Client Services Administrator
2 weeks ago
1. Walk in queries
Management of an effective client services reception function for the Fund.
**Handle all walk-in queries ensuring that**:
Client services centre is fully operational to handle queries
Processing of changes to member status
Issuing and answering queries on benefit statements, beneficiaries, declarations of
existence, medical boarding, home loans etc.
Check biographical data to maintain an upto
- date member database
Maintain log of all interaction at the client centre through effective us of a CRM
system.
Maintain the Client Services Centre and keep it tidy at all times.
2. Telephone queries
Answer all telephone queries professionally.
Address queries based on the information retrieved from Everest system and in terms
of approved Fund policy and procedures.
Ensure that all biographical data is checked and updated where necessary
Should queries not be able to answered refer route query to appropriate section and
ensure follow-up is done to member
Enter details of query and response on CRM system
Answer queries based on the information retrieved from Everest system and in terms
of approved Fund policy and procedures
Should queries not be able to answered route query to appropriate section and
receive response
Forward response to client and follow up on receipt
Enter details of query and response on CRM system
4. Home Loan Administration
Ensure that home loan documentation is processed in accordance with Fund and
Scheme policy.
Facilitate approval and signing of all relevant home loan documentation.
Monitor the status of all home loans in arrears.
Ensure compliance with Funds Loan Agreements with Service Providers
Report on any variances and investigate the cause.
Maintain a monthly loan register for reporting to Line Manager.
Prepare reports on loand and arrears to Management and COM
5. Disability and ill-health claims
Facilitate all processes around disability and ill-health claims in terms of Fund rules
Prepare all documentation and item for COM approval
Prepare payment schedule for payment
Reconcile all payments against schedule
Report on disability and ill-health claims
6. Operation of CRM System
Take responsibility for input of data and management of all customer queries within
the CRM system.
Maintain CRM system ensuring real-time response to all queries and logging
outcomes
Process CRM reports for inclusion in management reports
7. Reporting and Performance Management
Attend daily team meetings ensuring thatdaily objectives are met in accordance with
work plans.
Participate actively in the Fund performance management system.
Report on all processes and on reconciliations and any variances and reasons for variances in accordance with Operational requirements.
8. Document Management
File and scan all documents in terms of Fund policy
Carry out backups of all data in terms of Fund policy
**MINIMUM QUALIFICATIONS TO PERFORM ROLE**: NQF level 6 with communications bias or National Diploma in Management or Marketing/Communication.
MINIMUM PERIOD OF EXPERIENCE/ TRAINING (DESCRIBE TYPICAL EXPERIENCE
**BACKGROUND)**: A minimum of 1 year experience in pension fund operations with a strong focus on customer service and problem solving.
**PREFERRED EXPERIENTIAL / TRAINING BACKGROUND**:
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