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Client Relationship Officer
2 weeks ago
Key Responsible Areas
- Build relationships with the Employers
- Deal with all day to day activities that the employer may require
- Provide customer care support to members/companies
- Conduct general administrative duties
Tasks
Build relationships with the Employers
- Build ongoing relationships with key stakeholders at clients
- Be assigned and responsible for an assigned group of companies dealing with interalia:
- Check that New Companies are captured correctly on CRM
- Maintenance of the assigned companies information
- Compliance with FICA regulations
- Confirm that all the necessary member information is received from the assigned company
- Check that policies are captured correctly and correct any errors
- Confirm new memberships by sending a membership certificate to the Company together with the expected premium.
- Request membership packs from fulfilment and ensure all information is accurately reflected
- Responsible for delivering the Welcome packs to the company
- Responsible for all necessary communication is sent to the assigned company contact
- Ensure that your assigned companies are fully compliant and that the required monthly premiums are paid timeously
Dealing with all day to day activities that the employer may require
- Daily servicing of employers
- Assist with any issue an Employer may have around the membership of their employees on the cover
- Check monthly employee schedules for accuracy
- Provide monthly interaction with the client
Provide customer care support to members/companies
- Provide customer care support to members/companies
- Be responsible along with other teammates for the inbound calls for all lines assigned to Group Schemes
- Assist with the Please Call Me numbers
- Notify Finance of any new members, member additions or cancellations for the companies
- Monthly checking of the Bordereau to ensure it matches the CRM system
- Monthly checking of the assigned companies Bordereau to ensure that the amounts are correct
- Ensure that membership movements are correctly received by the various Providers (PPN,Mediscor, PAMC, DRC, Specsavers)
- Regular contact with assigned company contacts doing general PR calls
- Assist any group scheme member with any query or claim that may be received by the department, follow up and provide feedback to the relevant party
- Ensure that treating customers fairly is adhered to at all costs
Conduct general administrative duties
- Perform any other task entrusted by Management
- Ensure that the necessary departmental reporting is adhered to
- Provide support and assistance to the Sales Executives and Take on Team
For more information please contact:
**Angelique Hart
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