x2 Call Centre - Accredited Healthcare Consultants (FAIS ACCREDITED) - Sandton and Cape Town at Sanlam Group

About the Job

Overall Purpose of the Role

• Offer innovative Health benefits solutions and services to Individual clients and Employer Groups. Ensure client satisfaction, retention, and overall client expansion.

Key Responsibilities

• Key support to Bluestar advisers to drive health product sales.
• Support Bluestar Advisers with health and gap cover presentations to employer groups.
• Support in preparation of quotations and recommendation of suitable healthcare offerings to individuals and employer groups and their employees.
• Liaise with medical schemes to assist in driving uptake.
• Provide professional client interaction throughout all sales processes (application process and telephonic queries/frequent follow-up with clients)
• Act with due care, skill, and diligence in the execution of all duties.
• Fulfil contractual obligations as agreed to.

Key Responsibilities (continues)

• Support in oversight of the following:
  • Statutory obligations of the FSP.
  • Rendering of financial services of the FSP and individuals authorized to act on its behalf.
  • Business processes and operational ability.
  • Instill a culture of treating customers fairly in all aspects of the business.
• Provide an effective and efficient administrative channel between Bluestar clients and service providers.
• Good understanding of the benefits, rules of the three product providers; Bonita’s, Fedhealth and Sanlam Gap Cover.
• Call centre inbound and outbound client calls

Qualifications

• Financial Services Industry related qualification
• RE5
• NQF5
• Council for Medical Schemes accreditation – no longer under supervision
• Class of Business-Health
• Class of Business – Short term personal lines
• 2 - 5 years’ experience within the healthcare industry
• Experience in advice management processes – advantageous

Experience

• 2 - 5 years’ experience within the healthcare industry
• Experience in advice management processes – advantageous

Knowledge

• Knowledge of Industry regulations; ex POPIA, TCF
• Knowledge of selling methodologies
• Knowledge in planning and co-ordinating of sales initiatives

Competencies

• Excellent communication and presentation skills
• Business orientation
• Decision making
• Analytical thinking
• Work standards
• Planning and organising
• Innovative thinking
• Results and success driven
• Treating customers fairly
• Building and maintaining relationships
• Team building skills
• Adaptability
• Self-confidence and energy
• Computer skills (MS Word, MS PowerPoint & MS Excel)