Job Description

Job Summary Our client a Financial Planning firm in Durbanville looking to hire a permanent Healthcare Administrator. Duties: Reception- Assist brokers to obtain necessary quotes Make sure quotes are accurate and agree to client information provided by broker and/or client and load client information on required systems Make sure all parties receive the necessary feedback. (ie client and brokers on status of request) Remain accountable of all client requests received as the primary responsible person to ensure clients and broker requests are carried out in SLA in a professional manner. Ensure client data meets the FICA requirements File all correspondence on and in prescribed systems and/or manner Assist brokers with compliance requirements Create and update client records with the focus on high quality and quantity of client data Send monthly review/renewal reminders to Financial Advisers Ensure that all processes are executed on WorkPool and completed within the required time frame Update the workflow daily with all follow-up tasks completed and document feedback Ensure that all fields are populated and that all the information are true and accurate to enable the compilation of reporting Ensure that all tasks are complete or within SLA Do weekly one on one with brokers regarding tasks that are pending (in progress) Adviser relationship (Professional with all financial advisers) Ensure that clients (advisers) experience with regards to service is sound Treat advisers as clients Manage adviser expectations to align with memorandum of understanding (Annexure A) and selected service model as per Adviser Agreement Initiate and execute on claims processes in SFP Centre of Excellence (COE) Ensure a referral agreement is in place Ensure that client has an active policy in place (Medical and/or GAP) Guidance to be supplied to client to complete claims on web platforms and obtain required supporting documents Follow up on execution of claim by the Product Provider within tasks SLA Complete task with in SLA by obtaining confirmation from product providers Requirements: RE5 WOULD BE GREAT 1-2 years relevant Healthcare Administration work experience Strong administrative skills Systems, policy, and industry knowledge Proficient in both spoken and written English, and Afrikaans Computer literacy (MS Office)

Insphired

Recruiter

OR

Job Mail