Medical Aid Broker

SUMMARY:
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POSITION INFO:

MEDICAL AID BROKER/SALES CONSULTANT

ILLOVO - JHB

Duties & Responsibilities

ENVIRONMENT:

SERVE as a point of contact who clients can depend on for assistance and support with their medical aid and health-related products for advice and guidance as the next Medical Aid Broker/Sales Consultant sought by a dynamic Financial Services provider. You will help customers with obtaining alternative medical aid cover, advise during option change period and interim upgrading investigations. Applicants will need to have a National Senior Certificate or equivalent, 2 years Medical Aid industry experience including having worked in a call centre or client service environment.

DUTIES:

• ?????Service delivery and liaison with clients (telephonically and via email).
• ?????Liaison with medical aids to manage and resolve client’s application process and/or option change requests.
• ?????Effective coordination to ensure the timeously processing of new sales.
• ?????Lead qualifying and handling by engaging with clients and assessing clients’ individual needs.
• ?????Compile comparative medical aid quotations based on Needs Analysis done.
• ?????Recommendations and guidance on best suited option for clients’ needs.
• ?????Late Joiner Penalty investigations.
• ?????Ongoing support with the management of the client’s health portfolio to ensure clients are covered from a holistic health perspective.
• ?????Identify client’s need for positioning of Gap Cover, Dental Gap Cover & any other health related products developed by the company for referral generation for cross selling opportunities.
• ?????Advice and guidance on possible option changes on existing and new clients.
• ?????Effective coordination to ensure timeous following of all required processes for effective lead handling.
• ?????Adhere to all compliance standards and FAIS requirements.
• ?????Follow-up client calls where necessary.

REQUIREMENTS:

• ?????National Senior Certificate or equivalent.
• ?????At least 2 years’ experience in medical aid industry is essential.
• ?????Knowledge and experience of the above-mentioned functions.
• ?????Experience in a call centre or client service environment.
• ?????Ability to apply administration principals and work with detail and a high level of accuracy.
• ?????Disciplined with doing follow ups and reminders and keeping clients informed.

Advantageous –

• ?????CMS accreditation.
• ?????RE5 and / or Wealth Management qualification NQF level 5.

ATTRIBUTES:

• ?????Good verbal and written communication skills.
• ?????Strong analytical and listening skills.
• ?????Team player.
• ?????Ability to work well under pressure.
• ?????Strong client service focus.
• ?????Relationship Management skills.
• ?????Adaptable.

Salary: 

• Between R 15 000 to R 20 000 basic. Negotiable
• Possible commission