Manager : Correspondence Manager
6 months ago
**Introduction**
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.
**Role Purpose**
To oversee the Correspondence Management function and ensure operations are efficient and effective in order to achieve exceptional customer service to the scheme and its members.
**Requirements**:
**Qualification**:
- Matric certificate.
- A bachelor's degree or an equivalent qualification in a relevant field, such as business administration, marketing, communications, or a related discipline (Advantageous).
**Knowledge**:
- Knowledge and understanding of correspondence management processes, including a comprehensive knowledge of the clients service provider network (SPN) business model.
- Familiarity with compliance requirements related to document management, such as data privacy regulations and industry-specific standards.
- Knowledge in client relationship management principles and practices.
- Knowledge of best practices in operational management to drive productivity and achieve organisational goals.
- Knowledge in budgeting and forecasting methodologies to support financial management.
- Knowledge of financial planning principles and techniques to contribute to overall financial planning strategies.
- Familiarity with industry trends, best practices, and emerging technologies relevant to correspondence management.
- Knowledge of relevant compliance regulations, ethical standards, and industry codes of conduct pertaining to correspondence management.
**Experience**:
- 5 - 8 years’ leadership/management experience in healthcare and or insurance environment and or managing in similar operational environments.
- Proven analytical and problem solving skills through system driven projects.
- Sound knowledge of the scheme rules and processes.
- Solid experience in the Healthcare Administration Industry.
- Comprehensive knowledge of the clients service provider network (SPN) business model.
- Sound knowledge of industry trends.
- Solid experience in project management.
**Duties & Responsibilities**
**PROCESS**:
- Improve the implementation of policies and standard operating procedures by streamlining processes and enhancing efficiency.
- Enhance the accuracy and validity of indexing and routing of documentation by implementing thorough verification protocols and quality assurance measures.
- Identify areas for process improvement within the correspondence management function and make recommendations to optimize workflows and enhance overall effectiveness.
- Deliver accurate and insightful management reports and analyses that provide valuable information to support strategic decision-making.
- Ensure timely delivery of segment reporting, key performance indicators (KPIs), and operational reports, accompanied by comprehensive analysis and meaningful insights.
- Submit accurate and relevant reports to ensure the provision of appropriate information for informed decision-making.
- Stay updated on trends, legislation, and best practices within the medical field to optimize service offerings and improve service delivery.
**CLIENT**:
- Provide authoritative expertise and advice to clients and stakeholders, offering valuable insights and guidance.
- Establish and maintain strong relationships with clients, as well as internal and external stakeholders.
- Contribute to the negotiation and monitoring of objective and realistic service level agreements,recommending adjustments as necessary.
- Define and implement service practices that foster positive relationships, encourage innovation,and enable exceptional client service.
- Ensure the fulfillment of service level agreements made with clients and stakeholders to effectively manage client expectations.
- Identify opportunities for improving client service and advocate for fair treatment of clients within the scope of responsibility.
- Promote a culture that prioritises rewarding relationships, facilitates feedback, and consistently delivers exceptional client service.
**PEOPLE**:
- Cultivate a positive work climate and culture that energizes employees, provides purpose to their work, minimizes disruptions, and maximizes productivity.
- Exemplify leadership behavior by actively engaging, committing, and dedicating oneself to organizational values.
- Recruit and select highly qualified talent by Employment Equity principles and organizational values.
- Promote
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