Medical Aid Administration & Servicing- Preparing of quotes as per instructions received as well as all necessary paperwork (via email of physical file).
- Complete application, submit and then submit additional requirements where applicable. The update the health new business register.
- Update portfolio (Medical Aid only) and health new business register.
- Obtain tax certificates.
- Obtain travel certificates.
- Obtain member certificates.
- Obtain information regarding unpaid debits.
- Update health new business register.
- Any changes to the membership additions or cancellation of dependents.
- Manage and Maintain plan changes.
- Provision and assisting with Chronic application forms (we will not be responsible for following-up on chronic
- applications, we will merely submit them on behalf upon members request).
- Reward programmes e.g. Vitality and Multiply.
- Assisting in improving Multiply status and providing training to clients.
- Preparing Gap cover new business proposals.
- Preparing the necessary Gap cover paperwork and compliance.
- Provide ongoing advice and assistance with Gap cover claims.
- Keeping Gap cover register up to date.
Corporate Benefits / Schemes- Preparing of quotes as per instructions received as well as all necessary paperwork (either via email of physical file)
- Complete application, submit and then submit additional requirements where applicable.
- Communicate monthly billing to all our clients (Employers)
- Once employer approves billing or once the amendments have been noted on billing, submit for processing
- Make sure Statement of Account is issued with the amendments if applicable and communicate it with our client (Employer).
- Annual Reviews - Rates to be discussed with our client (Employer)
- Submit the signed rate renewal to insurance company for processing.
- Obtain rate renewal endorsement documents and forward to our client, the employer.
- Upon receipt of instruction, submit withdrawal to insurance company.
- Send confirmation to our client, the employer once the withdrawal is finalized.
- Make sure the next months billing is adjusted where necessary.
- One receipt of the instruction, submit claim to insurance company.
- Send confirmation to our client, the employer once claim is finalized.
- Make sure the next months billing is adjusted (for example. if it was a death claim).
Compliance:- Preparation of all Compliance related documentation
- FICA Checklists to be prepared and completed.
- Risk ratings completed and to ensure that there is a valid risk rating on file for each client.
- Scan and save compliance documents in the right place in the right way.
- Any ad hoc duties as and when required.
Minimum Requirements:- Grade 12-qualification
- Be Fully bilingual (English & Afrikaans)
- RE5 Examination is advantageous.
- Full relevant tertiary qualification (NQF Level 5) advantageous
- Drivers License essential
- Computer skills and knowledge (especially of Word, Excel, Outlook, Internet)
- Knowledge of operation of standard office equipment
- Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
- Knowledge of principles and practices of basic office/administrative management
- Medical Aid Products Know the different types of medical aid products, limits, and restrictions.
- Knowledge of Medical Insurance Policies would be advantageous
- Knowledge of different plans, types of cover, standard exclusions etc.
- Proven track record on prescribed minimum benefits and the Chronic Conditions as recognised by current legislation.
- Thorough knowledge on Gap Cover.
- Corporate Benefit knowledge would be advantageous
Core Competencies of the position:- The ability to take reference material and assimilate information to determine relevancy to the client cases.
- Ability to work under pressure - Ability to remain calm and focused during stressful situation is vital.
- Effective communication skills Listen and communicate instructions clearly and simple. This relates to verbal as
- well as written communication. Listening forms the foundation of communication, and one must be able to listen to their requests and suggest relevant, suitable policies
- Accuracy and Attention to detail Provide correct information and pay attention to every detail.
- Problem Solving Our industry has lots of challenges and changes therefore the ability to conquer challenges and present solutions is a must have.
- Diversity sensitivity Culture sensitivity and the ability to build strong relationships with colleagues.
- Planning and Prioritizing Proper planning and prioritizing will make your workday more efficient.
- Interpersonal Abilities Relate to fellow employees as well as clients. Build relationships and the business will prosper this is a highly valued skill.
- Service Orientated and client centric must have a desire to make a difference in our clients lives.
- Systematic and Methodical in executing daily duties.
- Strong Admin Skills ability to organize and plan work and follow the process strictly.
- Must be neat and have good attention to detail as well as awareness of the importance of meeting deadlines.
- Positivity and energy Promote emotional maturity and positive outlook; be energetic and exert radiance.
- Work Ethics Embrace the work culture and dynamics of the employer.
- Professionalism Always be professional whether at work or at function. Set an example to all around you you never know who sees you.
- Self Confidence Be confident. Speak Clearly and persuasively and maintain your composure if rejected.
- Motivated Stay motivated and be able to motivate team/fellow employees when they feel discouraged.
- Ability to work with little to no supervision.
- Determination & perseverance When at first you do not succeed, try again. Never give up.
- Enthusiasm Be enthusiastic in every aspect of your tasks no matter how trivial it may seem.
- Punctuality Always be on time for every appointment as this shows respect for the other person/party involved.
- Be Pro-Active Be a go-getter, do not wait for the opportunity, create the opportunity. Take initiative. Actively
- seek out new customers to maintain a flow of Commissions.
- Honesty Always be honest and open and people will relate to you and respect you for this. The foundation of a successful relationship is built on trust.
- Adaptability & Flexibility - Change is inevitable especially in the insurance industry thus adaptability and flexibility are non-negotiable.
- Curiosity desire to self-study in own time and read, learn, and research technical aspects / issues.
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