Reference: PC001390-RC-1
Our client in Pinelands who specializes in Investment and Wealth Management is looking for a professional Medical Aid Advisor to provide excellent customer service and Medical Aid advice.
Duties & Responsibilities
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE: Permanent
SECTOR: Finance / Insurance
BASIC SALARY: Neg
START DATE: A.S.A.P / Immediate
Requirements:
- Matric
- 3 years’ experience in Insurance Industry
- RE5 Exam / Business related study or degree
- Knowledge of Medical Aid and GAP cover
- Knowledge of regulatory requirements as well as compliance with FAIS and FICA legislation
- Knowledge of PPS and Momentum
- Discovery Health knowledge and experience (advantageous)
- Excellent communication skills
- Strong time management skills
- Champions client and customer focus
Duties:
- Service all medical aid clients by reviewing plans and consulting with clients
- Prepare communication to clients regarding medical aid updates and value add options as and when required
- Research 3 Medical Aid options for clients and create presentations, including the costs and benefits
- Research Gap cover options and document summary of information for internal and external use
- Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation
- Facilitate client transfers
- Record of advice, prepare and submit for sign off
Hours:
- Monday – Friday 08:00 – 17:00
Should you meet all the requirements, apply on our website at today. Should you not hear back from us within 10 working days, please consider your application as unsuccessful. We will retain your credentials for future similar roles.
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