Client Relationship Officer (Group Schemes)

  • EGoli
  • Recru It
Key Performance 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

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
    • Capture of new member applications and ongoing applications
    • 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
  • Assist with all forms of enquiries from customers and management (telephonic and email)
  • 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
  • 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

Essential Qualifications
  • Matric

Essential Experience
  • 1 year administrative experience

Desirable Experience
  • Medical Scheme Call Centre experience

Knowledge and Skills
  • Excellent customer service skills
  • Good listening skills
  • Good interpersonal skills
  • Excellent communication skills
  • Good computer skills
  • Exceptional problem solving skills
  • Good organisational skills

  • Self motivated
  • Able to work under pressure
  • Work independently
  • Sense of responsibility
  • Patience Honest, Hardworking, and Humble