CLIENT CARE CONSULTANT – HEALTHCARE/EMPLOYEE BENEFITS

SUMMARY:
Our client, a dynamic growing Financial Services Company based in Randburg seeks to employ a Client Care Consultant - Healthcare / Employee Benefits.

POSITION INFO:

KEY RESPONSIBILITIES AND ACCOUNTABILITY CONSULTING

• Gain knowledge of the Employee Benefits (medical scheme, retirement fund, group risk, employee wellness programme, expatriation health benefits etc.) industry and the products available in the market;
• Observe and assist with in-depth analysis of members’ financial needs and provide appropriate advice, record, save and provide member with a copy of the record of advice;
• Practice understanding of the benefits, exclusions, administration processes and procedures of their appointed schemes/funds;
• Practice and assist with advising members who are leaving their employers (retirement/resignations) of their options (e.g., continuation, transfers, preservations options, tax implications, etc.) and refer them to an authorised financial planner for advice;
• Observe, practice, and assist with consulting of members who have low investment (e.g., Red zone) to encourage them to increase their contributions or change their investment strategy;
• Observe, practice, and assist with conduct onsite member assist sessions and training sessions.

ADMINISTRATION AND QUERY MANAGEMENT

• Observe and attend to the resolution of member’s queries. You are required to escalate complex queries to your service consultant as soon as possible;  Save client communication on internal drive, keep record of attendance register for training sessions, on-site session, queries received and option change forms;
• Observe and prepare meeting packs for trustees/committee, record and distribute meeting notes to all relevant parties;
• Request necessary data/information from schemes/funds to support projects;
• Assist service consultants with resolution of billing discrepancies, membership compliance audits; Assists service consultants with preparation of provision to the Human Resource and Payroll team of each client in your portfolio with monthly dashboard report/stats of all activities and analysis relevant to you scope of responsibilities.

 PROFESSIONALISM

• Ensuring clear, effective, and professional communication to clients;
• Always adhere to high standards of quality and professionalism (punctuality, formal dress code, professional written and verbal communication etc.);
• Comply with FAIS code of conduct;
• Adhere to the company’s ‘Style Guide’ protocol, ensure that all external communication is peer reviewed before sending; - Treat clients with dignity and respect;
• Keep workstation neat, orderly, and tidy;
• Work collaboratively and efficiently with other team members and provide support where required;

 QUALIFICATIONS, COMPETENCY AND EXPERIENCE

• Matric
• At least 1-year experience in medical insurance industry
• In process of attaining FAIS Fit & Proper compliant (NQF Level 5, Regulatory Exams)
• MS Office proficient and proficiency in English (second language proficiency preferable); drivers’ licence
• 1-year experience in customer service experience.
• Employee Benefits Experience (Advantage)

NB! This job is now closed. You can apply for other jobs by uploading your CV.