Recruitment Room Team
Medical Aid Broker/Sales Consultant (CPT Hybrid)
Job Description
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. You must be proficient with Excel & CRM programs.
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.
