Client Liaison Officer

Employment Equity: Preference will be given to male candidates of all races, in line with our EE Plan. All qualified applicants are welcome to apply.

Job Summary:

The Client Liaison Officer role will provide onsite client services and resolve member and potential member queries.

Requirements:

• Matric
• NQF5, FAIS accredited qualification (As per FSCA published qualification list)
• RE5 (Required)
• FAIS accredited representative (Required)
• Drivers license ( Required).
• 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 (Advantageous)
• Own car.
• Ability to speak one of the following additional language in addition to English: South Sotho , and Afrikaans will be an added advantage.
  

Competencies:

• Honesty and integrity
• 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
• Self- motivated and pro-active
• Attention to detail
• Good written and verbal communication skills
• Team player

Key Performance Areas:

• Visit, interact and assist members in Departments and other public service office as/when required.
• Facilitate meetings and one-on-one sessions 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 daily for reporting purposes.
• Compile a daily activity report.
• Escalate all unresolved queries to the admin team through the team leader daily.
• Always represent the organisation well 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.

Queries

For more information regarding the position, please contact:

Nolonwabo – 083 651 0569