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 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 Overall: · 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. AD HOC · Perform ad hoc tasks in line with the objectives of the Company as and when required by the Company. Qualifications and Experience: · Valid drivers license; · Matric / Grade 12; · Tertiary qualification will be beneficial; · Experience in client relation environment; and · Medical claims related experience will be beneficial. Skills and Competencies: · 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. 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 recruitment1@medicalresources.co.za with REF: CRM
Negotiable
Customer Service
20-05-2025
Closes:
30-06-2025
Pretoria, South Africa
Views: 92
CRM Consultant (Medical)
Full-Time
Job Info
Department:
Status:
Sourcing
Duration:
Experience:
Career Level:
Experienced (Non-Manager)
No of Jobs:
1
Posted:
20-05-2025
Apply Before:
30-06-2025
Description
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