CRM Consultant (Medical)

SUMMARY:
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POSITION INFO:

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 Office (Microsoft Excel, Word, and Outlook)
• Articulate with strong communication skills (oral and written);
• CompEasy and other funders online system will be beneficial;
• Ability to adapt and learn new skills;.
• Ability to multitask; and
• Cope well under pressure.

Remuneration

• Market related - depending on experience

Only candidates who meet all the requirements stipulated in this advert will be considered. If you don’t receive feedback from us within 2 weeks of your application, please consider your application unsuccessful.

To apply please send your CV and supporting documents to with REF: CRM