Senior Health Care Consultant

KEY RESPONSIBILITIES AND ACCOUNTABILITY CONSULTING

- Demonstrate a good understanding 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;

- Conduct in-depth analysis of members’ financial needs and provide appropriate advice, record, save onto 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 resolve outstanding requirements for new business applications in the event the AC department was unable to resolve after 3 attempts.

- Yearend review presentations or where there is an open window period when required

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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 session, 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 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.

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 members 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 fund 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 workstation 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.)