Description

The key purpose of this position is to attend to all administration relating to Medical Aid, Gap Cover and Group Corporate Benefits in order to free up the Sales Executive to allow them time to focus on the client.

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 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.

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 withdrawal is finalized.

Make sure the next month’s billing is adjusted where necessary.

One receipt of instruction, submit claim to insurance company.

Send confirmation to our client, the employer once claim is finalized.

Minimum Requirements:

Grade 12-qualification

Be Fully bilingual (English & Afrikaans)

Full relevant tertiary qualification (NQF Level 5) advantageous

Medical Aid Products – Know the different types of medical aid products, limits, and restrictions.

Knowledge on Medical Insurance Policies would be advantageous

Knowledge of different plans, types of cover, standard exclusions, prescribed minimum benefits and Chronic Conditions as recognised by current
legislation, Gap Cover and Corporate Benefits.

Please send your resume/CV