Client Liaison Officer - Northern Cape
Tych Business Solutions
Date: 11 hours ago
City: Kimberley, Northern Cape
Contract type: Full time
The Client Liaison Officer will provide support to the Team Leader through the implementation of the following Key Performance areas ( KPAs):
Visit, interact and assist members in Departments and other public service office as when required.
Facilitate meetings and one-on-one sessions in an effort to resolve administrative issues encountered by members.
Receive Scheme correspondence from members and submit to the Administrative team on a daily basis.
Follow up with members on outstanding information or documents required by the Scheme finalise business processes.
Assist the marketing service provider at marketing events by attending to member queries.
Attempt to resolve all queries at first contact.
Log all resolved and unresolved queries on a daily basis for reporting purposes.
Compile a daily activity report.
Escalate all unresolved queries to the admin team through the team leader on a daily basis.
Represent companywell at all times in line with the mission, vision and values.
Maintain positive Scheme member and stakeholder relationships.
Facilitate effective communication between members and the Scheme.
Compile weekly, monthly and quarterly activity reports for submission to the Team Leader.
Provide ad hoc information when requested.
Have extensive Scheme and operational knowledge to assist in resolving member queries.
Must have the ability to use a computer and required systems to resolve member queries; and Market the Scheme to potential members and assist in enrolling them on the Scheme.
Advice process followed in rendering advice and intermediary services (under the supervision of a Key Individual (KI) or Supervisor where applicable) Adhere to the stipulations of the supervision agreement and instruction, guidance, and oversight of the FAIS supervisor and KI. (If under supervision)
Conducting needs analyses for members, providing guidance, and recommendations, and proposing the most suitable benefit option. Providing ongoing option advice to members per their individual needs and goals.
Ensure advice record is comprehensively completed, sent to the member and supervisor/ KI, and stored.
Qualification requirements are:
Matric and NQF5, FAIS accredited qualification (As per FSCA published qualification list), Recommended RE5 Advantageous
At least 2 years of industry experience. (Medical Scheme Industry advantegous)
Date of First Appointment (DOFA) 2 years with FSCA for 1.16 Health Services Benefits (Advantageous)
Registered with CMS as a fully accredited broker, (Advantegous)
No longer under supervision (Advantageous) Class of Business Health Benefits (Advantegous) If not already,must be willing and able to become a FAIS accredited representative
Fit and Proper requirements, honesty and integrity, and good standing according to Board Notice 194 of 2017 are adhered to including financial soundness, no criminal record and previous regulatory or employer disciplinary findings
Passion for customer service
Between 5 - 7 Years
Visit, interact and assist members in Departments and other public service office as when required.
Facilitate meetings and one-on-one sessions in an effort to resolve administrative issues encountered by members.
Receive Scheme correspondence from members and submit to the Administrative team on a daily basis.
Follow up with members on outstanding information or documents required by the Scheme finalise business processes.
Assist the marketing service provider at marketing events by attending to member queries.
Attempt to resolve all queries at first contact.
Log all resolved and unresolved queries on a daily basis for reporting purposes.
Compile a daily activity report.
Escalate all unresolved queries to the admin team through the team leader on a daily basis.
Represent companywell at all times in line with the mission, vision and values.
Maintain positive Scheme member and stakeholder relationships.
Facilitate effective communication between members and the Scheme.
Compile weekly, monthly and quarterly activity reports for submission to the Team Leader.
Provide ad hoc information when requested.
Have extensive Scheme and operational knowledge to assist in resolving member queries.
Must have the ability to use a computer and required systems to resolve member queries; and Market the Scheme to potential members and assist in enrolling them on the Scheme.
Advice process followed in rendering advice and intermediary services (under the supervision of a Key Individual (KI) or Supervisor where applicable) Adhere to the stipulations of the supervision agreement and instruction, guidance, and oversight of the FAIS supervisor and KI. (If under supervision)
Conducting needs analyses for members, providing guidance, and recommendations, and proposing the most suitable benefit option. Providing ongoing option advice to members per their individual needs and goals.
Ensure advice record is comprehensively completed, sent to the member and supervisor/ KI, and stored.
Qualification requirements are:
Matric and NQF5, FAIS accredited qualification (As per FSCA published qualification list), Recommended RE5 Advantageous
At least 2 years of industry experience. (Medical Scheme Industry advantegous)
Date of First Appointment (DOFA) 2 years with FSCA for 1.16 Health Services Benefits (Advantageous)
Registered with CMS as a fully accredited broker, (Advantegous)
No longer under supervision (Advantageous) Class of Business Health Benefits (Advantegous) If not already,must be willing and able to become a FAIS accredited representative
Fit and Proper requirements, honesty and integrity, and good standing according to Board Notice 194 of 2017 are adhered to including financial soundness, no criminal record and previous regulatory or employer disciplinary findings
Passion for customer service
Between 5 - 7 Years
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