Client Relationship Officer

8 months ago

Johannesburg, South Africa National Risk Managers (Pty) Ltd Full time

A Medical Insurance Company based in Benoni, Gauteng is looking for a Client Relationship Officer. The Client Relationship Officer will 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 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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