Job Description

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
• 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

• 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 (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

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