Relationship Manager – Corporate Medical Administrator at Jubilee Insurance

Job Ref. No. JHIL063

Role Purpose

The job holder will be accountable for support in the retention of existing business, profitability, all to the targets set by maintaining and growing the relationship with the clients and intermediaries through the provision of excellent Customer

Main Responsibilities

Reporting, Monitoring, and evaluating service and compliance parameters.

• Reporting on Quarterly Client Survey Review
• Reporting on Service Feedback.
• Tracking the team NPS Score +40
• Tracking Premium Collection
• Reporting on the status of Contract/ Policy Documents/TPAs
• Tracking on the Renewal onboarding process (Timelines and renewal pack)
• Tracking the lost schemes process
• Member Education and review presentations
• Tracking performance and customer feedback of major schemes
• MI reporting on Retention activities

Review and Service Meetings

• Maintain schedule reports on Quarterly Review and Monthly Service meetings.
• Maintain schedule on member education
• Maintain the wellness calendar and track its progress
• Document feedback from the review and service meeting and their closure.
• Monitor the VOC report and set TATs for closure.
• Weekly reporting on retention activities.

Business Processing/Compliance/Operations

• Track closure of Queries Regarding Cards and Membership.
• Track progress of sent out renewal invites and Third-Party Agreements where necessary.
• Track acknowledgments, signing and return of TPA and contracts.
• Track acknowledgments of policy documents.
• Track the premium settlement progress within the set TAT
• Monitor the corporate onboarding tracker and ensure pending items are closed within the set TAT.
• Track AML checks on lexis Nexis are closed

Review And Service Meetings

• Maintain schedule reports on Quarterly Review and Monthly Service meetings.
• Maintain schedule on member education
• Maintain the wellness calendar and track its progress
• Document feedback from the review and service meeting and their closure.
• Monitor the VOC report and set TATs for closure.
• Weekly reporting on retention activities.

Processes Tracking

• Maintain a record of all reimbursement claims submitted.
• Track closure of the reimbursement claims.
• Track queries and complaints raised regarding reimbursement claims.
• Maintain and analyze trends of schemes loss ratio.
• Track request made by clients on the addition of providers.
• Follow up closure of complaints on providers and claims statement.
• Maintain a report on admissions and discharge.
• Ensure queries occurring on admissions and discharge are closed within the set Tats.
• Track to ensure Actuarial delivery timelines are adhered to.

Key Competencies

• Health Benefits Plan Management
• Sales and Customer Service
• Strong IT Skills and database admin.
• Presentation and public speaking skills
• Portfolio management

Qualifications

• University Graduate in business related degree com/Finance/Business Administration/Insurance Option/Marketing, or economics)
• Proficient in the use of Microsoft office suite & packages (word, excel, PowerPoint and vision)
• Professional insurance qualifications - CII/COP (Gen and Medical Papers) an added advantage
• Knowledge of Actisure system - added advantage

Relevant Experience

• 3-5 years’ experience in the insurance industry preferably in client servicing. Experience in handling SME/Corporate clients/portfolio is a must.
• Sales experience with a high closing ratio and excellent report writing communication andinterpersonal skills