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Client Service Administrator
3 weeks ago
**Introduction**
**Role Purpose**
Accurately process retirement fundmember's data and providefundadministration services withinagreed service levels.
**Requirements**:
- Grade 12 or equivalent
- 2 Years' relevant experience within a financial services environment
- Employee benefits experience will be an advantage
**Duties & Responsibilities**
- Accurately complete member and risk contribution reconciliations
- Responsible for incoming client calls and following up to request outstanding client information
- Investigate and resolve all non-reconciling items
- Monitor the monthly risk premium payments to respective insurers inline with agreed timelines
- Ensure all risk processes are updated to member records and reconciled weekly
- Check and approve late payment interest calculations
- Draft professional and relevant correspondence to clients
- Prepare and submit accurate reports on the status of the Retirement Fund administration
- Attend retirement related meetings to keep abreast of operations within the business
- Receive and review claim documentation in order to ensure that they are complete and accurate
- Follow up with clients on outstanding information.
- Process and pay claims as per service level agreements with clients
- Prepare and submit monthly reports
- Investigate client queries within service level agreements and provide clients with timeous feedback
- Resolve and escalate client queries when necessary
- Build and maintain relationships with clients and internal and external stakeholders
- Deliver on service level agreements made with all clients and stakeholders in order to ensure client expectations are managed
- Make recommendations to improve client service and fair treatment of clients within area of responsibility
- Participate and contribute to acculture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
**Additional information: This role is based on a pay for performance remuneration structure.**
**Competencies**
- Attention to detail
- Accountability
- Customer orientation
- Planning and organizing skills
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