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 valid driver’s license are essential.
Responsibilities:
Member support:
- Resolve day-to-day member queries within SLA for assigned employer groups.
- Respond timeously to client inquiries, 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 Medical Schemes Act.
- Maintain 'fit and proper' status and complete CPD timely.
- 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
- NQF 5 Certificate in Wealth Management
- RE 5 Certificate
- 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 MS Office Suite (Word, Excel, Outlook, PowerPoint)
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 8 September 2025.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Job Type: Full-time
Application Question(s):
- Do you have your own vehicle as this role will require regular travelling?
Experience:
- healthcare and wellness in financial services: 3 years (Required)
License/Certification:
- NQF 5 Certificate in Wealth Management (120 fais credits) (Required)
- RE 5 Certificate (Required)
- Drivers Licence (Required)
Work Location: In person