Description:
RESPONSIBILITIES
- Phone prospects and quote on various medical aid options (existing client’s and Discovery Health leads)
- Following up on information sent and answering all questions client has in order to select the correct plan.
- Processing all new business applications:
- Submitting application
- Ensuring all underwriting requirements are received from client and submitted to Discovery
- Ensuring membership is activated according to SLA
- Ensuring client receives confirmation of acceptance
- Processing all addition of dependent and registration of new baby requests
- Completing Health FNA’s
- Processing change of broker requests
- Servicing for all medical aid client’s on our book
- Assisting with claims queries
- Processing changes (i.e. banking details, contact details ext)
- Request of duplicate membership cards
- Tax certificate requests
- Authorization queries
- Removing staff from company billing
- Employer billing assistance ext
- Resolving debit order queries
- Request of international travel letters
- Processing all Keycare income verification queries on a quarterly basis
- Phoning for appointments
- Following up on quotes sent to client’s
- Handling incoming queries from clients
- Health year-end review with all medical aid client’s on our book
- Seeing client’s and companies for presentation on medical aid options.
Requirements:
RESPONSIBILITIES
- Phone prospects and quote on various medical aid options (existing client’s and Discovery Health leads)
- Following up on information sent and answering all questions client has in order to select the correct plan.
- Processing all new business applications:
- Submitting application
- Ensuring all underwriting requirements are received from client and submitted to Discovery
- Ensuring membership is activated according to SLA
- Ensuring client receives confirmation of acceptance
- Processing all addition of dependent and registration of new baby requests
- Completing Health FNA’s
- Processing change of broker requests
- Servicing for all medical aid client’s on our book
- Assisting with claims queries
- Processing changes (i.e. banking details, contact details ext)
- Request of duplicate membership cards
- Tax certificate requests
- Authorization queries
- Removing staff from company billing
- Employer billing assistance ext
- Resolving debit order queries
- Request of international travel letters
- Processing all Keycare income verification queries on a quarterly basis
- Phoning for appointments
- Following up on quotes sent to client’s
- Handling incoming queries from clients
- Health year-end review with all medical aid client’s on our book
- Seeing client’s and companies for presentation on medical aid options.
- Phone prospects and quote on various medical aid options (existing client’s and Discovery Health leads)
- Following up on information sent and answering all questions client has in order to select the correct plan.
- Processing all new business applications:
- Submitting application
- Ensuring all underwriting requirements are received from client and submitted to Discovery
- Ensuring membership is activated according to SLA
- Ensuring client receives confirmation of acceptance
- Processing all addition of dependent and registration of new baby requests
- Completing Health FNA’s
- Processing change of broker requests
- Servicing for all medical aid client’s on our book
- Assisting with claims queries
- Processing changes (i.e. banking details, contact details ext)
- Request of duplicate membership cards
- Tax certificate requests
- Authorization queries
- Removing staff from company billing
- Employer billing assistance ext
- Resolving debit order queries
- Request of international travel letters
- Processing all Keycare income verification queries on a quarterly basis
- Phoning for appointments
- Following up on quotes sent to client’s
- Handling incoming queries from clients
- Health year-end review with all medical aid client’s on our book
- Seeing client’s and companies for presentation on medical aid options.
REQUIREMENTS
QUALIFICATIONS
- Completion of the RE Exam and any other industry related qualifications would be highly beneficial.
EXPERIENCE
- Two years industry related experience and a sound knowledge of Insurance.
- Experience on the X Plan insurance package would be highly beneficial
SKILLS AND KNOWLEDGE
- Word, Excel, Outlook is a must
- Completion of the RE Exam and any other industry related qualifications would be highly beneficial.
- Two years industry related experience and a sound knowledge of Insurance.
- Experience on the X Plan insurance package would be highly beneficial
- Word, Excel, Outlook is a must
REQUIREMENTS
QUALIFICATIONS
- Completion of the RE Exam and any other industry related qualifications would be highly beneficial.
EXPERIENCE
- Two years industry related experience and a sound knowledge of Insurance.
- Experience on the X Plan insurance package would be highly beneficial
SKILLS AND KNOWLEDGE
- Word, Excel, Outlook is a must
03 Apr 2025;
from:
careers24.com