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Client Relationship Officer Group Schemes

3 months ago

Benoni, Gauteng, South Africa The Recruitment Agency South Africa (TRASA) Full time

Client Relationship Officer Group Schemes:

Job Summary:

Provide support, manage the client relationship and address any client issue that may arise. Assist with support to the members registered on our plans.

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
  • 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

Essential Qualifications:

  • Matric

Essential Experience:

  • 1 year administrative experience

Desirable Experience:

  • Medical Scheme Call Centre experience

Knowledge and Skills:

  • Excellent customer service skills
  • Good listening skills
  • Good interpersonal skills
  • Execellent communication skills
  • Good computer skills
  • Exceptional problem solving skills
  • Good organisational skills

Attributes:

  • Self motivated
  • Able to work under pressure
  • Work independently
  • Sense of responsibility
  • Patience