ROLE PURPOSE To manage and deliver client support services within a small regional office environment by consulting with members, brokers and healthcare professionals, both face-to-face and virtually. The role resolves walk-in, referred, and electronic enquiries, ensures efficient office operations, and delivers outstanding customer service within a self-administered medical scheme environment. |
Key Responsibilities
Functional Management
- Attend to and resolve all client queries, whether walk-in, referred, email and virtual queries professional manner and escalate, escalating when necessary.
- Investigate, reconcile and provide feedback on claims and stakeholder queries in line with SOPs and quality standards.
- Manage and ensure smooth daily operations of the regional office
- Prioritise and manage all office and client-related tasks independently.
- Correctly identify and escalate unresolved queries within required timelines ensuring accountability and resolution tracking.
- Investigate the various stakeholder queries, reconcile claims and provide comprehensive feedback as per the Standard Operating Procedures (SOP’s) and quality standards and/or escalate queries to the relevant stakeholder when required.
- Provide high-quality service to members, brokers and healthcare providers, including recording feedback and complaints.
- Assist with membership applications, including verification of documents.
- Provide guidance on terminations, amendments and product-related enquiries.
- Assist with finance and credit control queries, including arrears, suspensions, payments and reconciliations.
- Assist with prescribed minimum benefit (PMB) queries and escalate when necessary.
- Support new business with events and face-to-face engagements.
- Capture claims where appropriate and refer complex cases.
- Print membership cards upon request.
- Maintain accurate records, manage office credit card reconciliations and support overall office operations.
Risk & Compliance - Follow fraud control measures, governance practices and risk-prevention principles.
- Support internal, external and ISO audit requirements with accurate documentation.
- Maintain risk management standards in line with ISO9001:2015.
- Enforce Service Level Agreements to minimise business risk and support continuity.
- Review SOPs with leaders to support business optimisation.
- Adhere to all relevant laws, policies and Standard Operating Procedures.
Stakeholder Management - Build and maintain strong internal and external stakeholder relationships.
- Provide support to business units to help achieve organisational objectives.
EXPERIENCE | QUALIFICATION |
- 5 Years Experience in Claims Assessment or Customer Service
- 5 Years’ Experience working on Nexus systems
- 5 Years in the Medical Aid industry
- 5 Years experience in a Scheme/Administrator (not negotiable)
- 2 Years experience in the role an advantage
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- NQF Level 5
- Certificate in Contact Centre or Customer Service field or equivalent experience of 5 years
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Knowledge | Skills | Attributes |
- Relevant legislation and regulatory frameworks
- Risk Management practices and principles
- Business acumen
- Technical problem solving
- Claims Assessing
- Annexures and Scheme rules
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- Verbal and Written Communication
- Decision-Making
- Conflict management
- Computer Literacy
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- Resilience
- Detail Orientation
- Innovative Thinking
- Customer Centric
- Results Focused
- Quality Focused
- Compliance Driven
- Analytical Thinking
- Problem Solving
- Assertiveness
- Confidentiality
- Active Listening
- Reading Comprehension
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