Job Description

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.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

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

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.

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.

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