Medical Aid Advisory Assistant

• Provide clients with the MNA (Medical Needs Analysis) for them to complete

• Follow up on various instructions with internal and external stakeholders

• Phone client to request documents and schedule meetings either via email

• Attend to client queries

• Liaise with the events co-ordinator regarding RSVP on respective clients

• Attend client presentation, Prospecting events and interact with clients

• Liaise with finance division in respect of commission and fees

• Friendly and caring to the client in all endeavours

• Assist client in completing and signing documents

• Attend frequent team catch up meetings

• Send MNA information from clients to advisor

• Prepare quotations and detail recommendations for clients as per advisor

• Complete application and Popi consent forms and liaise with clients for signing docs

• Load new applications with service provider as per clients instruction

• Load and update new business register

• Load clients onto the CRM system

• Submit various instructions/workflows

• Frequently track and monitor all instructions – New business, plan changes, and annual renewals

• Update dependents

• Adhering to any outstanding requests from internal and external stakeholders

• Send confirmations of cover to client

• Constantly monitor and update FAIS requirements for health products

• Ensure CRM system is kept up to date

• Assisting and mentoring of other Assistants

• Assisting with reception on a rotational basis

• Behave and communicate in line with the company’s values of Integrity, Respect, Ownership and Excellence

• Contribute towards a positive office morale

• Strong admin skills and attention to detail

• Accuracy

• Strong communication, telephonic, written and with clients

• Please note for this role: Background checks will be conducted and therefore a clear credit and criminal record are non-negotiable

• Previous experience in the financial services industry

• Outlook and general Office 365 (specifically strong Excel skills, experience with MS Teams and SharePoint)

• CRM

• Medical quoting system

• Develop a moderate level of technical knowledge and ensure it is maintained or expanded.

• Participate in training and development as outlined in the individual training plan.

• You will be expected to contribute towards setting individual objectives and KPIs in conjunction with management and based on achieving business objectives.

• Provide accurate reports on individual performance and activities as requested.

• Contribute towards assessment of individual skills and compilation of training and development plan.

• Attend formal performance reviews at least annually.

• Comply with all business policies and procedures

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