Client Relationship Officer Group Schemes

5 months ago

Benoni, 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

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