MedXpert Client Service Consultant

General Purpose

To provide a vital link between Optivest and their clients. Serve as a point of contact who clients can depend on to answer any questions or assistance they might have with regards to their medical scheme and supplementary products.


Main job tasks and responsibilities 

  • Service delivery and liaison with clients (both telephonically and via email)
  • Liaise with relevant partners (Brokers, Medical Scheme)
  • Manage and resolve client complaints
  • Ongoing support with the management of the client’s full health cover portfolio (Medical scheme, gap cover, health cards, programmes, etc.)
  • Optimizations of chronic medication
  • Update existing client information
  • Follow up client calls where necessary
  • Assistance with claims


Education and Experience

  • National Senior Certificate or equivalent
  • DOFA record from FSCA (can be obtained if not previously registered)
  • RE5 Qualification 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 accredited (can be obtained while employed at Optivest)
  • Proficient in relevant computer applications
  • Knowledge of client service principles and practices
  • Experience in a call centre or client service environment


Key competencies

  • Verbal and written communication skills
  • Strong analytical and listening skills
  • Team Player
  • Stress Tolerance
  • Client Orientation
  • Adaptability