Medical Aid Broker/Sales Consultant (Cpt Hybrid)
Posted on 2025-01-31
Job Summary
Cape Town – Western Cape
- 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.
- 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 clients health portfolio to ensure clients are covered from a holistic health perspective.
- Identify 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.
- 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.
- CMS accreditation.
- RE5 and / or Wealth Management qualification NQF level 5.
- 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.
Medical Aid Broker/Sales Consultant (Cpt Hybrid) position available in Western Cape, Cape Town. This job position was posted by Datafin. The job has been posted as a premium ad on 2025-01-31 at 16:09:24 in the It Computer category
Click Go Apply to apply online!
You might also like these jobs in the same area.
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Pretoria: Medical Aid Broker
Responsible for continuous marketing and relationship buiding. Prepare quotations and change of broker letters for new clients Assist with queries and claims and provide timeous feedback Manage and retain current Medical Aid Funds Provide companies. Degree
View Job
Medical Aid Broker
Cape Town: Medical Aid Broker Sales Consultant (Jb5017) posted by Kontak Recruitment
"Medical Aid Broker Sales Consultant (JB5017)Cape Town, Western Cape R18 000 - R23 000 CTC per month PermanentOur client, a prominent provider of innovative and flexible solutions centered around health, wellness, and financial security, is seeking medica
View Job
Medical Aid Broker Sales Consultant (Jb5017)
Claremont: Medical Aid Broker Sales Consultant
A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Insurance and Medical Aid BASIC SALARY : R18 000.00 R23 000.00 START DATE : A.S.A.P / Immediate REQUIREMENTS: National Senior Certificate or equivalen
View Job
Medical Aid Broker Sales Consultant
Cape Town: Broker Sales Consultant – Medical Aid posted by JenRecruitment
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 s
View Job
Broker Sales Consultant – Medical Aid
Johannesburg: Medical Aid Gap Consultant Gauteng posted by JenRecruitment
Our client a registered financial service provider, providing you and your family with innovative and cost-effective insurance solutions since 2009 is currently hiring a Gap Business Consultant. This position is to start 1 February 2025 however shortlistin
View Job
Medical Aid Gap Consultant Gauteng
Cape Town: Medical Aid (Call Centre) – Client Contact Centre Administrator posted by JenRecruitment
A vacancy exists for an Inbound Client Contact Centre and Correspondence Administrator in our Client Contact Department based in Claremont (Cape Town). This position is to start 1 February 2025. Shortlisting for the role has commenced.Applicants must have
View Job
Medical Aid (Call Centre) – Client Contact Centre Administrator
Pretoria: Automotive General Manager (Passenger Transport) Pretoria R Neg+ Car Allowance + Provident Fund + Performance Bonus + Medical Aid posted by Recruitment Web South Africa
EE African - Automotive General Manager (Passenger Transport) Pretoria R neg+ Car allowance + Provident fund + Performance Bonus + Medical aid Grade 12Tertiary qualification inBusiness AdministrationCommerceTransport ManagementOr equivalent5-8 Years Experi
View Job
Automotive General Manager (Passenger Transport) Pretoria R Neg+ Car Allowance + Provident Fund + Performance Bonus + Medical Aid
Cape Town: Medical Aid Broker/Sales Consultant (Cpt Hybrid) posted by Datafin
Medical Aid Broker/Sales Consultant (CPT Hybrid)Media/Marketing/SalesCape Town - Western CapeENVIRONMENT: 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 gui
View Job
Medical Aid Broker/Sales Consultant (Cpt Hybrid)
Cape Town: Medical Aid Broker Sales Consultant posted by AtripleA recruitment & temps
Job Title: Medical Aid Broker Sales Consultant (Cape town)Job Description: 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
View Job
Medical Aid Broker Sales Consultant
Western Cape: Medical Aid Broker Sales Consultant posted by Status Staffing
A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR
View Job
Medical Aid Broker Sales Consultant
Johannesburg: Medical Aid Broker
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
View Job
Medical Aid Broker
East London: Medical Aid Administrator (Temp)
Medical Aid Administrator required for a finance broker based in East London Duties include but are not limited to the following: Managing medical aid member enrollments, claims, and updates. Providing accurate information to clients regarding plan benefit
View Job
Medical Aid Administrator (Temp)
East London: Medical Aid Administrator (Temp) posted by Profile Personnel
Medical Aid Administrator required for a finance broker based in East London Duties include but are not limited to the following:Managing medical aid member enrollments, claims, and updates.Providing accurate information to clients regarding plan benefits
View Job
Medical Aid Administrator (Temp)