PP0995 - Healthcare Consultant - Alexander Forbes Limited - Sandton

Designation: PP0995 - Healthcare Consultant Category: Health Consulting - OF2301 Posted by: Alexander Forbes Posted on: 24 Jan 2024 Closing date: 01 Feb 2024 Location: Sandton Purpose of the Job: The purpose of the job is to implement, manage and monitor the healthcare strategy for clients, ensure client retention, provide professional and exceptional quality of service at all times as per agreed service level agreement. In conjunction with Consulting Manager 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. Effectively run own portfolio of clients with guidance from the Consulting Manager. Overview: Financial Maintaining existing client base Ensuring services offered to clients and that are signed off by Consulting Manager do not exceed income as per P&L Identify new business opportunities, growth, new business and cross selling opportunities within client base Promote cross-selling initiatives within AF Updating Consulting Manager on changes to client base Notify Consulting Manager and compliance officer on errors/omissions that may lead to AFH being held accountable Manage costs within your control, including costs relating to travel, accommodation, telephone and printing. Ensuring confirmation of income is done quarterly for all clients Notifying Consulting Manager of expenses to be incurred Managing client wellness fund budget where applicable Clients In consultation with Consulting Manager Consulting and reporting Preparing and presenting changes to the client’s current medical scheme that could affect them as an employer as well as their individual employees. Provide advice to the employer pertaining to benefits, legislation and pending changes which could impact on each particular scheme. Ensure that the client’s health care arrangements remain competitive and cost effective and appropriate for the client and the profile of employees. Negotiating on behalf of employers with schemes (window periods, reviewing of underwriting status) Planning and implementing Health/Wellness Days Monitoring and ensuring resolution of client queries and the checking and processing of new member application forms, sent to the service hub Monitoring of tracking report regarding outstanding member application forms Compile all client reports, Year End Feedback report, Mid Year Report, Market Review, Review of Health care policy and subsidy review. In consultation with Consulting Manager - Consulting and reporting: Preparing and presenting changes to the client’s current medical scheme that could affect them as an employer as well as their individual employees. Provide advice to the employer pertaining to benefits, legislation and pending changes which could impact on each particular scheme. Ensure that the client’s health care arrangements remain competitive and cost effective and appropriate for the client and the profile of employees. Negotiating on behalf of employers with schemes (window periods, reviewing of underwriting status) Planning and implementing Health/Wellness Days Monitoring and ensuring resolution of client queries and the checking and processing of new member application forms, sent to the service hub Monitoring of tracking report regarding outstanding member application forms Compile all client reports, Year End Feedback report, Mid Year Report, Market Review, Review of Health care policy and subsidy review. Communication and training: Compilation of HR Packs, induction presentations, creating and customizing presentations for client’s specific needs. Facilitating the setup of intranet sites as and when required Compilation and distribution of member communication relating to year end, intervention letters and scheme changes Conducting presentations and workshops for employer contacts, members and employees at year end and during the year as needed. Distribution of induction material Management of client email queries and incoming telephone calls and ensuring resolution Daily communication and correspondence with clients, both formal and informal Billing: Facilitation of billing reconciliations if required by client Provide payroll contact training as and when required and maintain relationships Meetings: Drafting and circulation of minutes after each meeting to company contacts. Minutes must be signed off by client prior to filing Ensuring tasks assigned on minutes are completed in agreed timeframe and to clients satisfaction Management of client expectations, maintaining pro-active relationships and remaining client focused at all times Compliance to internal processes Adherence to compliance as set out in company compliance manual and consultants manual Act as the interface between member and client Compile and agree on Year Planner with client and ensuring that services offered are met. Complying to delivering service and commitments to the client thus building maintaining a trust relationship with client Act as the interface between the client and third parties i.e. schemes, council etc. Internal office administration i.e. ongoing updating of client data bases/client activity list, distribution lists, Quarterly Magazines, Newsletters, 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. Keeping Senior Consultants informed of all developments within the client base. General administration, filing and updating on Sharepoint. Electronic storing of minutes, FNA, file notes and reports etc. Adhering to scheme champion protocols and guidelines Updating of complaints and gift register Project Management Contribution to business development/projects/initiatives Year end project planning participation including the preparation of client communication, presentations conducted and reports presented People: Self-development Maintain knowledge, and keep abreast of changes, in the medical schemes’ industry. Attend required internal forums and training courses. Maintaining necessary NQF Level credits Alignment with a senior person for advice and assistance (not necessarily consulting manager) for mentorship. Education and Experience: Relevant Bachelor’s Degree or equivalent or 3 year diploma FAIS Accredited (120 Credits NQF Level 5) 3 year degree/diploma – Desirable Specific subjects required in qualification Long Term Category A, Short Term Personal Lines, Health Benefits – Essential Passed Regulatory Exams 3 years’ experience in Healthcare Industry 2 years’ experience in consulting to clients in a healthcare brokerage Healthcare Industry, Product and legislative knowledge Client management knowledge Must be fluent in Afrikaans Driver’s license – essential, willing to travel Professional Membership or Registration CMS FSB " data-auto-id"3590" data-css"report_field_detail" data-label-for"" data-label-required"False"> Financial Maintaining existing client base Ensuring services offered to clients and that are signed off by Consulting Manager do not exceed income as per P&L Identify new business opportunities, growth, new business and cross selling opportunities within client base Promote cross-selling initiatives within AF Updating Consulting Manager on changes to client base Notify Consulting Manager and compliance officer on errors/omissions that may lead to AFH being held accountable Manage costs within your control, including costs relating to travel, accommodation, telephone and printing. Ensuring confirmation of income is done quarterly for all clients Notifying Consulting Manager of expenses to be incurred Managing client wellness fund budget where applicable Clients In consultation with Consulting Manager Consulting and reporting Preparing and presenting changes to the client's current medical scheme that could affect them as an employer as well as their individual employees. Provide advice to the employer pertaining to benefits, legislation and pending changes which could impact on each particular scheme. Ensure that the client's health care arrangements remain competitive and cost effective and appropriate for the client and the profile of employees. Negotiating on behalf of employers with schemes (window periods, reviewing of underwriting status) Planning and implementing Health/Wellness Days Monitoring and ensuring resolution of client queries and the checking and processing of new member application forms, sent to the service hub Monitoring of tracking report regarding outstanding member application forms Compile all client reports, Year End Feedback report, Mid Year Report, Market Review, Review of Health care policy and subsidy review. In consultation with Consulting Manager - Consulting and reporting: Preparing and presenting changes to the client's current medical scheme that could affect them as an employer as well as their individual employees. Provide advice to the employer pertaining to benefits, legislation and pending changes which could impact on each particular scheme. Ensure that the client's health care arrangements remain competitive and cost effective and appropriate for the client and the profile of employees. Negotiating on behalf of employers with schemes (window periods, reviewing of underwriting status) Planning and implementing Health/Wellness Days Monitoring and ensuring resolution of client queries and the checking and processing of new member application forms, sent to the service hub Monitoring of tracking report regarding outstanding member application forms Compile all client reports, Year End Feedback report, Mid Year Report, Market Review, Review of Health care policy and subsidy review. Communication and training: Compilation of HR Packs, induction presentations, creating and customizing presentations for client's specific needs. Facilitating the setup of intranet sites as and when required Compilation and distribution of member communication relating to year end, intervention letters and scheme changes Conducting presentations and workshops for employer contacts, members and employees at year end and during the year as needed. Distribution of induction material Management of client email queries and incoming telephone calls and ensuring resolution Daily communication and correspondence with clients, both formal and informal Billing: Facilitation of billing reconciliations if required by client Provide payroll contact training as and when required and maintain relationships Meetings: Drafting and circulation of minutes after each meeting to company contacts. Minutes must be signed off by client prior to filing Ensuring tasks assigned on minutes are completed in agreed timeframe and to clients satisfaction Management of client expectations, maintaining pro-active relationships and remaining client focused at all times Compliance to internal processes Adherence to compliance as set out in company compliance manual and consultants manual Act as the interface between member and client Compile and agree on Year Planner with client and ensuring that services offered are met. Complying to delivering service and commitments to the client thus building maintaining a trust relationship with client Act as the interface between the client and third parties i.e. schemes, council etc. Internal office administration i.e. ongoing updating of client data bases/client activity list, distribution lists, Quarterly Magazines, Newsletters, 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. Keeping Senior Consultants informed of all developments within the client base. General administration, filing and updating on Sharepoint. Electronic storing of minutes, FNA, file notes and reports etc. Adhering to scheme champion protocols and guidelines Updating of complaints and gift register Project Management Contribution to business development/projects/initiatives Year end project planning participation including the preparation of client communication, presentations conducted and reports presented People: Self-development Maintain knowledge, and keep abreast of changes, in the medical schemes' industry. Attend required internal forums and training courses. Maintaining necessary NQF Level credits Alignment with a senior person for advice and assistance (not necessarily consulting manager) for mentorship. Education and Experience: Relevant Bachelor's Degree or equivalent or 3 year diploma FAIS Accredited (120 Credits NQF Level 5) 3 year degree/diploma - Desirable Specific subjects required in qualification Long Term Category A, Short Term Personal Lines, Health Benefits - Essential Passed Regulatory Exams 3 years' experience in Healthcare Industry 2 years' experience in consulting to clients in a healthcare brokerage Healthcare Industry, Product and legislative knowledge Client management knowledge Must be fluent in Afrikaans Driver's license - essential, willing to travel Professional Membership or Registration CMS FSB Apply Now

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PP0995 - Healthcare Consultant - Sandton

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