Key Performance Areas

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