Description:
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.
18 Feb 2025;
from:
gumtree.co.za