Personal Healthcare Consultant
Boardroom Appointments
Woodmead, South Africa
2d ago
source : Job Placements

Education and Minimum Requirements

  • Grade 12.
  • RE 5 Certificate (non-negotiable).
  • Qualification in Wealth Management or similar field advantageous.
  • Computer literate in Excel and word.
  • Competencies

  • 2 years’ medical aid experience in a financial advisory capacity.
  • Experience with retention and client services, non-negotiable.
  • Claims assessing experience advantageous.
  • Previous sales experience advantageous.
  • Excellent interpersonal and customer care skills.
  • Excellent telephone etiquette.
  • Highly organized with sound administrative skills.
  • Analytical thinking ability.
  • Responsibilities

  • Responsible for providing regular contact by means of outbound calls to direct members.
  • Build enduring relationships and display an understanding of the client’s needs, business environment and strategy to identify current and future opportunities related to member retention and enhancing member loyalty.
  • Provide accurate and comprehensive information on all HEALTH SQUARED options.
  • Drive client satisfaction throughout the inbound and outbound client interaction process.
  • Responsible for an inbound function by providing accurate and comprehensive information to customers and ensuring feedback is up to standard and provided within the turnaround times (TAT) of the business.
  • Navigate and interpret relevant information in order to provide the customer with appropriate and correct feedback.
  • Answers telephone calls promptly and meet customer needs.
  • Handle escalations and provide follow through in accordance with commitments.
  • Take immediate action when confronted with an escalation or query.
  • Handle irate customers and take personal responsibility of any query or concern that may emanate or have relevant to various areas of the business including claims, contributions, pre-authorisations, pharmacy and chronic medication, membership, Gap & Co pay, etc.
  • Always aim for enquiry resolution at first point of contact.
  • Takes full ownership and accountability for enquiry resolution and role-related tasks.
  • Ultimately promote retention of healthy members, while actively managing risk exposure.
  • Contributing to Team Success :
  • Actively participates as a member of a team to move the team toward the achievement of shared goals and adhere to team’s expectations.
  • Departmental support where and when necessary (assist with other areas if need be).
  • Ability to handle and work under pressure, whilst working individually and within a team.
  • Excellent time keeping.
  • Excellent attendance record.
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