Job Title Client Services Officer

Location: Bellville

Permanent

Purpose statement Advising on health-related products and servicing of existing clients

Reports to: General Manager

Job objective
Primary objective:
Advise to potential clients and existing client maintenance

Secondary objective:
Admin support
Duties
Advise clients of product offering to match their needs
Identify upsell opportunities
- Travel required from time to time
- Quotes, Compliance, Annual reviews
- Submission of applications, filing of compliance, escalated queries, debit order rejections, client record amendments)

Maintain and grow relationship with Advisors, clients of advisors and service suppliers
- Submission of applications, filing of compliance, escalated queries, debit order rejections, client record amendments)

Administration
- Submission of applications, filing of compliance, escalated queries, debit order rejections, client record amendments


People
Ability to communicate with a variety of individuals on all levels to obtain and confirm information
- Liaise with clients internal and external
- Work effectively in a team
- Work effectively individually

Processes
Support to Efficient advisors and clients
- Telephonically and one -on one
- Liaise with admin and system administrators
- Ensure that all necessary information is maintained and updated in a database for easy access
- Ad-hoc admin tasks
- Ensure accurate adherence to processes and procedures

Technology
Broker Tools,
Microsoft and inhouse systems
Job Evaluation Criteria
-
- FAIS RE1 exam passed and NQF 5 certification
- 5 years relevant experience
- Relevant degree

Critical Competencies
Knowledge
- Intermediate Excel skills is essential;
- Understanding of Medical scheme Industry
- Accuracy and attention to detail is critical
- Administrative processes
- Financial Industry
- PMB's
- Process knowledge
- Product knowledge
- Systems knowledge
- Various applicable Legislation

Skills
- An ability to work accurately under pressure to meet deadlines;
- An ability to take initiative and work independently;
- Attention to detail
- Ability to communicate effectively at various levels;
- An ability to think analytically and identify and solve problems effectively

Adhere to Administrative processes
Fluent in Afrikaans and English
Conflict resolution
Good communication skills
Good listening skills
Presentation skills
Problem solving
Relationship
Sales

Only short-listed candidates will be contacted.