Careers 

About the Employer

Optivest Health Services is a leading national consultancy, specialising in providing objective, independent and focused health cover solutions to individual members and medium to small employer groups.

At Optivest, medical schemes and medical-scheme-related products are our speciality. It is our vision to enable all South Africans to get medical cover that suits their individual and family needs, while saving them money.

About the Position

Optivest Health Services has a vacancy for Client Service Consultants to provide dedicated support to clients with their medical scheme, gap cover, and related health products. This role is focused on delivering professional service and ongoing assistance to ensure clients receive the best value from their health cover.

Job location: Durbanville, Cape Town

General Requirements

• Reliable and punctual, with excellent time management
• Professional demeanour
• Own transport
• Be in good health

Key Functions

• Provide telephonic and email support to clients regarding their medical scheme and supplementary products
• Liaise with medical schemes, brokers, and service providers to resolve client queries
• Assist clients with claims, complaints, and escalations, ensuring timely resolution
• Provide ongoing support with the management of clients’ full health cover portfolios (medical schemes, gap cover, health cards, programmes, etc.)
• Facilitate optimisation of chronic medication benefits
• Update and maintain accurate client information
• Conduct follow-ups with clients where necessary
• Ensure all communication and actions adhere to FAIS, FICA, and POPIA requirements

Qualifications Required

• National Senior Certificate (Grade 12)
• RE5 Certificate required if DOFA registered (can be obtained while employed at Optivest if not previously registered with FSCA)
• Inseta record with NQF L5 qualification relevant to financial services industry – Required if DOFA registered (can be obtained while employed at Optivest)
• CMS accreditation (advantageous)

Experience Required

• Previous experience in a client service or call centre environment
• Medical scheme service and/or administration experience
• Knowledge of financial services and health insurance products (advantageous)
• Familiarity with FAIS, FICA, and regulatory requirements

Experience and Fit

At Optivest Health Services, we understand that qualifications encompass both professional experience and alignment with our vision, mission and core values. We seek candidates who not only possess the necessary skills and experience but also resonate with our commitment to exceptional service and share our commitment to enabling all South Africans to access and retain appropriate medical cover, while saving them money.

Candidates should have relevant experience in client service, or the medical aid industry, showcasing a proven track record in these areas.

A strong educational background in healthcare administration, or a related field is beneficial. Knowledge of medical aid products and regulations is advantageous, helping ensure compliance and informed service delivery.

We want people who:

• Are passionate about assisting clients with their health cover
• Embrace our values of respect, integrity, and transparency
• Demonstrate empathy, patience, and a solutions-focused mindset
• Excel at communication and teamwork
• Want to grow within an organisation that invests in its people

We believe that a variety of experiences and perspectives strengthens our team. We encourage individuals from all backgrounds to apply.

To apply, send your CV and supporting documents to vacancies@optivest.co.za.