Key Account Consultant: Medical Aid at ASI Financial Services

ROLE PROFILE

The successful candidate will be an effective and efficient conduit between ASI Financial Services (ASI) and its clients (i.e. members and appointed representatives of the organisations) through provision of advice, distribution services, query resolution, administrative services, communication, product training, and education.

QUALIFICATIONS AND EXPERIENCE

• NQF level 5 (Wealth Management)
• RE5 (non-negotiable)
• CMS Accreditation
• Driver’s License
• Client Service Excellence
• Own reliable car
• Appointment is subject to DOFA and MIE checks.

CONSULTING AND DISTRIBUTION

• Demonstrate a good understanding of the medical scheme industry
• Conduct in-depth analysis of members’ financial needs and provide appropriate advice, record, save and provide member with a copy of the record of advice
• Ensure that members understand the benefits, exclusions, administration processes and procedures
• Medical scheme distribution
• Conduct onsite member assist sessions and training sessions.

ADMINISTRATION AND QUERY MANAGEMENT

• Attend to the resolution of members and/or employer queries. You are required to escalate complex queries to your supervisor as soon as possible
• Save client communication on internal drive, keep record of attendance register for training sessions, on-site session, queries received and option change forms
• Request necessary data/information from schemes/funds to support projects
• Provide the Human Resource and Payroll team of each client in your portfolio with monthly dashboard report/stats of all activities and analysis relevant to you scope of responsibilities.

PROFESSIONALISM

• Ensure clear, effective, and professional communication to clients
• Always adhere to high standards of quality and professionalism (punctuality, formal dress code, professional written and verbal communication etc.)
• Comply with FAIS code of conduct
• Adhere to ASI’s ‘Style Guide’ protocol, ensure that all external communication is peer reviewed before sending
• Treat clients with dignity and respect
• Keep workstation neat, orderly, and tidy
• Work collaboratively and efficiently with other team members and provide support where required
• Live by the ASI core values