Billing Specialist & Customer Service Retention Manager

Durban, KwaZulu Natal Energy At Work

Posted 1 day ago

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Job Description

  • Partner with leadership to build out the Finance & Customer Support department , including staffing, systems selection, and SOP development.
  • Design scalable workflows for billing, retention, missed collections, and client escalation handling.
  • Set up foundational reporting, KPIs, and feedback loops to track billing health and customer satisfaction.
  • Architect and manage end-to-end debit order processes , including collections, retries, reversals, and reporting.
  • Liaise with debit order service providers and ensure technical and financial alignment.
  • Administer insurance policy books with accurate reconciliation of premium payments vs. policy status.
  • Oversee missed debit resolution and develop proactive collection strategies.
  • Track and escalate premium-related issues to ensure policy integrity and compliance.

Customer Service & Retention

  • Handle and resolve customer queries related to claims, billing issues, missed payments, and cancellations .
  • Build and train a customer support team capable of managing inbound and outbound retention workflows.
  • Implement retention strategies for clients at risk of lapsing, using data-driven engagement and objection handling.
  • Ensure a seamless claims experience by coordinating with underwriters and policy administrators.

Compliance & Process Excellence

  • Document all billing, retention, and support processes for internal use and audit compliance.
  • Ensure strict POPIA compliance in all customer communications and data handling.
  • Contribute to onboarding new insurance products / books, ensuring systems and service readiness.

Experience & Skills :

  • 3+ years in billing, finance operations, customer service, or insurance administration.
  • Proven ability to manage and improve debit order collection systems .
  • Demonstrated experience in building or scaling a support or finance function .
  • Proficiency in using CRM and ticketing systems (e.g., Salesforce, Zoho, Freshdesk).
  • Strong analytical, process-mapping, and reconciliation skills.
  • Excellent communication, leadership, and negotiation skills.

Bonus if you have :

  • Insurance, claims, or financial services background.
  • Experience with tools like Debi Check, Netcash, Sage, or Xero.

ð What We Offer

  • Competitive market salary + performance incentives.
  • High-growth environment with real ownership.
  • Opportunity to build a department from scratch and make a tangible business impact.
  • A mission-driven team culture focused on integrity, efficiency, and service.
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Client Services Clerk

Durban, KwaZulu Natal JDJ Diagnostics

Posted 2 days ago

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Overview

Client Services Clerk role at JDJ Diagnostics — Position Summary: JDJ Diagnostics seeking a client services / switchboard operator to join our team. The ideal candidate will be responsible for providing exceptional support to clients, ensuring smooth communication between the laboratory, healthcare providers, and assisting with various administrative tasks. This role requires a blend of excellent communication skills, organizational abilities, and knowledge of laboratory operations.

Responsibilities
  • Client Interaction: Serve as the primary point of contact for clients, including hospitals, clinics, and physicians, addressing inquiries, concerns, and requests.
  • Order Processing: Assist clients in placing laboratory test orders, ensuring all necessary information is accurately entered into the system.
  • Tracking of Lab Turn around Time: Responsible for samples being tracked into lab via couriers, sisters, Pre analytical to follow up on results and ensure TAT is adhered to.
  • Client Education: Educate clients on available testing services, processes, and turnaround times to ensure they are well-informed.
  • Query Resolution: Address and resolve any client issues or concerns, coordinating with appropriate lab personnel to ensure timely resolution.
  • Database Management: Maintain and update client records in the laboratory information management system, ensuring accuracy and confidentiality of information.
  • Scheduling: Schedule appointments for specimen collection, ensuring clients are informed of the process and timelines.
  • Collaboration: Work closely with laboratory technicians, pathologists, and other staff to ensure efficient workflow and exceptional client service.
Qualifications
  • Education: Completed Matric
  • Experience: Previous experience in customer service, healthcare, or a laboratory setting would be beneficial.
  • Strong verbal and written communication skills.
  • Proficient in Microsoft Office Suite and laboratory information management systems (LIMS).
  • Ability to manage multiple tasks in a fast-paced environment.
  • Detail-oriented with strong organizational and problem-solving skills.
  • Ability to handle confidential information with discretion.
  • Personal Attributes: Friendly, professional demeaner, with a strong focus on customer service and patient satisfaction.
  • Required to work evening / morning or weekend shifts based on client needs.
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Client Services Manager

Durban, KwaZulu Natal JDJ Diagnostics

Posted 4 days ago

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Client Services Manager Be the Voice of Innovation in Healthcare

Job Overview

Are you ready to lead a revolution in patient experience and redefine excellence in healthcare delivery? Were seeking a visionary Client Services Manager who is passionate about transforming the landscape of medicine. This is not just a managerial roleits a mission. Youll be the strategic heartbeat of our brand, guiding a high-performing team to deliver world-class service, elevate client satisfaction, and shape the future of care.

As the voice of our brand, youll champion innovation, empathy, and excellence. Youll build deep relationships with our clients, inspire your team to exceed expectations, and ensure every touchpoint reflects our commitment to transformative healthcare.

Key Responsibilities

Client Relationship Leadership

Serve as the primary ambassador for client accounts, cultivating trust and long-term partnerships.

Engage proactively with clients to understand their evolving needs, challenges, and aspirationsaligning our services to deliver meaningful impact.

Lead strategic client meetings to assess satisfaction, gather insights, and identify opportunities to innovate and grow.

Strategic Problem Solving

Resolve client concerns with agility, empathy, and precisionturning challenges into opportunities.

Collaborate cross-functionally to ensure seamless service delivery and continuous improvement.

Performance & Impact Analytics

Monitor KPIs and service metrics to ensure excellence across all client touchpoints.

Deliver insightful performance reports that drive client success and inform strategic decisions.

Team Empowerment & Excellence

Inspire, mentor, and lead a team of client service professionals to achieve peak performance.

Foster a culture of accountability, growth, and innovation through coaching and development.

Champion training initiatives that elevate team capabilities and align with our brand promise.

What You Bring

A bold vision for transforming healthcare through exceptional service and human-centered leadership.

Bachelor's degree in Business, Marketing, Healthcare Management, or equivalent experience.

3+ years in client services or account management, with 12 years in a leadership role.

Proven success in managing complex client relationships and delivering outstanding results.

Exceptional communication and emotional intelligence, with the ability to inspire trust and action.

Strong organizational skills and the ability to manage multiple priorities with grace.

Proficiency in Microsoft Office and CRM platforms.

A pulse on industry trends and a passion for shaping whats next.

Why Join Us?

This is your chance to be part of something bigger. To lead with purpose. To elevate care. To be the voice that clients trust and the leader your team looks up to. If youre ready to make your mark in medicine and build a legacy of excellence, we want to meet you.

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Support Manager Durban

Durban, KwaZulu Natal Schlemmer & Associates Recruitment Specialists

Posted 2 days ago

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Job Description

Introduction

Our client, a manufacturing company with offices in Durban & JHB, is looking for an experienced JDE Support Manager. (Can be based in either location, but preferably Durban)

Duties & Responsibilities
  1. Providing system and end user support for business systems, especially JDEdwards and related business applications.
  2. Monitor business systems to ensure these are operating optimally.
  3. Provide proactive and reactive support on JDEdwards and related business systems.
  4. Prepare training material and deliver training to end users for JDEdwards and related business systems.
  5. Analyse business processes to identify opportunities for improvements to processes and systems.
  6. Ability to manage small projects.
  7. Initially, the role will focus on materials management and procurement, thereafter the role will be to provide support for all JDE modules and related business systems.
Desired Experience & Qualification
  1. Matric with appropriate tertiary qualification in business systems or commerce.
  2. Minimum of 5 years post-tertiary experience in materials management and procurement.
  3. A good understanding of materials management and procurement modules in JDE with at least 5 years working in a JD Edwards environment.
  4. Good understanding of business processes (business acumen).
  5. Experience in preparing training materials and delivering training sessions.
  6. Good organisational skills.
  7. Willingness to travel to Corobrik sites essential.
  8. JDE Super User.
Package & Remuneration

Salary up to R 45 000 + R 8620 Car Allowance + Benefits.

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Support manager durban

Durban, KwaZulu Natal Schlemmer & Associates Recruitment Specialists

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Job Description

permanent
Introduction Our client, a manufacturing company with offices in Durban & JHB, is looking for an experienced JDE Support Manager. (Can be based in either location, but preferably Durban) Duties & Responsibilities Providing system and end user support for business systems, especially JDEdwards and related business applications. Monitor business systems to ensure these are operating optimally. Provide proactive and reactive support on JDEdwards and related business systems. Prepare training material and deliver training to end users for JDEdwards and related business systems. Analyse business processes to identify opportunities for improvements to processes and systems. Ability to manage small projects. Initially, the role will focus on materials management and procurement, thereafter the role will be to provide support for all JDE modules and related business systems. Desired Experience & Qualification Matric with appropriate tertiary qualification in business systems or commerce. Minimum of 5 years post-tertiary experience in materials management and procurement. A good understanding of materials management and procurement modules in JDE with at least 5 years working in a JD Edwards environment. Good understanding of business processes (business acumen). Experience in preparing training materials and delivering training sessions. Good organisational skills. Willingness to travel to Corobrik sites essential. JDE Super User. Package & Remuneration Salary up to R 45 000 + R 8620 Car Allowance + Benefits. #J-18808-Ljbffr
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IT Technical Support Manager

Durban, KwaZulu Natal FNB South Africa

Posted 1 day ago

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Job Description

Overview

To manage and provide specialist technical expertise and support to maintain external and internal supplied networks, hardware and systems software.

Responsibilities
  • Drive business profitability in the context of cost management through Information technology solutions through hardware and software performance and recoveries by the team
  • Establish, align and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency
  • Manage server, desktop and network related service and service delivery across all environments and deliver complex
  • Desktop and network routing across distributed campuses
  • Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SMEs, project managers and senior staff members by providing input to business requirements
  • Responsible for the timeous and effective response of IT server, desktop and network user queries and problems through incident reports, actions and pro-active identification and resolution of problems
Qualifications
  • Bachelor’s in information systems or computer science Core or Software Service Technician MCSE, CCIE, MS SQL+, RHCE or RHCA.
  • 5 - 7 years of Information Technology experience within the Network & Security environment.
  • General experience in Computer operations, Infrastructure, Server/desktop/database, Management of Integrated systems, Staff management, Security, Cabling, Architecture, Design, Strategy.
Candidate Profile
  • Adaptable and curious
  • Analyse complex data sets
  • Thrive in a collaborative environment
  • Projects and delivery focused
You Will Have Access To
  • Challenging Work.
  • Opportunities to network and collaborate with stakeholders at all levels of the organisation.
  • Engage with subject matter experts to enhance and develop your skill set.
  • Opportunities to innovate and use data analytics.
Are You Interested

Are you interested to take the step? We look forward to engaging with you further. Apply now!

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

Closing date: 12/09/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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Client Relationship Consultant - Financial Services I Durban

Durban, KwaZulu Natal Salesworx Recruitment (Pty) Ltd

Posted 2 days ago

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Job Description

Overview

We are seeking a Client Relationship Consultant to join our client’s team.

Responsibilities
  • The Client Relationship Officer (CRO) is responsible for servicing all existing private clients that form part of the Wealth Team’s allocated client book.
  • Provide first-class service to clients, maintain and increase the Company’s market share in Funds Under Management, build trusting relationships with private wealth clients, understand client needs, and offer products and services accordingly.
  • Follow up on and close appointments from qualified leads sources to enable Wealth Specialists to engage with clients and acquire new business.
Requirements

Minimum qualifications

  • Tertiary qualification (3-year degree) in a finance/commerce related field of study.
  • 3-5 years’ experience in financial services with emphasis on investments, sales, conducting full needs analysis, financial planning and estates planning.
  • Valid driver’s license.
Preferred qualifications
  • 5+ years’ experience in the industry.
  • Postgraduate Diploma in Financial Planning or studying toward the qualification.
  • Written and passed the Representative (RE5) exam.
Knowledge and skills required
  • A sound understanding of investment and fiduciary services in the marketplace.
  • Rapid learning ability to understand the client’s business model and the products and services offered within the Group.
  • Awareness of competitor activities and offerings.
  • Computer literate and technologically savvy.
Benefits
  • Salary: R15 000 - R20 000 basic

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Client relationship officer - financial services i durban

Durban, KwaZulu Natal Salesworx Recruitment

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permanent
Client Relationship Officer - Financial Services I Durban Client Relationship Officer - Financial Services I Durban 1 day ago Be among the first 25 applicants Direct message the job poster from Salesworx Recruitment (Pty) Ltd Managing Specialist Sales Recruitment | Med Tech & All Industry Sales | South Africa, United Kingdom & EMEA We are seeking a Client Relationship Officer to join our client's team. The Client Relationship Officer (CRO) is responsible for servicing all existing private clients within the Wealth Team’s client book. The CRO provides first-class service to clients, maintaining and increasing the Company’s market share in Funds Under Management. Builds trusting relationships with private wealth clients, understanding their needs and offering suitable products and services. Follows up and closes appointments from qualified leads to acquire new business, allowing Wealth Specialists to focus on client engagement. Responsibilities Contact qualified leads, set up, and close appointments for the Wealth Specialist. Respond promptly and professionally to client queries and requests, providing high levels of service. Track and maintain all leads received by the team, ensuring timely follow-up. Maintain and reconcile daily team figures and submit reports. Liaise with clients as per company guidelines. Use the company’s CRM system effectively. Arrange appointments for Wealth Specialists, ensuring all paperwork is prepared. Verify deal packs, cover schedules, and will applications for completeness before submission. Assist in completing any outstanding requirements for deals. Understand company products to assist clients effectively. Ensure compliance with FSB and FAIS regulations, handling all business and client interactions ethically and legally. Minimum Qualifications 3-year tertiary qualification in finance or commerce-related field. 3-5 years’ experience in financial services, especially investments, sales, financial planning, and estate planning. Valid driver’s license. Preferred Qualifications Over 5 years’ experience in the industry. Postgraduate Diploma in Financial Planning or studying towards it. Passed the RE5 exam. Knowledge and Skills Understanding of investment and fiduciary services. Quick learner of business models and products. Awareness of competitor offerings. Proficient in computer and technology use. Benefits Salary: R15,000 - R20,000 basic. Additional Details Employment Type: Full-time Job Function: Finance Seniority Level: Not Applicable #J-18808-Ljbffr
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Client relationship officer - financial services i durban

Durban, KwaZulu Natal Salesworx Recruitment

Posted today

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Job Description

permanent
We are seeking a Client Relationship Officer to join our client's team.The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our client's existing private clients that form part of the Wealth Team’s allocated client book.The CRO provides first class service to all clients and as such maintain and increase the Company’s market share in the areas of Funds Under Management. These individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services we offer.The CRO is also responsible for following up and closing appointments from our various qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign and acquire new business. Responsibilities Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist.Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed up within the Company’s set timelines.Maintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figures.Liaison with all clients allocated to the Wealth Specialist team as per the Company’s set guidelines.Full and proper use of the Company’s CRM package.Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews.Checking of all deal packs, cover schedules and will applications submitted by Wealth Specialists are completed correctly and in full then submitted to the Regional Administration Manager for final checking.Assistance in attending to any outstanding requirements to complete any deal.Understanding all Company’s products in order to assist clients in terms of their queries.Ensure that the Company is always compliant with regards to the regulations of the Financial Services Board and the FAIS Act; thereby ensuring all new business administration is completely compliant as per the Company’s and the FSB’s guidelines as well as handling termination and complaints in a compliant manner while always striving to treat the client fairly. RequirementsMinimum qualifications Tertiary qualification (3-year degree) in a finance/commerce related field of study.3-5 years’ experience in financial services with emphasis and exposure to investments, with experience in sales, conducting full needs analysis, financial planning and estates planning.Valid driver’s license. Preferred qualifications5+ years’ experience in the industry.Postgraduate Diploma in Financial Planning or studying toward the qualification.Written and passed the Representative (RE5) exam. Knowledge and skills requiredA sound understanding and working knowledge of investment and fiduciary services in the marketplace.Rapid learning ability to understand and grasp the client's business model and the products and services offered within the Group.Awareness and cognisance of competitor activities and offerings.Computer literate and technologically savvy. BenefitsSalary: R15 000 - R20 000 basic #J-18808-Ljbffr
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Client relationship officer - financial services i durban

Durban, KwaZulu Natal Salesworx Recruitment

Posted today

Job Viewed

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Job Description

permanent
We are seeking a Client Relationship Officer to join our client's team.The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our client's existing private clients that form part of the Wealth Team’s allocated client book.The CRO provides first class service to all clients and as such maintain and increase the Company’s market share in the areas of Funds Under Management. These individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services we offer.The CRO is also responsible for following up and closing appointments from our various qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign and acquire new business. Responsibilities Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist.Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed up within the Company’s set timelines.Maintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figures.Liaison with all clients allocated to the Wealth Specialist team as per the Company’s set guidelines.Full and proper use of the Company’s CRM package.Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews.Checking of all deal packs, cover schedules and will applications submitted by Wealth Specialists are completed correctly and in full then submitted to the Regional Administration Manager for final checking.Assistance in attending to any outstanding requirements to complete any deal.Understanding all Company’s products in order to assist clients in terms of their queries.Ensure that the Company is always compliant with regards to the regulations of the Financial Services Board and the FAIS Act; thereby ensuring all new business administration is completely compliant as per the Company’s and the FSB’s guidelines as well as handling termination and complaints in a compliant manner while always striving to treat the client fairly. RequirementsMinimum qualifications Tertiary qualification (3-year degree) in a finance/commerce related field of study.3-5 years’ experience in financial services with emphasis and exposure to investments, with experience in sales, conducting full needs analysis, financial planning and estates planning.Valid driver’s license. Preferred qualifications5+ years’ experience in the industry.Postgraduate Diploma in Financial Planning or studying toward the qualification.Written and passed the Representative (RE5) exam. Knowledge and skills requiredA sound understanding and working knowledge of investment and fiduciary services in the marketplace.Rapid learning ability to understand and grasp the client's business model and the products and services offered within the Group.Awareness and cognisance of competitor activities and offerings.Computer literate and technologically savvy. BenefitsSalary: R15 000 - R20 000 basic #J-18808-Ljbffr
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