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Claremont: Medical Aid Broker Sales Consultant

Medical Aid Broker Sales Consultant

Posted on 2025-01-27

Category Customer Service Support

Location

Job Summary

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 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 center or client service environment RE5 and / or Wealth Management qualification NQF level 5 (advantageous) 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 DUTIES: 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 the Companys 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 HOURS: Monday to Friday: 08:00 17:00

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Medical Aid Broker Sales Consultant position available in Cape Town City Centre, Claremont. This job position was posted by . The job has been posted on 2025-01-27 in the Customer Service Support category

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