Closing Date: 3 May 2025
Job Type: Permanent
Job Level: Junior
Experience Required: 1 – 3 Years
Employment Equity: Not Applicable
Position Summary
This role involves selling healthcare-related products or services, while also managing a variety of administrative functions such as processing applications, maintaining client records, and acting as a liaison between clients and healthcare providers.
Key Responsibilities
- Contact prospects and existing Discovery Health leads to provide quotes on various medical aid plans.
- Follow up with clients regarding information sent, respond to queries, and assist in choosing the most suitable plan.
- Handle all new business applications, including:
- Submitting applications
- Collecting and submitting underwriting requirements
- Ensuring activation of membership in line with service level agreements (SLAs)
- Providing confirmation of acceptance to clients
- Process requests for additions of dependents and newborn registrations.
- Complete Health Financial Needs Analyses (FNAs).
- Manage change of broker requests.
- Provide ongoing servicing for all medical aid clients, including:
- Claims assistance
- Updating client information (e.g., banking or contact details)
- Requesting duplicate membership cards and tax certificates
- Handling authorisation and debit order queries
- Assisting with employer billing and removing employees from company accounts
- Providing international travel letters
- Managing KeyCare income verification quarterly
- Make calls to schedule appointments and follow up on quotations sent.
- Respond to incoming client queries.
- Conduct annual health plan reviews with all existing medical aid clients.
- Deliver in-person presentations on medical aid options to clients and corporate groups.
Minimum Requirements
Qualifications
- Completion of the RE Exam is required.
- Additional industry-related certifications are highly advantageous.
Experience
- At least 2 years of relevant experience within the insurance or healthcare industry.
- Familiarity with the X Plan insurance system is a strong plus.
Skills & Knowledge
- Proficiency in Microsoft Word, Excel, and Outlook is essential.
- Strong communication and administrative skills.
- Knowledge of medical aid processes and client service best practices.
