Service & Distribution Adviser – Medical Scheme x 3 provinces

Location: Limpopo, Mpumulanga & North West, Limpopo, Mpumulanga & North West, South Africa
Date Posted: 20-09-2018
DIVISION:   HEALTHCARE AND RETIREMENT FUND 
REPORTING TO:      SENIOR ADVISOR
 
ROLE PROFILE
Provide an effective and efficient conduit between the company and its clients (i.e. members and appointed representatives of the organisation) through provision of advice, distribution services, query resolution, administrative service, communication, training and education.
 
KEY RESPONSIBILITIES AND ACCOUNTABILITY
 
CONSULTING AND DISTRIBUTION
-     Demonstrate a good understanding of the medical scheme industry
-      Conduct in-depth analysis of members’ financial needs and provide appropriate advice, record, save and provide member with a copy of the record of advice
-     Ensure that members understand the benefits, exclusions, administration processes and procedures
-     Medical scheme distribution
-     Conduct onsite member assist sessions and training sessions. ADMINISTRATION AND QUERY MANAGEMENT
-      Attend to the resolution of members and/or employer queries. You are required to escalate complex queries to your supervisor as soon as possible
-      Save client communication on internal drive, keep record of attendance register for training sessions, on-site session, queries received and option change forms
-     Request necessary data/information from schemes/funds to support projects
-      Provide the Human Resource and Payroll team of each client in your portfolio with monthly dashboard report/stats of all activities and analysis relevant to you scope of responsibilities.
PROFESSIONALISM
-     Ensure clear, effective and professional communication to clients
-      Always adhere to high standards of quality and professionalism (punctuality, formal dress code, professional written and verbal communication etc.)
-     Comply with FAIS code of conduct
-     Adhere to companies ‘Style Guide’ protocol, ensure that all external communication is peer reviewed before sending;
-     Treat clients with dignity and respect
-     Keep work station neat, orderly and tidy;
-     Work collaboratively and efficiently with other team members and provide support where required;
-     Live by the companies core values.
 
QUALIFICATIONS, COMPETENCY AND EXPERIENCE
-     Matric, FIAS Fit & Proper compliant (NQF Level 5, Regulatory Exams) and continuous learning is expected.
-     Microsoft Office proficient and proficiency in English (second language proficiency preferable)
-     Drivers licence and own car essential as travel is required
-     2 year Medical Scheme Industry Experience in customer service experience;
-     Excellent communication (verbal & written)
-     Customer service excellence

Must have own vehicle and cell phone (reimbursement will apply). 
this job portal is powered by CATS