CRM Consultant

3 weeks ago


Pretoria, South Africa Qetello Holdings Full time

Together with our client, a leading claims administrator in Pretoria East, we are recruiting for a CRM Consultant to join their client servicing team. The ideal candidate needs to have minimum 2 years CRM experience and must have matric/grade 12.

Duties and Responsibilities:

Primary Responsibilities:

  • Client service, training, on-site client assistance and account collection.
  • Preplanning of on-site client visits based on analysis of book and their challenges;
  • Visits to employers from clients who require assistance based on pre-analysis of the book;
  • Provide further assistance to clients to resolve accounts and/or claims with outstanding information telephonically;
  • Completion of “visited” client books within 30 days;
  • Continuous improvement of relationship with clients;
  • Regular visits to all new and existing clients as directed by line management;
  • Provide on-site registration, training and related assistance to clients as directed by management;
  • Liaison with the Client Relations Line Management on all client related matters;
  • Collect accounts from clients if and when required;
  • Weekly written feedback to Client Relations Manager on clients visited; clients trained, accounts collected; enquiries dealt with; enquiries requiring assistance etc.

Other Responsibilities:

  • Assist with the other tasks from the department, including but not limited to;

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