PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.
PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
Reporting to the Healthcare Manager the successful applicant will, in a professional way, provide an effective and efficient conduit between PSG and the client (employer groups and members) by building employer and member relationships, medical aid reporting, reviews and training at large employer groups, resolving employee queries, giving advice on alternative medical insurance options, resolving claims queries, processing applications, providing billing information, coordinating wellness initiatives, wellness and chronic disease reporting.
Engaging with existing and new clients to identify and close new business opportunities.
Responsibilities:
Client Services
Identifying new business opportunities within the client base, as well as growing the client base through new accounts.
General Administration
Onsite visits and induction/ongoing training/presentation to clients
Assist clients with the application process
Assist clients with queries
Arrange and attend Wellness days
Ensure CRM data is up to date and accurate
Year-end & ad hoc client presentations
Present wellness event reports to clients
Identifying and providing leads to colleagues in other PSG Wealth service lines
Keeping up to date with provider amendments
Minimum Requirements:
Grade 12 / NQF5 qualification
3 years of healthcare specific experience
Systems, policy and financial services industry knowledge
FSB registration preference (RE5)
FAIS/FICA compliant
CMS registration
Ability to do presentations to clients
Excellent computer literacy and knowledge of MS Office
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