Description:
Together with our client, a leading claims administrator in Pretoria East, we are recruiting for a CRM Consultant to join their client servicing team. The ideal candidate needs to have minimum 2 years CRM experience and must have matric/grade 12.
Duties and Responsibilities:
Primary Responsibilities:
Client service, training, on-site client assistance and account collection. Preplanning of on-site client visits based on analysis of book and their challenges; Visits to employers from clients who require assistance based on pre-analysis of the book; Provide further assistance to clients to resolve accounts and/or claims with outstanding information telephonically; Completion of “visited” client books within 30 days; Continuous improvement of relationship with clients; Regular visits to all new and existing clients as directed by line management; Provide on-site registration, training and related assistance to clients as directed by management; Liaison with the Client Relations Line Management on all client related matters; Collect accounts from clients if and when required; Weekly written feedback to Client Relations Manager on clients visited; clients trained, accounts collected; enquiries dealt with; enquiries requiring assistance etc.
Other Responsibilities:
Assist with the other tasks from the department, including but not limited to; Process all incoming documentation received the client’s mailbox; Process all incoming documentation received from allocated practices within 24 hours of receipt; Follow up on incomplete claim information from allocated practices; Assist allocated practices with the collection of claim documentation from employers, employees and other third parties Assist allocated practices with the collection of claim documentation from employers, employees and other third parties
Overall:
Achieve set targets; As a team member add value and contribute to the company; Be willing to share knowledge, assist with training and comply with set company policies; Assist in other areas of the department when required.
AD HOC
Perform ad hoc tasks in line with the objectives of the Company as and when required by the Company.
Qualifications and Experience:
Valid drivers license; Matric / Grade 12; Tertiary qualification will be beneficial; Experience in client relation environment; and Medical claims related experience will be beneficial.
Skills and Competencies:
Computer literate in MS O
20 May 2025;
from:
gumtree.co.za