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  • Posted: Nov 12, 2019
    Deadline: Not specified
  • Alexander Forbes is a leading provider of financial, risk and insurance and multi-manager investment solutions internationally. The primary operations are based in South Africa and the United Kingdom. A significant network of subsidiaries and partners ensures we provide an outstanding level of service to our customers internationally. Alexander Forbes’...
    Read more about this company

    Consultant Specialist

    The purpose of the job is to develop, implement and monitor the healthcare strategy for your clients, taking into consideration the prevailing Alexander Forbes Health approach.
    Ensure client retention and provide professional and exceptional quality advice and service at all times. Provide strategy for expansion on uncovered membership as well as identify new business opportunities and secure the additional revenue. Keep abreast of developments in industry and share these with clients.
    Coordinating of all relevant people (i.e. associate consultant, service consultant, schemes, and client) required to manage the relationships. Guide the service consultant allocated to same clients in a manner that ensures AFH standards are be maintained at all times.
    Formal Qualifications:

    •  FAIS Regulatory Exam requirement – Representative RE 5 (must have passed)
    •  120 FAIS Credits – minimum requirement (BCom Financial Planning, Wealth management, or equivalent)
    •  Specific subjects required in qualification (COB & CPD requirements must have been met)

    Required Experience:

    •  Minimum of 5 years experience in the Healthcare Industry
    •  Minimum of 3 years experience in consulting to clients in a healthcare brokerage
    •  Healthcare Industry, Product and legislative knowledge
    •  Professional Membership or Registration
    •  Council for Medical Schemes
    •  FSCA
    •  Driver’s license and own transport is essential
    •  Willing to travel

    Core competencies:

    •  Ability to Prioritize
    •  Time Management
    •  Problem Solving
    •  Communication (includes verbal, written communication)
    •  Report Writing
    •  Customer Service Orientation
    •  Quality orientation
    •  Building strategic partnerships

    Key Performance Areas:

    • Financial
    •  Manage the Profit and Loss position on services offered to clients – sign off by Branch Manager (BM)
    •  Maintaining existing client base - No client losses
    •  Invoicing for work outside of year planner, as agreed with the client and Branch Manager
    •  Identify growth opportunities within client base
    •  Identify new business opportunities
    •  Promote cross-selling initiatives within AF
    •  Manage costs within your control, including costs relating to travel, accommodation, telephone and printing.
    •  Ensuring confirmation of income is done quarterly for all clients
    •  Updating operations manager on changes to client base
    •  Notifying BM and Operation Manager of expenses to be incurred
    •  Notify BM and compliance officer on errors/omissions that may lead to AFH being held accountable


    •  Continuous communication and meetings with clients to ensure thorough understanding of clients needs and ensuring these needs are met
    •  Drafting and presenting accurate reports, particularly strategy reports as outlined in Service Level Agreement
    •  Compile and agree on Year Plan with client and ensuring that services offered are met.
    •  Understanding and communicating industry changes and challenges
    •  Drafting and distribution of client communication
    •  Building and maintaining trustworthy credible relationships with stakeholders at clients and relevant schemes
    •  Management of client billing statements and reconciliations
    •  Identifying opportunities within our client base where AFH can add value
    •  Ensuring that client satisfaction questionnaires and audits are conducted at clients
    •  Managing client expectations
    •  Keep abreast of legislative and industry developments and be able to relay its impact and importance to clients

    Compliance to internal processes

    •  Ensuring that client information is saved electronically on the Share Drive in clients master file and that a hard copy is ultimately archived
    •  Monitoring and ensuring resolution of client queries and the checking and processing of new member application forms, sent to the Member Service Unit or to assistant consultant
    •  Monitoring of tracking report regarding outstanding member application forms
    •  Internal office administration i.e. ongoing updating of client data bases/client activity list, distribution lists, Quarterly Magazines, Medizone, etc
    •  Ensuring that relevant invitations are extended to the correct contact people – i.e. Hot Topics, Employer Seminars, and CEO Breakfasts etc are extended and issued and followed up on timorously to clients
    •  Scheme champion duties, as outlined by the relevant team leader. This includes obtaining updated demographic and financial information, updating scheme financials, updating the benefit comparison, etc.
    •  General report writing, customizing the reports to suit the specific client requirements i.e. Year end feedback report, Mid Year report, Market Reviews, Year-end Renewal report, Subsidy reviews, Ad-hoc reports
    •  Handling client calls

     Management of client communication i.e. preparation and checking of agendas and agenda packs, following up and ensuring that minutes are drafted and signed off and the action items from meetings are resolved by the agreed upon deadline

     Adhering to scheme champion protocols and guideline

    Full responsibility

    •  Year end project management including the preparation of client communication, presentations conducted and reports presented
    •  Ensure that service calls are done, queries are resolved, emails are up to date, client billing statement, minutes and file notes completed and saved on Share Drive and that reconciliations are being managed
    •  Reporting into the team leader on client matters on a regular basis to discuss matters pertaining to support staff, areas of improvement, client specifics, concerns etc.

    Shared Client responsibility

    •  Encompassing all the above activities
    •  Providing assistance to the BH on the shared clients

    Project Management

    •  Contribution to business development/projects/initiatives


    •  Technical development including attendance of internal forums and training courses
    •  Continuous learning and self development and identifying of training needs?

    Method of Application

    Interested and qualified? Go to Alexander Forbes on to apply
  • Send your application

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