (in respect of the license categories for which the candidate has been registered).
- CPD certificates (can no longer work under supervision).
- 3 or more years of member engagement experience.
- 3 or more years of healthcare experience.
- Own vehicle and valid driver’s license.
Skills Required
- Administrative Skills: Attention to detail; ability to handle multiple documents; effective resource management; organizational skills.
- Interpersonal Skills: Relates well to various individuals, builds rapport, and maintains effective relationships.
- Co-ordination Skills: Effective multi-tasking; adaptability to changing directions while ensuring timely completion of tasks.
- Time Management: Effective use of time; prioritization of important tasks.
- Problem Solving Skills: Logical methods to solve complex problems; analysis and resource utilization.
- Communication Skills: Clear verbal and written communication; effective message delivery.
The NMG SA Group of Companies are authorized financial service providers t/a NMG Benefits.
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