Account Manager

CORPORATE ACCOUNTS MANAGER

FINANCIAL
- New Scheme Implementations
- Assist with Member Data and Benefit Summaries for New Business Quotations.
- Check and submit installation documents to underwriters/administrators on time.
- Monitor and manage the installation process within provider SLA.
- Provide employer with detailed breakdown of costs and contribution rates to set up their payroll.
- Schedule Employer HR Admin Training for billing, claims and all other admin processes.
- Liaise with employer to ensure that first payroll schedule matches installation costs and data.
- Scheme Enhancements/Amendments
- Assist with Member Data and Benefit Summaries for Enhancements Quotations.
- Process and manage scheme enhancements and amendments.
- Check and submit documents to underwriters/administrators on time.
- Monitor and manage the amendment process within provider SLA.
- Provide employer with detailed breakdown of costs and contribution rates to set up their payroll.
- Provide employer with detailed breakdown of costs and contribution rates to change their payroll.
- Liaise with employer to ensure that next payroll schedule matches amendment costs and data.
- Annual Reviews
- Process and submit annual reviews to underwriters/administrators on time.
- Provide employer with detailed breakdown of new costs to change their payroll.
- Liaise with employer to ensure that next payroll schedule matches revised costs.
- Claims
- Submit leads for scheme withdrawals to consultants every month.

CUSTOMER SERVICE:

- Liaising directly with nominated person from each client as required and building a mutually satisfying working relationship.
- Liaising with the appointed consultant/s on each scheme and building a mutually satisfying working relationship.
- Liaison between clients, intermediaries and fund administrators.
- Assist clients with monthly schedules and statements.
- Process monthly billing if authorised to do so by clients.
- Maintain contracted service levels for all administrative tasks.
- Manage and follow-up action items and tasks.
- Client query resolution and follow up.
- Member query resolution and follow up.
- Member assistance with respect to all claims and documents
- Contacting of members and member beneficiaries.
- Assist clients with respect to claims and documents.
- Assist employers with the process for payments of claims.
- Assist employers with the necessary info to ensure that their payroll is set up correctly in terms of scheme contributions and premiums.
- Respond to all queries within 24 hours.
- Arrange and attend client and fund member meetings when required.
- Arrange and attend ad-hoc meetings with fund consultants when required.
- Make telephonic calls to exiting members and relaying product choices that they may have. Further to this tracking such calls and information dispensed.

INTERNAL BUSINESS PROCESSES:

- Manage claims and update claims tracker system.
- Maintain and update the client database and filing systems.
- Manage addition of members.
- Manage Claims.
- Reconcile and balance monthly statements.
- Ensure that detailed records are kept for all transactions and maintain client files.
- Management of all action items from meetings, clients, members and service providers.
- Ensure that all compliance requirements are adhered to at all times.
- Contribute to the overall effectiveness of the team.
- Generate and send monthly statement of accounts to each company.
- Put measures in place to ensure effective Credit Control for contributions and premiums.
- Ensuring that statements and membership details are correct on a monthly basis.
- Adhere to the administrator “buddy system” and ensure that your team member is copied on all matters.
- Report to a designated member of your staff so that should I not be in the office to answer a query, they will know exactly where to find the information.
- Ensure that time frames as per service provider agreement to be adhered to.
- Escalations to service providers when required.
- Ensure that your manager is copied on all escalations to service providers.
- Ensure that the fund consultants are informed of any potential problems or as and when required.
- All administration to be attended to within a 24hr period.
- Annual Reviews / Meeting Packs
- Keep track of dates and generate documents for Scheme Renewals
- Compile or obtain relevant reports in prescribed formats or as required.
- Ensure that contents are accurate and up to date.
- Adhere to prescribed templates and formats.
- Complete and distribute packs on time.
- The installation of workflow processes to enable weekly reporting on:

- New Member additions
- Finalised and Pending Claims
- New Schemes
- Scheme Terminations
- Scheme Enhancements
- Transfers between schemes
- Update and provide relevant reporting on request

AD-HOC PROJECTS:

- Quotations
- Transfers between schemes or benefit options
- Rule booklets
- Member communications

**Salary**: R15,000.00 - R20,000.00 per mont