Medical Aid Broker Sales Consultant

SUMMARY:
Our client in Claremont is seeking a Medical Aid Broker Sales Consultant to join their team. The ideal candidate will have at least 2 years of experience in the medical aid industry, with a background in a call center or client service environment. Strong verbal and written communication skills, proficiency in Excel and CRM programs, and the ability to work under pressure are essential. CMS accreditation and RE5 or Wealth Management qualifications (NQF Level 5) are advantageous. The successful applicant will be detail-oriented, disciplined in follow-ups, and focused on building strong client relationships while adapting to new challenges.

POSITION INFO:
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Insurance and Medical Aid
BASIC SALARY : R18 000.00 – R23 000.00
START DATE : A.S.A.P / Immediate

REQUIREMENTS:

• National Senior Certificate or equivalent
• CMS accreditation (not compulsory but advantageous)
• At least 2 years’ experience in medical aid industry is essential
• Knowledge and experience of the above-mentioned functions
• Experience in a call center or client service environment
• RE5 and / or Wealth Management qualification NQF level 5 (advantageous)
• Good verbal and written communication skills
• Competent with excel & CRM programs
• 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
• Strong analytical and listening skills
• Team player
• Ability to work well under pressure
• Strong client service focus
• Relationship management skills
• Adaptable

• 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
• Compiling of 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
• Identifying client’s need for positioning of the Company’s 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
• Assistance with other functions within the advisory and sales area if and when required

• Monday to Friday: 08:00 – 17:00