Client Services Consultant

What will you do?

Job purpose

The primary purpose of the Client Service Consultant is to process Claims on the Lisp Platform, including Discretionary claims, Withdrawal claims, Retirement claims and Savings withdrawal claims.

Key Outcome

• Maintain control of work on hand daily to ensure all transactions are actioned within turnaround time.
• Processes and service reporting.
  • All tasks allocated are processed within standard SLA as per the relevant procedures.
  • Closing of tasks within TAT, with all relevant documents attached, attaching all documents to the relevant folders.
  • Loading Claims (incl switches) per the relevant procedures.
  • Accurate use of D365, statuses & notes.
  • Adherence to all internal protocols on administration.
  • Ensure that all emails are attended to.
  • Act to ensure that both proactive & reactive communication is accurate, comprehensible, reci...