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  • Posted: May 25, 2021
    Deadline: Not specified
  • Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilful ...
    Read more about this company


    Healthcare Consultant (Client-Facing)

    Who are we?

    • Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates.

    What will you do?

    • Responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. Responds to inquiries and resolves problems of a moderately complex nature. Establishes and/or develops relationships with firms to secure a preferred or a select sponsor position with that firm. Develops and implements annual business plan to promote and maintain business. Good interpersonal skills are essential for the success of the position.


    Key Responsibilities: 

    This position will have a key client and strategic focus. 

    • Receive requests for assistance or queries via an email or telephonically from the Client, Portfolio Manager or the Key Account Consultants.  Resolve these queries that were received ie Application of membership, withdrawals from the medical scheme, addition of a dependant, chronic application or any other query.
    • Follow up with the medical schemes on the queries (ie withdrawals, continuation of membership) received from clients.  Keep members informed of the status on their query via an e-mail or telephonically within 24 hours of receipt of the query.
    • Assist the members/clients by answering their incoming calls, faxes or emails and then start liaising with the medical scheme to ensure that the members/client's requests are actioned e.g. claims, chronic diseases, new application or their premiums.
    • Provide advice to members when they want to upgrade or downgrade their choice of medical scheme or option by first doing a needs analysis (looking at their affordability, members benefits plan, hospital plan) for them before advising, which medical scheme or option would be suitable for them, do all quotations on broker tools.
    • Pull the activity report from the member administration systems and then supply the clients with the report on request either on a weekly basis or monthly; to report or highlight any outstanding requirements, new member activations, terminations or transfers. 
    • Build a rapport with customers by being polite and show empathy when assisting them, portray professional business writing acumen and focus attention to detail.
    • Assist the members telephonically on how to correctly complete forms to help avoid delays and minimise the outstanding requirements from the medical scheme (i.e. members' height, weight, ID numbers) which may negatively affect the turnaround time for member's activation. Advise consultants on regular outstanding requirements on application forms. Escalate queries if you cannot solve the problem.
    • When receiving application forms or addition of dependant forms, ensure that this is completed in full before submitting to the scheme.  This will limit any delay in activation.
    • Deliver excellent customer experience at all customer engagement touch points by ensuring that customers’ needs are met, they are treated fairly, their engagement is made easy and they are satisfied with the service.
    • Leave customers assured that their affairs are being addressed timeously in all instances.
    • Take ownership of a customer interaction, accurately redirect all customers to the correct resource and ensure to follow-up with the customer that their need was met.

    What will make you successful in this role?

    • Relevant business degree or diploma or industry related qualification
    • 2 - 3 years industry specific experience RE Qualification
    • FAIS Compliant
    • Not Under Supervision
    • Council of Medical schemes Accreditation
    • Accredited with Medical Schemes

    Qualification and Experience

    • Relevant Business Degree or Diploma with 2 - 3 years'  Industry specific experience 

    Knowledge and Skills

    • Proficiency in Microsoft Office (Word, Excel, Outlook)
    • Valid driver’s license and own vehicle - Advantages

    Personal Qualities

    • Organisational Savvy – Maneuvering comfortably through complex policy, process and people related organizational dynamics.
    • Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
    • Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
    • Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.
    • Displays Care – Showing care and consideration to our clients that extends beyond professionalism.

    Core Competencies

    • Cultivates Innovation by creating new and better ways for the organisation to be successful.
    • Client Focus - Building strong customer relationships and delivering customer-centric solutions.
    • Drives Results - Consistently achieving results, even under tough circumstances.
    • Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
    • Resilience - Rebounding from setbacks and adversity when facing difficult situations.

    Build a successful career with us

    • We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

    Turnaround time

    • The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

    Our commitment to transformation

    • The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

    Method of Application

    Interested and qualified? Go to Sanlam on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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