Healthcare Client Consultant - Randburg

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;