Medical Aid Broker/Sales Consultant (CPT Hybrid)

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.
• Assistance with other functions within the advisory and sales area if and when required.

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.
• 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.

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.

While we would really like to respond to every application, should you not be contacted for this position within 10 working days please consider your application unsuccessful.

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