Medical Aid Broker Sales Consultant

AtripleA Recruitment; Cape Town; On-site; ZAR 220,000 - 300,000; Full time

Job summary

A leading recruitment agency in Cape Town seeks a Medical Aid Broker Sales Consultant to provide clients with medical aid advice and support. The role involves liaising with clients, managing medical aid application processes, and compiling quotations. Applicants should have a National Senior Certificate and at least two years' experience in the medical aid industry. Strong communication skills and proficiency in Excel are essential. Interested candidates should submit their CV and latest payslip via email.

Qualifications

• At least 2 years' experience in the medical aid industry is essential.
• Good verbal and written communication skills required.
• CMS accreditation is advantageous.

Responsibilities

• Liaise with clients to provide medical aid advice and support.
• Coordinate the processing of new sales and manage client queries.
• Compile comparative medical aid quotations based on client needs.

Skills

Experience in medical aid industry

Client service experience

Communication skills

Analytical skills

CRM programs proficiency

Education

National Senior Certificate or equivalent

RE5 qualification

Tools

Excel

Job description

Job Title: Medical Aid Broker Sales Consultant (Cape Town)

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.

Key Responsibilities and Duties

• Service delivery and liaison with clients (telephonically and via email)
• Liaison with medical aids to manage and resolve client's 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 client's health portfolio to ensure clients are covered from a holistic health perspective.
• Identifying client's need for positioning of Company 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

Skills

• 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

To apply, please submit your CV, as well as your latest payslip, to [e-mail].