Member Consultant: Healthcare | Stellenbosch
PSG Konsult Ltd · Stellenbosch, Western Cape
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- This job description outlines the responsibilities, requirements, and expectations for existing staff in the role of Member Consultant: Healthcare. The purpose of this document is to reinforce the scope of the position and ensure alignment with operational needs, particularly with respect to client servicing and travel requirements.
Job Overview
- The Member Consultant: Healthcare is responsible for the day-to-day, on-site servicing and administration of healthcare employer groups. Under the guidance of the Healthcare Account Executive, this role requires active engagement with client HR departments and employees through face-to-face consultations.
- The consultant will be involved in advising on healthcare-related products, resolving queries, conducting member training, assisting with billings, and facilitating onboarding and renewals. This role also includes significant travel to client sites, and a reliable vehicle and a valid driver's license is essential.
Responsibilities
Member Support
- Resolve day-to-day member queries within SLA for assigned employer groups.
- Respond timeously to client enquiries, escalating complex matters to the Account Executive.
- Facilitate onboarding for new employees, including plan selection guidance.
- Provide face-to-face query resolution to HR/Payroll and members.
- Deliver client induction presentations and renewal training.
- Assist in developing and rolling out healthcare strategies under guidance.
- Manage relationships between clients and healthcare providers.
- Present products and updates to members and HR groups.
- Support healthcare project rollouts and identify cross-selling opportunities.
- Serve as back-up to other consultants when required.
Administrative and Policy Support
- Maintain accurate and compliant client records.
- Track policy amendments, claims, applications, and coverage changes.
- Monitor the implementation and administration of group healthcare plans.
- Schedule meetings, wellness days, and client presentations.
- Ensure accurate data capture and effective documentation on all admin systems.
Client Relationship Management
- Serve as a key contact point for clients and third-party providers.
- Build trusted relationships with HR/Payroll and assist with their queries including billing and scheme benefits.
- Provide training to HR on internal procedures and processes.
Compliance and Regulatory Oversight
- Ensure compliance with FAIS, POPIA, and the Medical Schemes Act.
- Maintain "fit and proper" status and complete CPD in a timely manner.
- Use the approved ROA and ensure it is shared in compliance with regulations.
- Attend training sessions to stay updated with industry knowledge.
- Offer and explain complimentary products such as gap cover where applicable.
Reporting and Risk Management
- Keep updated and secure records in line with confidentiality protocols.
- Alert the Account Executive or Senior Management to any client risks.
- Generate relevant reports on client activities and queries.
Minimum requirements
- Grade 12/Matric
- NQF5 qualification and RE5
- 3–5 years of relevant experience in healthcare/medical aid within financial services.
- Proficient in English and at least one other official South African language.
- Computer literate MS Office
- Valid driver's license and own reliable vehicle non-negotiable.
Competencies Required
- Strong organisational and multitasking abilities.
- Effective presentation and communication skills.
- Attention to detail and discretion in handling sensitive information.
- Ability to work independently and manage time effectively.
- In-depth knowledge of healthcare benefits, medical schemes, and industry legislation.
- Proficiency in the MS Office Suite Word, Excel, Outlook, and PowerPoint, with advanced Excel skills, including the use of VLOOKUP/XLOOKUP functions, Pivot Tables, data analysis, and reporting.
Closing date: 03-Sept-2026