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Health Care Consultant

Recruiter : Alexander Forbes Group


The purpose of the job is to develop, implement and monitor the healthcare strategy for your clients, taking into consideration the prevailing Alexander Forbes Health approach, which is currently guided by our “SERVE Model.”
Ensure client retention and provide professional and exceptional quality of service at all times.
Minimum Requirements...

Minimum Requirements

Formal Qualifications:

   120 FAIS Credits - minimum requirement (BCom Financial Planning, Wealth management etc.)
   3 year degree/diploma ideal
   Specific subjects required in qualification - Long Term category A, Short Term Personal Lines and Health Benefits
   RE 1

Required Experience:

   Minimum of 5 years experience in the Healthcare Industry
   Minimum of 3 years experience in consulting to clients in a healthcare brokerage
   Healthcare Industry, Product and legislative knowledge
   Professional Membership or Registration
   Driver's license and own transport is essential
   Willing to travel

Job Specification...

Job Specification...

Core competencies:

   Ability to Prioritize
   Time Management
   Problem Solving
   Communication (includes verbal, written communication)
   Customer Service Orientation
   Quality orientation
   Building strategic partnerships

Key performance areas:

   Compliance to internal processes
   Full responsibility
   Shared client responsibility
   Project Management


   Manage the Profit and Loss position on services offered to clients - sign off by Branch Manager (BM)
   Maintaining existing client base - No client losses
   Invoicing for work outside of year planner, as agreed with the client and Branch Manager
   Identify growth opportunities within client base
   Identify new business opportunities
   Promote cross-selling initiatives within AF
   Manage costs within your control, including costs relating to travel, accommodation, telephone and printing.
   Ensuring confirmation of income is done quarterly for all clients
   Updating operations manager on changes to client base
   Notifying BM and Operation Manager of expenses to be incurred
   Notify BM and compliance officer on errors/omissions that may lead to AFH being held accountable


   Continuous communication and meetings with clients to ensure thorough understanding of clients needs and ensuring these needs are met
   Drafting and presenting accurate reports, particularly strategy reports as outlined in Service Level Agreement
   Compile and agree on Year Plan with client and ensuring that services offered are met.
   Understanding and communicating industry changes and challenges
   Drafting and distribution of client communication
   Building and maintaining trustworthy credible relationships with stakeholders at clients and relevant schemes
   Management of client billing statements and reconciliations
   Identifying opportunities within our client base where AFH can add value
   Ensuring that client satisfaction questionnaires and audits are conducted at clients
   Managing client expectations
   Keep abreast of legislative and industry developments and be able to relay its impact and importance to clients

Compliance to internal processes:

   Ensuring that client information is saved electronically on Livelink or applicable system in clients master file and that a hard copy is ultimately archived
   Monitoring and ensuring resolution of client queries and the checking and processing of new member application forms, sent to the Member Service Unit or to assistant consultant
   Monitoring of tracking report regarding outstanding member application forms
   Internal office administration i.e. ongoing updating of client data bases/client activity list, distribution lists, Quarterly Magazines, Medizone, 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
   Scheme champion duties, as outlined by the relevant team leader. This includes obtaining updated demographic and financial information, updating scheme financials, updating the benefit comparison, etc.
   General report writing, customizing the reports to suit the specific client requirements i.e. Year end feedback report, Mid Year report, Market Reviews, Year-end Renewal report, Subsidy reviews, Adhoc reports
   Handling client calls
   Management of client communication i.e. preparation and checking of agendas and agenda packs, following up and ensuring that minutes are drafted and signed off and the action items from meetings are resolved by the agreed upon deadline
   Adhering to scheme champion protocols and guideline

Full responsibility:

   Year end project management including the preparation of client communication, presentations conducted and reports presented
   Ensure that service calls are done, queries are resolved, emails are up to date, client billing statement, minutes and file notes completed and saved on Livelink or applicable system and that reconciliations are being managed
   Reporting into the team leader on client matters on a regular basis to discuss matters pertaining to support staff, areas of improvement, client specifics, concerns etc.

Shared Client responsibility:

   Encompassing all the above activities
   Providing assistance to the BH on the shared clients

Project Management:

   Contribution to business development/projects/initiatives


   Technical development including attendance of internal forums and training courses
   Continuous learning and self development and identifying of training needs

Recruiter: Alexander Forbes Group
Start Date: 2017-09-04
End Date: 2017-09-15
AA/EE: Applicable
Contract Permanent
Location: Durban
Available: ASAP
Category: Health & Fitness
Offer: Market Related

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