Medical Aid Admin Assistant

• 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 member’s 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.

• 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 month’s 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 month’s billing is adjusted (for example. if it was a death claim).

• 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.

• Grade 12-qualification
• Be Fully bilingual (English & Afrikaans)
• RE5 Examination is advantageous.
• Full relevant tertiary qualification (NQF Level 5) advantageous
• Driver’s 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

• 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.

Staff Solutions