Healthcare client care consultant

SUMMARY:
Healthcare Client care consultant/Medical Aids - Bilingual - Afrikaans and English

POSITION INFO:

Our client is seeking to employ a Healthcare Client Care Consultant (Medical Aids)- Biingual, Afrikaans and English

Provide an effective and efficient conduit between the Company  and its clients (i.e. members and appointed representatives of the organisation) through provision of advice and intermediary services i.e. product information, plan advice, query resolution, administrative service, product marketing, communication, training and education.

KEY RESPONSIBILITIES AND ACCOUNTABILITY

CONSULTING
- Provide clients with product information related to their employee benefits i.e. medical scheme, retirement fund, group risk, employee wellness programme, expatriation health benefits, etc
- Conduct in-depth analysis of members’ financial needs and provide appropriate advice. Save the record of advice and correspondence with the member on the appropriate platforms e.g. the network drive, CRM system etc, as per the style guide protocol;
- Highlight and explain clients the benefit structure, exclusions, administration processes and procedures of the appointed schemes/funds;
- Advise employees who are leaving their employers (retirement/resignations) of the options available to them e.g. continuation of membership, transfers, preservations options, tax implications, etc.) and refer them to an authorised financial planner for advice;
- Contact members who have low retirement fund assets (investment) to encourage them to increase their contributions or to change their investment strategy;
- Conduct onsite and virtual (online) member assist sessions and training sessions as and when required.

ADMINISTRATION AND QUERY MANAGEMENT
- Attend to the resolution of member’s queries. You are required to escalate complex queries to your team leaders as soon as possible or when the standard turn-around time for a query has been exceeded;
- Save client communication on internal network drive, keep record of attendance register for training sessions, on-site session, queries received and option change forms;
- Prepare meeting packs for trustees/committees, 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.
3
PRODUCT MARKETING

- Market all the products approved by ASI Financial Services to prospective clients, individual members, and the employees of appointed employer groups. You will be required to meet a set minimum number of client/prospective client engagements and sales as determined by your Team Leader or Manager.

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 ASI’s ‘Style Guide’ protocol, ensure that all external communication is peer reviewed before sending;
- Treat clients with dignity and respect;
- Keep work station neat, orderly and tidy;
- Work collaboratively and efficiently with other team members and provide support where required;
QUALIFICATIONS, COMPETENCY AND EXPERIENCE
- Matric;
- RE:5;
- Wealth Management/Financial Planning (NQF5) Certificate or you must at least be in the process of attaining the qualification before the expiry of the timeframe allocated as per the DOFA
- MS Office proficient and proficiency in English (second language proficiency preferable);
- Minimum of 2 years in Employee Benefits consulting (medical scheme and/or retirement fund and, group risk insurance)
- Minimum of 2 years’ experience in customer service
- Minimum of 1-year experience in sales or product marketing will be an added advantage
- Drivers licence and own vehicle will be an added advantage

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