CRM Consultant (Medical)
- Pretoria, Gauteng
- Permanent
- Full-time
- 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.
- 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
- 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.
- Perform ad hoc tasks in line with the objectives of the Company as and when required by the Company.
- Valid drivers license;
- Matric / Grade 12;
- Tertiary qualification will be beneficial;
- Experience in client relation environment; and
- Medical claims related experience will be beneficial.
- 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.
- Market related - depending on experience