DC -Migrations Consultant- DP

Overview

Job Purpose The purpose of this role is to engage clients who do not have an appointed broker and successfully position Discovery Connect as their preferred broker. This role ensures that clients receive enhanced service for their Medical Aid, including efficient handling of queries, plan changes, and additional product offerings. By following a consistent process, the role is aimed to:

• Maintain compliance with regulatory requirements.
• Improve client satisfaction through proactive and personalized support.
• Streamline communication between clients and Discovery Connect for a seamless experience.

• Conduct outbound telephonic with Discovery Health clients who do not have an appointed broker and convince them to migrate to Discovery Connect.
• Clearly explain the benefits of appointing Discovery Connect as their broker and secure client agreement.
• Ensure all migration processes comply with regulatory requirements.
• Inform clients that they will receive official communication within 30 days of agreeing to appoint Discovery Connect, including broker details and contact information.
• Ensure that monthly migration targets are met.
• Ensure that all administrative changes are processed timeously and within the SLA times.
• Keep accurate statistics on all calls, contacts from clients spoken to and provide daily reports to the MIS team and management.

• Have sales ability and be persuasive
• Be friendly, sincere, confident, courteous and positive
• Be self-managed
• Have excellent administration skills and be extremely organized
• Have the ability to deal with change
• Be able to maintain confidentiality
• Have excellent telephone skills
• Have excellent verbal and written communication skills
• Be self-motivated and pro-active
• Be able to prioritize, work under pressure and manage deadlines
• Be a team player
• Be resilient
• Be service oriented and customer focused
• Be results driven
• Be quality driven
• Able to work overtime from time to time, which may include weekends.

• Matric
• At least 2-3 years’ experience in a Health sales position and/ or Outbound Telesales environment (Essential)
• 2-3-years Retentions experience or Telesales experience
• Excellent English and Afrikaans spoken would be beneficial
• FAIS accreditation – NQF 4 or 5 FAIS credits (Required)
• Regulatory exams (Required)
• Good Excel and Word skills

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.