Onsite Consultant - Port Elizabeth

Moso Consulting Services; Gqeberha; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial consulting firm in Eastern Cape seeks an individual to manage communication among medical aid schemes and clients. You will be responsible for resolving queries, attending to members, and handling administrative duties. The ideal candidate should have 1-2 years' experience in the financial services industry, strong organizational skills, and an understanding of medical aid rules. Interested candidates should submit their CV and qualifications via email.

Qualifications

• At least 1-2 years’ experience in the financial services industry.
• Ability to manage communication between stakeholders.
• Experience handling inbound and outbound calls.

Responsibilities

• Act as an interface between members and medical aid schemes.
• Attend to walk-in members and resolve their queries.
• Capture all queries on the CRM system.

Skills

Attention to detail

Time management

Customer centric

Team player

Organizational skills

Telephone etiquette

Work under pressure

Education

Matric or NQF level 4

RE 5 FAIS Regulatory Examination

National Wealth Management qualification - NQF level 5

Tools

MS Word

MS Outlook

MS Excel (intermediate level)

CRM Knowledge

Job description

We are seeking an individual to manage communication among medical aid schemes, our clients, and internal stakeholders. This person should effectively manage their time and ensure that we provide our clients with the highest quality of service possible.

JOB SPECIFICATION:

• Act as an interface between member and medical aid scheme.

• Attend to walk in members.

• Resolving member queries.

• General administrative duties.

• Capture all queries on the CRM system.Update the query report.

• Do follow up on member queries.

• Adhere to internal workflow processes.

• Understand medical aid rules and protocols.

• Ensure that all member information is handled according to the POPIA standards.

• Ability to attend to inbound and outbound calls.

• Adhere to turn-around times.

ABILITIES:

• Attention to detail

• Time management

• Customer centric

• Team player

• Organizational skills

• Telephone etiquette

• Work under pressure

• Display of positive attitude towards own work

TECHNICAL KNOWLEDGE:

Software knowledge:

• MS word, MS outlook, MS excel (intermediate level)

• CRM Knowledge

QUALIFICATIONS:

Essential

• Matric and or an equivalent of NQF level 4

• RE 5 FAIS Regulatory Examination

• National Wealth Management qualification - NQF level 5

Experience

At least 1-2 years’ experience as a business consultant/administrator in the financial services industry.

REQUIRED DOCUMENTS:

• Comprehensive CV

• Copy of Matric Certificate and any other qualifications

• Copy of Certified ID

Please email documents to [e-mail]