Contribution & Membership Consultant

3 days ago

Durban, KwaZulu-Natal, South Africa Momentum Group Limited Full time R180 000 - R220 000 per year
Introduction

Through our client-facing brands Momentum Group, 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.



Role Purpose

To capture new applications and perform membership changes and to collect, reconcile and allocate monies for premiums and surcharges.



Duties & Responsibilities
  • Their ability to identify problems and enhance processes in line with the department's goals.
  • Process membership changes and new applications within agreed service level.
  • Liaising with internal stakeholders, e., Call Centre,Claims, Fund management, new business, Finance etc. to resolve queries and positively influence the Clients expectation.
  • The reconciliation of administered funds premiums, surcharges, and savings to statement balance.
  • Allocations to be done within 1-2 days of payment being receipted.
  • All interactions with customers must be carried out courteously.
  • Credit control process & schemerules to be adhered to Investigating variances & discrepancies.
  • Process necessary adjustments and journals.
  • Ensuring that the rules of the fund are applied consistently.
  • Any other duties as requested bymanagement.
  • Answer client queriestelephonically or
  • Maintenance and management ofgroup and contract membership.


Requirements
  • Matric
  • Book keeping/ or Administrative qualification is an advantage.
  • Minimum of 3 years relevant Membership experience is essential.
  • Computer literacy preferably intermediate Excel and Word.
  • Oracle system knowledge is an Advantage.
  • Minimum of 3 years in Health experience and Client services will be an adavantage.


Competencies
  • Professional
  • Sense of urgency
  • Stress tolerance
  • Excellent Communication Skills (verbal and written)
  • Good time management skills
  • Planning and organizing
  • Initiative and pro-active
  • Analytical thinking
  • People skills
  • Accountability
  • Self-motivated
  • Good interpersonal skills
  • Excellent problem solving skills
  • Ability to work under pressure
  • Ability to meet deadlines
  • Results Oriented
  • Telephone etiquette
  • Strong Customer service ethic

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