Broker Sales Consultant – Medical Aid
Posted on 2025-01-31
Job Summary
A position has come available as a Medical Aid Broker Sales Consultant in the HealthMax team. The team provides medical aid advice, support and claim management services to ensure that clients get the most from their medical aid.
The Sales Consultant will 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 in obtaining alternative medical aid cover, advice during option change period and interim upgrading investigations.
Job description & duties:
- The duties for which you will be responsible in terms of this contract are briefly listed below and will be subject to amendment from time to time as required based on discussions with your manager:
- Service delivery and liaison with clients (telephonically and via email)
- Liaison with medical aids to manage and resolve clients 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 clients health portfolio to ensure clients are covered from a holistic health perspective.
- Identifying clients 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
Education and Experience:
- 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 centre or client service environment
- RE5 and / or Wealth Management qualification NQF level 5 (advantageous)
Key competencies:
- 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
If you didn`t hear from us within 5 days please note that your application was unsuccessful.
Broker Sales Consultant – Medical Aid position available in Western Cape, Cape Town. This job position was posted by JenRecruitment. The job has been posted as a premium ad on 2025-01-31 at 13:03:15 in the Insurance And Investments category
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