Pearl
Mid-Level Healthcare Service Consultant
Open to offersNew to PlatformAbout
Pearl K. is a highly experienced professional with 14 years of dedicated service in the Healthcare Industry. She has a proven track record as a Corporate Health Consultant at Agile Alternative Solutions, where she excels in maintaining strong relationships with brokers and corporate clients. Pearl effectively conducts regular reviews and provides expert advice on medical aid options, ensuring high levels of client satisfaction. At Alexander Forbes, she serves as a Service Consultant, adept at identifying growth opportunities and ensuring client retention through strategic consulting services. Her key responsibilities include preparing and presenting client reports, conducting detailed Financial Needs Analysis, and planning Wellness Days. Pearl's technical proficiency extends to a good working knowledge of Microsoft Excel, Word, and PowerPoint. Her qualifications include an NQF5 Wealth Management with 120 credits and accreditation with the Council of Medical Schemes and the Financial Sector Conduct Authority.
Experience
Service Consultant
Alexander Forbes · 2015 — 2024Identify opportunities for growth and cross-selling within the client base while ensuring client retention. Prepare and deliver quarterly reports and conduct presentations for both employers and members throughout the year. Maintain a strong relationship between the scheme and clients. Address Gap cover queries and advise on membership increases, providing strategic consulting services to keep employers informed of available benefits.Service Consultant
ASI Financial Services · 2013 — 2014Engage with members through face-to-face and telephonic consultations, providing plan advice and addressing Gap cover queries. Manage daily member inquiries and billing issues while overseeing the submission and follow-up of member applications and pension fund claims, and participating in wellness days.Admin Consultant
NMG Actuaries and Consultants · 2011 — 2013Advise members on selecting appropriate plans and schemes while navigating the Gap cover process. Handle daily inquiries and billing issues, and manage the submission and follow-up of member applications until activation.Healthcare New Business Administrator and Internal Consultant
Sasfin Private Bank · 2008 — 2011Submit new applications and dependents, ensuring timely activation, while addressing member inquiries regarding medical aid and claims queries. Maintain strong client relationships throughout the process.P.A to Baron Smale & Admin Office Manager
Met Financial Wealth Management · 2008 — 2008Compile financial spreadsheets for clients and manage filing and data entry tasks. Order stationary and conduct Cold Calling, capturing client information from Astute.Corporate Health Consultant
Agile Alternative SolutionsDevelop and maintain strong relationships with brokers and corporate clients. Conduct regular reviews with brokers to understand needs and develop growth opportunities. Provide expert advice on medical aid options while ensuring client satisfaction. Implement sales strategies to meet targets and identify new business within the portfolio. Collaborate with brokers for business growth and retention, and address complaints efficiently.Member Consultant
JLT (Jardine Lloyd Thompson)Support day-to-day member interactions and provide plan advice alongside a Senior Consultant. Conduct induction presentations and monthly on-site assistance. Ensure prompt resolution of member queries, managing relationships effectively and addressing Gap cover and administrative queries.
Skills & Expertise
Education
- B.Com- Industrial PsychologyUniversity of Pretoria · 2005 — 2006
- Grade 12Deutsche Schule Hermannsburg · 1999 — 2004
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