Client Relationship Officer (Group Schemes)
Recru-it
- R Undisclosed
- Permanent Intermediate EE position
-
Primrose
- Posted 06 May 2024 by Recru-it
-
Job 2563530 - Ref CPT004679
About the position
Job Summary
- 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 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
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
- 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
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
Attributes
- Self motivated
- Able to work under pressure
- Work independently
- Sense of responsibility
- Patience Honest, Hardworking, and Humble
Desired Skills:
- health
- insurance
- medical aid
Recru-it
About the agency
Recruit IT Recruitment
IT Recruitment and Talent Sourcing Specialists
Offices in Cape Town and Port Elizabeth as well as Consultants working remotely across the country
Telephone number 087 805 8536
www.recru-it.co.za
>recru-it*
COMPANY PROFILE
Certified at a
BEE Procurement Recognition Level of 110%
>Introduction*
>recru-it*was established in August 2005 & specializes in and focuses on the full spectrum of positions within the IT and other sectors. We focus our approach on delivering a superior service to both our client and candidate, in all portfolios and phases throughout the Recruitment process, supporting real transformation within the IT Industry and other sectors through ethical and transparent business practices
>Value added services*
• Advertising Client Roles
• Screening Applications
• CV searches
• Head Hunting Candidates
• CV Selection
• Labour Broking
• Pay structure advice for client & candidate >Additional services on request*
• Personal Reference checks
• Credit checks
• Criminal checks
• ID checks
• Academic checks
• Qualification checks
>Placements portfolio*
• Software Engineering & Development
• I.T. Solution Sales and Strategic Sales
• Sales & marketing
• Finance and Insurance
• HR
• Engineering
• Administration / Office Management
• Healthcare
• FMCG
• Warehousing / Logistics
• Telecommunications
• Training and Development
• Executive and senior level placements
• ERP & CRM Consultants
• Project Management & Administration
• I.T Executive Management
• Business Analysis
• Business Intelligence
• Consulting
• Network Engineering
• Support
• Testing
• Product Support Specialists
>Operational structure *
>recru-it*uses a flat open structure in our approach
Each consultant takes personal ownership for each client request. The consultants are account managers with their respective clients ensuring professional and personal interaction at all times.
Our team supports each other in an interactive, transparent manner to deliver highest quality candidates on each specification, thus ensuring a fast and effective turnaround time to fulfill your every labour requirement.
>recru-it*was established in August 2005.
Carbon foot print
We practice a 90% paperless environment as most of our duties are internet and electronic.
>BEE Profile*
>recru-it*is owned by 2 individuals with 8 additional staff members
• 50 % of the business is owned by a black person.
• 50% of the business is women owned.
>recru-it*has been officially & precisely rated according to our company structure.
• We have been certified at a BEE Procurement Recognition Level of 110%.
• Enterprise development – on site as well as external training courses for staff ensuring continuous skill improvement.
• Corporate Social Investment – we do not have a formal CSI policy, but we do annual donations.
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