Senior Consultant at Alexander Forbes

Main Purpose:
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, which is currently guided by our Targeted Operating Model. Ensure client retention and provide professional and exceptional quality of 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.                                               
Co-coordinating of all relevant people (i.e. associate consultant, schemes, and client) required to manage the relationships. Manage the assistant consultant allocated to same clients in a manner that ensures AFH standards are to be maintained at all times. Identify appropriate and realistic growth opportunities for the associate consultant.​

​Formal Qualifications:

• 120 FAIS Credits – minimum requirement (FPI, Wealth management etc..)
• 3 year degree/diploma
• Specific subjects required in qualification – Long Term category A, Short Term Personal Lines and Health Benefits
• Regulatory Exam 1

Required Experience:

• 3 years in Healthcare Industry
• 2 years’ experience in consulting to clients in a healthcare brokerage
• Healthcare Industry, Product and legislative knowledge

Professional Membership or Registration

• CMS
• FSB
• Driver’s license - essential
• Willing to travel

Key Performance Areas:
Financial

• Establish and manage the Profit and Loss position on services offered to clients – sign off by Team leader   
• Maintaining existing client base - No client loss
• Invoicing for work outside of year planner, as agreed with the client and Team Leader
• 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 TL and Operation Manager of expenses to be incurred
• Notify TL and compliance officer on errors/omissions that may lead to AFH being held accountable

 
Clients

• Continuous communication and meetings with clients to ensure thorough understanding of client’s 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 Livelink 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, Adhoc 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 guidelines 

Full responsibility

• Year-end project management including the preparation of client communication, presentations conducted and reports presented
• Management of assistant consultant i.e. checking that the service calls are done, queries are resolved, emails are up to date, client billing statement, minutes and file notes completed and saved on Livelink and that reconciliations are being managed by the assistant consultants
• Provide support and transfer skill to the assistant consultant
• 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 team leader on the shared clients
• Project Management
• Contribution to business development/projects/initiatives

People

• Skills transfer down to assistant consultant.
• Bi-annual appraisal for assistant consultant in conjunction with manager
• Technical development including attendance of internal forums and training courses
• Continuous learning and self-development and identifying of training needs

Core competencies:

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