Service And Distribution Adviser (FAIS) - Medical Scheme - Western Cape

🗏Job Type

Full Time

COMPANY: ASI FINANCIAL SERVICES

Department: ADVISORY SERVICES

JOB TITLE: Service and Distribution Adviser (FAIS)

DIVISION: HEALTHCARE

REPORTING TO: SENIOR ADVISER

ROLE PROFILE:

Provide an effective and efficient conduit between ASI Financial Services (ASI) and its clients (i.e. members and appointed representatives of the organisation) through provision of advice, distribution services, query resolution, administrative service, communication, training and education.

KEY RESPONSIBILITIES AND ACCOUNTABILITY –

CONSULTING AND DISTRIBUTION:

Demonstrate a good understanding of the medical scheme industry
Conduct in-depth analysis of members’ financial needs and provide appropriate advice, record, save and provide member with a copy of the record of advice
Ensure that members understand the benefits, exclusions, administration processes and procedures
Medical scheme distribution
Conduct onsite member assist sessions and training sessions.
ADMINISTRATION AND QUERY MANAGEMENT:

Attend to the resolution of members and/or employer queries. You are required to escalate complex queries to your supervisor as soon as possible

Save client communication on internal drive, keep record of attendance register for training sessions, onsite session, queries received and option change forms

Request necessary data/information from schemes/funds to support projects

Provide the Human Resource and Payroll team of each client in your portfolio with monthly dashboard report/stats of all activities and analysis relevant to you scope of responsibilities.

PROFESSIONALISM:

Ensure clear, effective and professional communication to clients
Always adhere to high standards of quality and professionalism (punctuality, formal dress code, professional written and verbal communication etc.)
Comply with FAIS code of conduct
Adhere to ASI’s ‘Style Guide’ protocol, ensure that all external communication is peer reviewed before sending;
Treat clients with dignity and respect
Keep work station neat, orderly and tidy;
Work collaboratively and efficiently with other team members and provide support where required;
Live by the ASI core values.
QUALIFICATIONS, COMPETENCY AND EXPERIENCE:

Matric, FIAS Fit & Proper compliant (NQF Level 5, Regulatory Exams) and continuous learning is expected.
Microsoft Office proficient and proficiency in English (second language proficiency preferable)
Drivers licence and own car essential as travel is required
2 year Medical Scheme Industry Experience in customer service experience;
Excellent communication (verbal & written)
Customer service excellence
Willing to go the extra mile
Job Type: Contract

Salary: R0.00 to R1.00 /month

Experience:

Medical Scheme Industry: 2 years (Preferred)


Apply Here http://bit.ly/2Nxqzu4

Job id : , #71265, 11 views,

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