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CRM Consultant (Medical)
Full-Time
salary Negotiable
category Customer Service
created 20-05-2025
end dateCloses: 30-06-2025
location Pretoria, South Africa
location Views: 73
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

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

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