Healthcare Consultant

Purpose l Responsible for building and developing strong client relationships with a variety of clients nationally.

Knowledge, skills and abilities

-   Must be FAIS compliant – minimum 120 credits and have passed RE 1 Examination

-   Minimum 5 years’ client service experience within Health and Benefits environment

-   Must have ability to work as part of a team in an open-plan office

-   Must have the ability to work accurately with attention to detail

-   Must be a good communicator

-   Must have self-organisational skills

-   Self-disciplined and deadline focused

-   Strong critical thinking and analytical problem-solving skills (peer review)

-   Be fluent in English and Afrikaans (other language will be advantageous)

-   Enthusiastic, energetic, yet professional

-   Must have driver’s license, own vehicle and be willing to travel to see clients (local and provincial)

-   Must have MS Office knowledge proficiency

-   Provide project feedback to Consulting Leader and/or Client Executive

Key responsibilities

-   Regular onsite/virtual client visits to build and maintain relationships with the local and global client, including multinational colleagues

-   Provide payroll/HR contact training as and when required

-   Assist with billing when and where necessary

-   Build and provide quarterly strategic reports to clients, this includes market reviews, subsidy reviews and benchmarking

-   Coordinate Wellness days with client and relevant providers

-   Drafting and circulation of minutes after HR meetings to HR contact person at company

-   Product and procedure training – HR, payroll and members

-   Planning and completion of adhoc special projects

-   Recording of training attendance registers

-   Ensure all compliance and FAIS documentation is completed at clients and one-on-one consultations

-   Submit minutes notes to HR after induction/training sessions have taken place to show who attended and if there were any questions/problems areas of concern

-   Conducting presentations and one-on-one member consultations

-   Manage  process efficiently including:

• Training sessions
• One-on-one consultations
• Renewal presentations to local client and multinational stakeholders (client and colleagues)
• Update multinational platforms as required (Trackers,
•  option change forms
• Communication and marketing material to client and or HR with regard to training dates and presentations
• Renewal approval from stakeholders (Multinational head office client)
• Adhere to Rules of the Road (RoR)
• Update Statement of Work (SOW) annually
• Distribution of marketing material for staff and client

-   Product training and advice to clients when necessary (one-on-one consultations and presentations to groups)

-   Basic pre-assessment / underwriting of all new business received

-   Email /Admin & query management (*Please refer to note below)

• Manage escalated queries by interacting with medical schemes and gap cover providers on behalf of members and clients, with the transactional team  
• Regular and reliable follow up of all queries that arise from one-on-one consultations, via email or via telephone
• Ensure resolution of all problematic client queries
• Manage and effectively use CRM system (Brokertools)
• Ensure all onsite queries are loaded on CRM system

Key relationships

Consulting Leader and/or Head of Consulting

All insurers and all other relevant providers

General staff

Competencies

-   Strong administration skills

-   A high level of confidentiality

-   Excellent interpersonal and customer-facing skills

-   Strong communication skills, both written and verbal

-   The flexibility and willingness to learn

-   Tact and diplomacy

-   Must have good presentation skills

-   Passionate about clients and service

-   Able to work in a high pressure environment

-   Deadline driven

-   Must have own car and valid driver’s licence

Reporting structure

Reporting directly to the Consulting Leader and/or Client Executive