Medical Aid & Employee Benefit Schemes Specialist

Our client a large concern in the medical and insurance industry is currently looking to employ a Medical Aid & Employee Benefit Schemes Specialist

Main Job Tasks And Responsibilities

Preparing quotes as per instructions received
Prepare necessary paperwork (either via email or physical file)
Complete applications
Scan and save compliance documents
Submit applications after it has been checked
Submit additional requirements where applicable
Update portfolio
Updating Relevant Registers
General servicing
Obtain tax certificates, travel certificates, member certificates, and information regarding unpaid debts
Advice on which product/option is suitable according to our client's needs (Comparisons)
Any changes to the membership additions or cancellation of dependents or plan changes
Upon member's request, an annual review will be conducted and discussed if need be
Provision and assisting with Chronic application forms
Advice on Chronic or Prescribed Minimum Benefit conditions
Assisting with reward programs like e.g. Vitality and Multiply
Preparing Gap to cover new business proposals, necessary paperwork, and compliance documentation as well as provide ongoing advice and assistance with Gap cover claims

Education / Experience / Knowledge Required

Grade 12-qualification
Relevant Qualification (Minimum NQF 5 preferably in financial planning, wealth management or alike)
RE5 Regulatory Examination for representatives
Be fully bilingual (English & Afrikaans)
Computer skills and knowledge (especially of Word, Excel, Outlook, and Internet)
Knowledge of the operation of standard office equipment
Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
Knowledge of principles and practices of essential office/administrative management
Specialist knowledge of medical aid plans, benefits, and products
In-depth understanding of Employee Benefit Schemes

Personal Attributes

Ability to work under pressure in a calm and collective manner
Effective communication skills Listen and communicate instructions in a clear and simple manner; this relates to verbal as well as written communication
Accuracy and attention to detail
Problem-Solving Our industry has many challenges and changes therefore the ability to conquer challenges and present creative solutions
Diversity sensitivity Culture sensitivity and the ability to build strong relationships with all colleagues and clients
Planning and Prioritizing
Attention to detail is very important as the company will be held liable if incorrect amounts are quoted.
Positivity and energy Promote emotional maturity and positive outlook; be energetic and exert radiance.
Work Ethics Embrace the work culture and dynamics of the employer
Professionalism Always be professional whether at work [Email Address Removed] an example to all around you you never know who sees you.
Motivated Stay motivated and be able to motivate team/fellow employees when they feel discouraged.
Determination & perseverance When at first you do not succeed, try again. Never give up.
Enthusiasm Be enthusiastic in every aspect of your tasks no matter how trivial it may seem.
Punctuality Always be on time for every appointment as this shows respect for the other person/party involved.
Be Pro-Active Be a go-getter, do not wait for the opportunity, create the opportunity. Take initiative.
Honesty Always be honest and open and people will relate to you and respect you for this. The foundation of a successful
Adaptability & Flexibility - Change is inevitable especially in the insurance industry thus adaptability and flexibility is a must-have.