Ensure that all clients submit monthly membership data, ensuring that data received is received timeously, in the correct format and aligned to all mandatory required data and policy definitions. Overall maintenance of data collection.
Requirements
Grade 12
Knowledge of Microsoft Office Package (Excel and Word) is essential.
Minimum of 2 years' Employee Benefits experience.
Strong written and verbal communication skills (in English).
Duties & Responsibilities
Assist employers in resolving errors relating to monthly reconciliation / data schedules.
Ensure that data received is attached to the appropriate monthly contribution workflow after all queries have been addressed.
Put appropriate notes onto the contribution workflow when data is in query
Manage receipt of accurate data on the Risk book of business on a monthly basis.
Engage and educate clients on data requirements
Manage and collect the required PPR data (Cell phone numbers / email addresses)
Ensure accurate data is received and all fields align to policy administration
Assist the pricing team with data for review purposes
Attend client meetings to educate and assist with data issues
Responsible to ensure that the administrators can run the monthly reconciliation with accurate data
Ensure that data is aligned to the effective month and is dated accordingly
Assist with strategic projects to convert data onto the Employer portal
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