Our client in the financial advisory and healthcare solutions industry based in Kloof, Durban is seeking a Medical Aid, Health Insurance and Gap Cover Assistant to provide comprehensive administrative and client support to Advisors.

The role focuses on client relationship management, compliance administration, business processing, and supporting client retention and acquisition initiatives.

Requirements:

• Matric - Essential
• Relevant tertiary qualification
• 3 -5 years' experience in a similar industry
• Outlook and Microsoft 365
• Microsoft Office, Microsoft Teams and SharePoint
• CRM systems
• Medical quoting systems
• Strong problem-solving and communication skills
• Ability to work under pressure and take full accountability

Responsibilities, but not limited to:

Client Communication and Support

• Provide clients with Medical Needs Analysis documents

• Follow up with internal and external stakeholders

• Schedule meetings and request required documentation

• Attend to client queries professionally and efficiently

• Assist clients with document completion and signing

• Support advisor at client presentations and events

• Liaise with finance regarding commissions and fees

• Maintain a friendly, caring, and professional client approach

Administration and Compliance

• Prepare quotations and advisor recommendations

• Complete application and POPIA consent documentation

• Obtain FICA and FAIS documentation and perform sanctions screening

• Load and update new business applications

• Maintain CRM and new business registers

• Track new business, plan changes, renewals, and Record of Advice

• Send confirmations of cover to clients

• Ensure adherence to regulatory and compliance requirements

Practice and Office Support

• Monitor FAIS compliance requirements for health products

• Keep CRM and SharePoint systems updated

• Mentor junior assistants where required

• Assist with reception duties on a rotational basis

• Uphold company values of Integrity, Respect, Ownership, and Excellence

• Contribute to positive office morale

Performance and Development

• Participate in KPI setting and performance reviews

• Provide accurate performance reporting

• Participate in training and development initiatives

• Comply with all internal policies and procedures

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.