Phone prospects and quote on various medical aid options (existing client’s and leads)
Following up on information sent and answering all questions client has in order to select the correct plan.
Processing all new business applications:
Submitting application
Ensuring all underwriting requirements are received from client and submitted to
Discovery
Ensuring membership is activated according to SLA
Ensuring client receives confirmation of acceptance
Processing all addition of dependent and registration of new baby requests
Completing Health FNA’s
Processing change of broker requests
Servicing for all medical aid client’s on our book
Assisting with claims queries
Processing changes (i.e. banking details, contact details ext)
Request of duplicate membership cards
Tax certificate requests
Authorization queries
Removing staff from company billing
Employer billing assistance ext
Resolving debit order queries
Request of international travel letters
Processing all Keycare income verification queries on a quarterly basis
Phoning for appointments
Following up on quotes sent to client’s
Handling incoming queries from clients
Health year-end review with all medical aid client’s on our book
Seeing client’s and companies for presentation on medical aid options.