CRM Consultant

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 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

Ad-hoc:

• As a team member add value and contribute to the company;
• Assist to accomplish set revenue targets;
• Show willingness to adapt to industry and company changes;
• Show positive attitude towards your job, colleagues and clients;
• Be willing to share knowledge, do training and comply with set company policies; and
• Assist in other areas of the department where required

Qualifications and Experience:

• Matric / Grade 12
• Tertiary qualification will be beneficial.
• Experience at a medical bureau will be an advantage.
• Private Hospital Medical Aid Claims related experience essential
• Valid driver’s licence and own vehicle

Skills and Competencies:

• Computer literate in MS Office (Microsoft Excel, Word, and PowerPoint; and Outlook)
• Articulate with strong communication skills (oral and written
• Ability to adapt and learn new skills.
• Ability to multitask.
• 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