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Role Purpose
To provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries timeously and meeting the agreed service level agreements on all processes
Requirements
Experience and Qualifications
- Grade 12 or NQF level 4
- 2 Years experience in an Insurance and/ Retirement administration environment
- Employee Benefits administration experience will be advantage
- Completion of Yenzani will be advantageous
- Ability to self-manage the full administration of risk & retirement schemes.
- Accurately complete member and risk premium reconciliations.
- Investigate and resolve all non-reconciling items.
- Administer and process the relevant scheme data from fund entry to exit stage.
- Process and effect payment on all claim types.
- Provide first time resolution to clients on queries via e-mail and telephonic.
- Assess and co-ordinate the required applications and make contact with the clients directly should there be any queries.
- Co-ordinate across the teams to ensure that the required tasks are completed before the monthly reconciliation is due.
- Assist clients efficiently with their requests through displaying the Momentum values enabling client retention and satisfaction.
- Build and maintain relationships with clients and stakeholders to ensure a smart client experience.
- Ensure all risks are mitigated and escalated when dealing with client requests.
- Keep abreast of Momentum Group product and legislation changes in order to effectively and accurately assist with client queries.
- Responsible for the monthly reconciliation of scheme data to assist with client reporting.
Competencies
- Accountability.
- Attention to details.
- Customer orientation.
- Communication skills.
- Planning and Organising.
- Teamwork.
