Membership Administrator at Kaelo

Job Description

The Membership Administrator is responsible for ensuring the seamless onboarding of new members across all Kaelo products. This involves the accurate capturing of the membership and maintenance of member and dependant details in a timely manner. 

KEY OUTCOMES (not limited to) Level 4 and 5 process elements

• Onboarding and Maintenance of Members, Clients and Brokers:
• Create member, client or broker profiles 
• Create policy within membership profile  
• Maintain member details 
• Maintain dependent details 

Manage Offboarding of Clients: 

• Manage suspension of member 
• Manage resignation or termination on member 

Manage Communication and Relationships:

• Liaise with Client Relationship Managers regarding progress and updates 
• Ensure process is complete by Billing Cycle cut off times
• Respond to queries regarding the membership process with both internal and external stakeholder 

Continuous Improvement:
Identify issues, perform root cause analysis and contribute towards process and system enhancements 

Qualifications

SPECIAL REQUIREMENTS

• Telephonic etiquette and Professionalism
• Customer urgency 

PERSON DETAILS: WORK EXPERIENCE
REQUIRED

• 1-2 Years in Membership administration.
• Customer service environment experience.

PREFERRED

EDUCATION: QUALIFICATIONS: ACCREDITATIONS WITH PROFESSIONAL BODY
REQUIRED

• Matric
• Good Computer knowledge/literacy especially in MS Word, MS Excel and MS Outlook
• Certificate in Business management/Office management or Office administration

PREFERRED

• FAIS Complaint: RE5 would be advantageous

TECHNICAL SKILLS OR KNOWLEDGE
REQUIRED

• Proficient in Excel

PREFERRED

• Additional Information

PERSONAL ATTRIBUTES : COMPETENCIES 

• Accountability
• Communication
• Business writing skills
• Efficient and effective mindset
• Planning and organisation
• Resilient and adaptive
• Self-development
• Significance and values oriented
• Ethical