Specialist Advisor : Medical Aids / Insurance And Gap Cover

Hr Options; Pretoria; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading company in the health insurance sector is seeking a Specialist Healthcare Advisor fluent in English and Afrikaans. The role involves managing client relationships, providing expert advice on healthcare products, and leading a support team. Ideal candidates will have a strong background in health insurance, proven sales experience, and relevant qualifications.

Qualifications

• Minimum 5 years relevant experience in health insurance.
• Fluent in English and Afrikaans.
• Annual CPD points up to date.

Responsibilities

• Provide inputs for annual sales targets.
• Consult with clients to assess needs and recommend products.
• Manage support team's workflow and performance expectations.

Skills

Product Knowledge

Legislative Knowledge

Technical Knowledge

Communication

Education

Matric

RE5

Bachelor of Commerce or related degree

CMS accreditation

Tools

MS Office

Zoom

Job description

Our client is looking for a Specialist Healthcare Advisor who is fluent in English and Afrikaans (read, write, understand).

This is a nationwide position.

Your : Formal Education :

• Matric
• RE5
• Bachelor of Commerce or related degree (advantageous)
• Annual CPD points up to date
• CMS accreditation

Experience :

• Minimum 5 years relevant advice/consultation experience in the health insurance industry for both individual and group business
• Experience dealing with Financial Service advisors and product providers
• Proven track record of team management

Knowledge :

• Product Knowledge: Medical Aid, Medical Insurance, and Gap Cover products
• Legislative knowledge – Medical Schemes Act
• Systems knowledge – Quotation application of product providers
• Technical Knowledge – Commercial and Legal (Compliance)
• Technological: MS Office, Zoom, and other electronic engagement platforms

Responsibilities :

Sales :

• Provide inputs for annual sales targets
• Grow and maintain relationships to promote leads from advisors
• Participate in monthly meetings with the Executive to assess progress
• Assist the Executive with contingency planning for shortfalls
• Identify opportunities and discuss with the Executive
• Present industry and client-specific solutions on health insurance, primary health care, medical schemes, and EAPs

Clients :

• Consult with prospective clients to assess needs and recommend suitable healthcare products
• Review existing clients annually to ensure their needs are still met
• Recommend and implement policy changes as required
• Ensure quotations and advice are accurate and comprehensive
• Retain and build relationships with clients and financial advisors
• Participate in client education activities and campaigns

People :

• Manage the support team's workflow and performance expectations
• Communicate capacity constraints and provide guidance on escalated requests
• Identify training needs and assist with personnel development
• Supervise junior health advisors

Systems and Processes :

• Apply internal and external systems for logging interactions and ensuring data quality
• Understand and utilize product provider documents for quotations
• Handle escalated requests and stay updated on product changes
• Maintain compliance with industry developments and legislative requirements
• Manage administrative processes and client onboarding