Purpose of the role
The incumbent must have the ability to investigate and apply expertise to data is essential in achieving specific objectives within a given area of expertise. Analyzing data to extract trends not only aids in process improvement but also enhances customer satisfaction through innovative solutions and comprehensive reporting. Engaging with current challenges within the team or business requires a problem-solving mindset, utilizing expertise to troubleshooting issues and developing practical solutions efficiently. Performing quality assurance ensures adherence to specialized requirements, maintaining accuracy and consistency. Additionally, strong stakeholder management is crucial, encompassing effective communication, timely feedback, client engagement, query resolution, and overall relationship management to ensure seamless collaboration and operational success.
Key Responsibilities
- Perform all contribution related activities which include the complete contribution processing cycle of all contributions, all contribution related enquiries and complaints.
- Process contributions according to the rules, policies, legislation, administration procedures and the service level agreement.
- Process refunds according to administration processes within the service level agreements.
- Meet production standards in terms of quantity and quality.
- Liaise with employers and service providers both written and verbal.
- Devote the whole of your time, attention and abilities during working hours to the discharge of your duties with strict accuracy.
- Ensure email communication, whether internal or external is dealt with professionally and within the service level agreement.
- Any other duties as determined by the the business needs and participate in all organisational events as required.
Record Keeping and Filing
- Attach all email correspondence to the member's record.
- Record all appropriate member notes on member's Everest record.
Query resolution
- Attend to all email and telephonic enquiries both internal and external.
- Assist Client Services, the Call Centre, Claims team, employers and external service providers to resolve queries.
- Applying the rules, policies and administration procedures of different funds in accordance with the Co standards service level agreements
- Follow through and provide client with on-going feedback until enquiry is resolved.
- Support a positive and responsive climate for client enquiry resolution.
- Action all escalated enquiries within 24 - 72 hours.
Team Support
- Accept accountability and take responsibility for any work done or allocated.
- Display a willing and helpful attitude.
- Action any other responsibilities allocated by the manager.
- Cheque releasing, Year ends & Benefit statements
Relationship Management
- Build and maintain relationships at all levels with service providers and internal departments to enhance organisational effectiveness and efficiency.
- Use your best endeavours to properly conduct, improve, extend, develop, promote, protect and preserve the business interests, reputation and goodwill of the company.