SUMMARY:

CRM Consultant

• Client relationship management
• Client support
• Client training
• Operational assistance

POSITION INFO:

Key Responsibilities

Primary Responsibilities

Client Service & Support

• Provide client service, training, on-site client assistance, and account collection
• Pre-plan on-site client visits based on analysis of the client book and identified challenges
• Visit employers and clients who require assistance based on pre-analysis of the book
• Provide telephonic assistance to resolve accounts and/or claims with outstanding information
• Complete “visited” client books within 30 days
• Continuously improve client relationships
• Conduct regular visits to all new and existing clients as directed by line management
• Provide on-site registration, training, and related support to clients as directed by management
• Liaise with Client Relations Line Management on all client-related matters
• Collect accounts from clients when required
• Submit weekly written feedback to the Client Relations Manager on:
  • Clients visited
  • Clients trained
  • Accounts collected
  • Enquiries handled
  • Enquiries requiring further assistance

Overall Responsibilities

• Achieve set targets
• Add value as a team member and contribute positively to the company
• Share knowledge and assist with training where needed
• Comply with all company policies and procedures
• Assist in other areas of the department when required

Ad Hoc Duties

• Perform ad hoc tasks in line with company objectives as and when required by the company

Minimum Qualifications & Requirements

Essential

• Valid driver’s license
• Matric / Grade 12
• Experience in a client relations environment

Advantageous

• Tertiary qualification
• Medical claims-related experience

Preferred Skills, Competencies & Personal Traits

• Computer literate in MS Office:
  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
• Strong verbal and written communication skills
• Articulate and professional communication style
• Experience with CompEasy and other funders’ online systems will be beneficial
• Ability to adapt and learn new skills
• Strong multitasking ability
• Ability to work well under pressure