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  • Posted: Oct 29, 2020
    Deadline: Nov 11, 2020
  • Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
    Read more about this company


    Business Sales Administrator


    Responsible for the administration and processing duties, debtors and arrears management including resolving queries, client and broker communication, daily and monthly functions providing professional service within GPF.


    • New agreements: Load the Debtor and the financial and statutory detail of the loan agreement
    • Renewal and endorsements: find the debtor on the system and select the agreement that you wish to load the renewal/endorsement
    • Once the above has been loaded, send payment reports as well as a recon
    • Credit control and arrear maintenance
    • Prepare Pre Agreement Quotations and Loan Agreements to assist Sales team
    • Handle all queries and assist with general administration duties within the GPF team
    • Responsible to load a new broker and client information
    • Download bank statement from ABSA daily and add all deposits to the deposit schedule. Provide the unallocated deposits to the GPF team. Once clarity is obtained, allocate deposit on system to the correct debtor
    • Bank Account reconciliations and allocation
    • Balance all reports to the Month-End rollover, amend and intercompany reports
    • Responsible for debit order runs and month end reporting and balancing
    • Responsible for broker and insurer payaways, client queries, arrear reports, insurer noting of interest, original document collection via courier
    • Check listings to match debit order schedule, checking deposit schedules and email cash paying clients monthly
    • Bank account reconciliation and allocations
    • Report balancing and month end roll over
    • Return debit order monitoring
    • Cash Flow control and administration
    • Loan Account and deposit matching
    • Send reports on a monthly and weekly basis to management and team
    • Providing professional service to clients
    • Assisting with quotes and information and relevant terms
    • Executing and maintaining necessary administration standards
    • Executing and maintaining best practice compliance and audit criteria
    • Monitoring and following up on new and renewal business
    • Handling and resolving queries and enquiries with brokers and clients
    • Handling process and liaising with relevant parties regarding cancellations, arrears accounts, endorsements.
    • Identifying credit risks and highlighting the need for corrective measures.
    • Enquiring and processing bank reports, credit checks and update insurer and underwriting schedule
    • Insurance Risk Report
    • Transfer funds between GPF and Loan Account
    • Follow up on outstanding documentation
    • Prepare GPF Monthly report in Excel
    • Capturing all deals onto business register
    • Daily credit control
    • Assist Sales team with Pre Agreement Quotations and Loan Agreements
    • Manage and update Loan Account Balance and Presentation Allocation
    • Assisting with marketing strategy and implementation


    • Attention to detail
    • Collaborative
    • Good communication skills
    • Good planning and organising skills


    • Matric
    • Certificate, diploma or degree in administration, marketing, finance will be preffered
    • At least 3- 5 years administration experience

    Closing Date: 11 November 2020

    Method of Application

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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