Client Service Administrator - Bellville at Momentum Metropolitan Holdings Limited

Role Purpose    

• Accurately process retirement fundmember's data and providefundadministration services withinagreed service levels. 

Requirements    

• Grade 12 or equivalent
• 2 Years' relevant experience within a financial services environment
• Employee benefits experience will be an advantage

Duties & Responsibilities    

• Accurately complete member and risk contribution reconciliations
• Responsible for incoming client calls and following up to request outstanding client information
• Investigate and resolve all non-reconciling items
• Monitor the monthly risk premium payments to respective insurers inline with agreed timelines
• Ensure all risk processes are updated to member records and reconciled weekly
• Check and approve late payment interest calculations
• Draft professional and relevant correspondence to clients
• Prepare and submit accurate reports on the status of the Retirement Fund administration
• Attend retirement related meetings to keep abreast of operations within the business
• Receive and review claim documentation in order to ensure that they are complete and accurate
• Follow up with clients on outstanding information.
• Process and pay claims as per service level agreements with clients
• Prepare and submit monthly reports
• Investigate client queries within service level agreements and provide clients with timeous feedback
• Resolve and escalate client queries when necessary
• Build and maintain relationships with clients and internal and external stakeholders
• Deliver on service level agreements made with all clients and stakeholders in order to ensure client expectations are managed
• Make recommendations to improve client service and fair treatment of clients within area of responsibility
• Participate and contribute to acculture which builds rewarding relationships, facilitates feedback and provides exceptional client service
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets

Additional information: This role is based on a pay for performance remuneration structure.

Competencies    

• Attention to detail
• Accountability
• Customer orientation
• Planning and organizing skills