Requirements
- An appropriate three-year tertiary qualification (at least 360 credits NQF level 6) with 18 months proven experience in processing life insurance/employee benefits or client relationship management/client care preferably in Life Insurance or Employee Benefits or Medical Aid environments or similar financial institutions.
- A Grade 12 Certificate/Senior Certificate (Matric) with three years proven experience in processing life insurance/employee benefits or client relationship management/client care preferably in Life Insurance or Employee Benefits or Medical Aid environments or similar financial institutions.
- Knowledge of GEPF products and services will be an advantage
- Computer literacy that would include a good working knowledge of Microsoft Office products
- Proficiency in English is a requirement and the ability to speak any of the other official languages in the province applying for, would be an added advantage
- A valid drivers license of at least 12 months (a copy of the license will be requested)
Provide quality customer service within CRM:
- Handle all face-to-face enquiries received effectively.
- Follow up and finalize enquiries referred to other business units, within the agreed time frames.
- Respond to emails, web queries, posted queries/courier services, faxes within allocated time frame.
- Provide Client liaison services within the office:
- Respond to escalated queries within allocated time frame.
- Interact with the departments and members regarding outstanding queries.
- Relationship management on any changes happening in the various sections.
- Provide/ request feedback to various clients and stakeholders.
- Follow-up with business units and provide feedback to clients until cases are finalized.
- Effective and efficient administration of documents received.
- Provide administrative support at outreach initiatives.
- Check and update consolidated/escalation lists to the supervisor.
- Compile and submit daily, weekly and monthly production statistics to the supervisor.
- Report any issues/make recommendations with regards to ongoing service improvements and maintain a high level of client care.