Client Relationship Officer

2 days 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

  • Client Relationship Officer

    5 days ago

    Johannesburg Metropolitan Area, South Africa Warwick Wealth Full time R400 000 - R800 000 per year

    Warwick Wealth is looking for a Client Relationship Officer (CRO) who is client centric, motivated and driven as well as detail orientated. This role first and foremost is responsible for following up and closing appointments with potential lump sum investment HNW/UHNW clients from our various qualified leads sources for our Wealth Specialists.Furthermore,...

  • Client Relationship Officer

    1 day ago

    Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full time

    Job SpecificsLocation: Johannesburg, GautengJob Type: Permanent | Full TimeRequirement: Valid Driver's License OverviewAn established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth...

  • Client Relationship Officer

    17 hours ago

    Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full time

    Job Specifics Location: Johannesburg, Gauteng Job Type: Permanent | Full Time Requirement: Valid Driver's License  Overview An established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth...

  • Client Relationship Officer

    1 day ago

    Johannesburg, Gauteng, South Africa CodeConnect Staffing (Pty) Ltd Full time R200 000 - R400 000 per year

    Job SpecificsLocation: Johannesburg, GautengJob Type: Permanent | Full TimeRequirement: Valid Driver's License OverviewAn established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth...

  • Client Relationship Officer

    2 days ago

    Johannesburg, South Africa CodeConnect Staffing (Pty) Ltd Full time R15 000 - R20 000

    Job Specifics Location: Johannesburg, Gauteng Job Type: Permanent | Full Time Requirement: Valid Driver's License  OverviewAn established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth...

  • Financial Client Relationship Officer

    5 days ago

    Johannesburg, Gauteng, South Africa Status Full time R250 000 - R500 000 per year

    We are currently recruiting for a Financial Client Relationship Officer (Administrative Assistant) on behalf of our client, based in Melrose North, Johannesburg. The ideal candidate will have 1–3 years' experience in an administrative role within the financial services industry, along with 3–5 years' exposure to investments, sales, financial planning,...

  • Client Relationship Specialist

    3 days ago

    Johannesburg, Gauteng, South Africa Status Full time R250 000 - R500 000 per year

    We are currently seeking a Client Relationship Specialist (Paraplanner) for our esteemed client, based in Melrose North, Johannesburg. The ideal candidate will have 3–5 years of experience as a Private Client Wealth / Relationship Manager, specifically with high and ultra-high net worth clients. You should possess a recognized FSCA tertiary qualification,...

  • Client Relationship Consultant

    5 days ago

    Johannesburg, South Africa Labournet Full time

    The Client Relationship Consultant (CRC) is responsible for establishing relationships through engaging with prospective and existing clients. The CRC is expected to generate new business by identifying client needs and exploring cross-service initiatives within the existing client base. The ultimate goal is to increase both the number and value of new...

  • Junior Client Relationship Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa Stonehage Fleming Full time R250 000 - R450 000 per year

    OVERALL PURPOSEThe role forms part of the Family Office department where you will advise Ultra High Net-Worth wealth creators and their families, in the management of their financial affairs. This role will be part of the South African Client Relationship Management team. You will work alongside the senior advisory team with the goal to later take over and...

  • Client Relationship

    1 week ago

    Johannesburg, South Africa The Corporate Circle Full time

    **Job Overview**: **Date Posted**: Posted 5 months ago- **Location**: Johannesburg, Gauteng- **Job Title**: Client Relationship / Practice Manager- **Salary**: R35,000- **Education Level**: Bachelors Degree- **Job Level**: Senior- **Minimum Experience**: 5- 7 Years**Client Relationship / Practice Manager - Johannesburg.**: A Client Relationship / Practice...