Client Services Administrator
1 week ago
Introduction
Through our client-facing brandsMetropolitan and Momentum, withMultiply (wellness and rewardsprogramme), and our otherspecialist brands, includingGuardrisk and Eris Property Group,the group enables business andpeople from all walks of life toachieve their financial goals andlife aspirations.
Role Purpose
Accurately process retirement fundmember's data and provide fundadministration services withinagreed service levels.
Requirements:
- Matric
- 2 years' experience in EmployeeBenefits administration
Duties & Responsibilities
- Accurately complete member andrisk contribution reconciliations
- Investigate and resolve all nonreconciling items
- Monitor the monthly risk premiumpayments to respective insurers inline with agreed timelines
- Ensure all risk processes areupdated to member records andreconciled weeklyCheck and approve late paymentinterest calculations
- Draft professional and relevantcorrespondence to clients
- Prepare and submit accuratereports on the status of theRetirement Fund administration
- Attend retirement related meetingsto keep abreast of operationswithin the business
- Receive and review claimdocumentation in order to ensurethat they are complete andaccurate
- Follow up with clients onoutstanding information
- Submit beneficiary statements toboard of trustees for approvalwhen necessary
- Process and pay claims as perservice level agreements with clients
- Prepare and submit monthly reports
- Investigate client queries withinservice level agreements andprovide clients with timeousfeedback
- Resolve and escalate client querieswhen necessary
- Build and maintain relationshipswith clients and internal andexternal stakeholders
- Deliver on service levelagreements made with all clientsand stakeholders in order toensure client expectations aremanaged
- Make recommendations to improveclient service and fair treatment ofclients within area of responsibility
- Participate and contribute to aculture which builds rewardingrelationships, facilitates feedbackand provides exceptional clientservice
- Provide regular reports on deliveryof services against agreed servicelevel agreements and in terms ofoverall customer targets
Competencies
- Attention to detail
- Accountability
- Customer orientation
- Planning and organizing skills
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