Healthcare Consultant - Client Care Consultant

SUMMARY:
To Provide an effective and efficient conduit between our clients and its clients (i.e. Members and appointed representatives of the organisation) through provision of advice, query resolution, administrative service, communication, training and education.

POSITION INFO:

KEY RESPONSIBILITIES AND ACCOUNTABILITY

CONSULTING

• Demonstrate a good understanding of the Employee Benefits (medical schemes, retirement fund, group risk, employee wellness programmes, expatriation health benefits etc) industry and products available in the market

• Conduct in-depth analysis of members'''''''' financial needs and provide appropriate advice, record, save on to the CRM and provide member with a copy of the record of advice
• Ensure that members understand the benefits, exclusions, administration processes and procedures of their appointed schemes. funds
• Advise 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
• Consult with members who have low investment (e.g. Red zone) to encourage them to increase their contributions or change their investment strategy
• Conduct and arrange onsite member assist sessions, inductions, and training sessions.  Ensure meeting notes are sent out for these engagements
• Assist with resolving outstanding requirements for new business applications in the event the department was unable to resolve after 3 attempts
• Year-end review presentations or where there is an open window period when required.
• ADMINISTRATION AND QUERY MANAGEMENT
• Attend to the resolution of members and/or employer queries.  You are required to escalate complex queries to your Senior Consultant as soon as possible
• Save client communication on internal drive, keep record of attendance register for training sessions, on-site sessions, queries received and option change forms
• 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 with resolution of billing discrepancies, membership compliance audits
• Provide the Human Resources and Payroll team of each client in your portfolio with monthly dashboard/reports/states on all activities and analysis relevant to your scope of responsibilities
• Provide day to day assistance for general queries and updates on claims from members and HR
• Submit withdrawal, funeral, death, disability claims for processing
• Designing member newsletters with fund information
• Dispatching of benefit statements
• Preparation of member booklets, presentations and fund summary reports for all employer groups Assist HR with updated claim forms upon request
• Governance - Ensure that all documents are saved on the Drive

PROFESSIONALISM

• Ensure 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 work stations neat, orderly and tidy
• Work collaboratively and efficiently with other team members and provide support where required
• Live by the Company’s core values
• Always be available to clients telephonically or respond timeously if a client call is missed

CROSS SELLING

• Persuade members to buy additional products to maximise their benefits e.g. Vitality, Gap Cover etc)

QUALIFICATIONS, COMPETENCIES AND EXPERIENCE

• Matric, FAIS & Proper Compliant (NQF Level 5 Regulatory Exams) and continuous learning is expected
• MS Office proficiency and proficiency in English (second Language Proficiency preferable) Driver’s licence, and own vehicle
• Minimum 2 years'''''''' experience in medical insurance
• Employee Benefits experience an advantage
• Excellent communication skills (verbal and written)
• Customer service excellence
• Willing to go the extra mile
• Self Managed

ESSENTIAL

• Matric
• Driver’s licence
• Own transport (advantageous)
• RE5 Regulatory Exam
• NQF5 Wealth Management (Advantageous
• Bachelor’s Degree would be advantageous
• Good Academic results

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