Client Service Administrator

Momentum; Cape Town; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services group in Cape Town is seeking a Client Services Administrator. The successful candidate will manage the administration of client insurance schemes, ensuring efficient service delivery and client satisfaction. Candidates should have 2-5 years of experience in insurance administration and be proficient in Microsoft Office. This position offers a performance-based remuneration structure.

Qualifications

• 2-5 years’ experience in an insurance administration environment.
• Employee Benefits administration experience will be an advantage.

Responsibilities

• Manage the full administration of risk schemes.
• Complete member and risk premium reconciliations.
• Process payments on all claim types.
• Provide first time resolution to clients on queries.

Skills

Customer orientation

Communication skills

Attention to details

Self-management

Teamwork

Education

Grade 12 or NQF level 4

Tools

Microsoft Office Suite

Job description

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries timeously and meeting the agreed service level agreements on all processes.

Requirements

• Grade 12 or NQF level 4.
• 2-5 Years’ experience in an insurance administration environment.
• Microsoft Office Suite (Word, Excel).
• Employee Benefits administration experience will be advantage.
  
  

Duties & Responsibilities

The incumbent will be co-responsible for the following:

• Ability to self-manage the full administration of risk schemes.
• Accurately complete member and risk premium reconciliations.
• Investigate and resolve all non-reconciling items.
• Administer and process the relevant scheme data from fund entry to exit stage.
• Process and effect payment on all claim types.
• Provide first time resolution to clients on queries via e-mail and telephonic.
• Assess and co-ordinate the required applications and make contact with the clients directly should there be any queries.
• Co-ordinate across the teams to ensure that the required tasks are completed before the monthly reconciliation is due.
• Assist clients efficiently with their requests through displaying the Momentum Metropolitan values enabling client retention and satisfaction.
• Build and maintain relationships with clients and stakeholders to ensure a smart client experience.
• Ensure all risks are mitigated and escalated when dealing with client requests.
• Keep abreast of MMH product and legislation changes in order to effectively and accurately assist with client queries.
• Responsible for the monthly reconciliation of scheme data to assist with client reporting.
  
  

Please note that this role is based on the pay for performance remuneration structure.

Competencies

• Accountability.
• Attention to details.
• Customer orientation.
• Communication skills.
• Planning and Organising.
• Multitasking.
• Teamwork.
• Self-management.