| Date | 2025-01-23 |
|---|---|
| Job Title | Medical Aid Broker/Sales Consultant (Cpt Hybrid) |
| Employer | Datafin More Information |
| Salary | 0 |
| Category | It Computer |
| Location |
Western Cape / Cape Town |
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 2025-01-23 at 16:09:11 in the It Computer category
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