ADMINISTRATIVE ASSISTANT TO MEDICAL ADVISOR

• Action and finalize queries within set SLAs
• Claims at medical schemes and gap cover
• General product-provider queries
• General client maintenance queries
• Ensure that advisors and clients are fully updated on progress of queries or requests
• Log all queries on internal system
• Utilize provider platforms where necessary

• Book out administration tasks to the client service team (claims; pre-authorisation; changes on membership; client education; etc.)
• Book out new business tasks to the new business team (new applications; addition of dependents; removal of dependents anything that influences the monthly contribution.)
• Effectively handle billing queries
• Refer escalated queries to the respective team leaders
• Liaise with broker consultants or service consultants to arrange Wellness Days
• Liaise with the respective Specialist Healthcare Advisor to arrange induction days
• Liaise with service providers to arrange training for HR, on online portals or service channels
• Provide HR with marketing material, when requested. Brochures, flyers, videos, etc.
• Request billing statements

• Ensure that marketing keeps to due dates/deadlines.
• Do follow ups prior to communication going out, to ensure that it is executed.
• Ensure that the approved communication goes out.
• Check in with marketing to ensure that social media platforms are updated weekly.
• Refer all marketing related queries to relevant people.

• Effectively follow the documented process for issuing agreements.
• Open a task and note all actions, until process is complete.
• Ensure that signed agreement is returned by advisor.
• Ensure that the commission template is created.
• Ensure that referral agreement register is kept up to date.
• Ensure that the referring advisor is aware of and understands processes and procedures.
• Ensure that a specialist healthcare advisor is allocated and that an introduction is done.

• Assist with scheduling of appointments, as and when requested.

• Refer commission template fixes to the New Business team.

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