Fund Liaison Officer

Position Purpose: To provide efficient and effective administration services to the Schemes under administration and to support the Fund Manager on both operational and strategic matters. Represent the Fund Manager where necessary and manage fund management processes and stakeholder queries/enquiries.

Experience: A minimum of 3 years relevant experience in the medical aid industry dealing with the Client Schemes and other relevant stakeholders.

Qualifications: Relevant tertiary qualification.

• Support the Fund manager on both operational and strategic matters.
• Represent the Fund manager where necessary.
• Manage escalated stakeholder queries and CMS complaints and ensure collation of accurate query resolution to the client and other stakeholders within required SLAs and deadlines. This includes management of social media complaints and escalations.
• Coordinate consolidated Scheme reporting - ensure that the various departments have complied with the content and format requirements within the report due date deadlines.
• Manage Scheme related communication requirements including drafting of communications and obtaining the relevant approvals and sign off by internal operational areas and Scheme.
• Apply legislation, regulation and interpret Scheme rules to resolve escalated queries.
• Assist with managing relevant projects.
• Assisting the Fund Management team with preparation for Scheme meetings including obtaining reports from relevant parties, checking formatting and presentation of meeting documents and packs, liaising with Trustees, etc.
• Adhoc/Occasional Minute taking at meetings (Scheme or internal), including producing action list and following up on actions items.
• Maintenance of Fund Files for each Scheme under administration - this involves ensuring that all Scheme documentation, contracts, marketing material, reports, decisions, policies, etc are kept up to date and are saved electronically.
• Assist with client scheme relationship management
• Maintain a high level of impact on other departments to support improved delivery
• Continually increase understanding of client and stakeholder needs, satisfaction and service delivery

• Collaboration: Build work-related network and share knowledge with colleagues
• Ownership: Ensure resolution of queries and complaints
• Credibility: Act with integrity and trust others as you would like to be trusted
• Living the values and being transparent

• Knowledge and application of processes and procedures
• Knowledge and application of relevant legislation and scheme rules

• Business Writing Skills
• Communication Skills
• Computer Literacy Skills
• Relevant systems knowledge and application
• Planning and organising skills
• Problem Solving
• Attention to Accuracy and Detail
• Numerical Ability
• Customer Focus

PHA has its head office in Westville, KwaZulu-Natal. It operates country-wide with a nationally linked network and uses a robust, flexible, as well as integrated system to ensure efficient and effective administration of membership and benefits.