Client Educator - Centurion at Momentum Metropolitan Holdings Limited

Role Purpose    

• Educate employers, financial advisors and members on their group benefits to promote product utilization, understanding of benefits as well as promote and educate stakeholders (internal and external) regarding availability of digital platforms that the company provides.

Requirements    

• Grade 12
• NQF 6 or equivalent qualification in long term insurance
• At least 3 years relevant experience in an Employee Benefits environment
• Intermediate excel with capabilities in v-lookup and pivot functions
• Experience in presenting to large client or member group
• Ability to speak an African language, Zulu being advantageous

Additional Information

• Willingness to travel frequently (between 1 to 5 days)
• Valid driver's licence and vehicle
• Willingness to use own vehicle to travel and claim back travel costs according to the Momentum Metropolitan Life Limited Travel policy

Duties & Responsibilities    

• Prepare, present and educate employers and members on their products and benefits to ensure clear understanding and website usability.
• Assess client profile and needs with the intention to pair relevant digital solutions suited for the client.
• Monitor trends in client experience, expectations and give feedback on ways to improve operational efficiencies to support the Momentum Metropolitan Life Limited business.
• Maintain broad industry, product and process knowledge in order to effectively and accurately assist clients and members with their training needs and queries.
• Create and build relationships with the internal stakeholders to ensure effective operational servicing.
• Actively promote new business initiatives and strategies to create a positive and value based client experience.
• Identify and recommend system and process enhancements enabling client satisfaction and retention.
• Escalate any unresolved client, sales or training issues or queries to ensure quick resolution.
• Take full accountability and responsibility for clients queries related to the Client Education function.

Competencies    

• Communicating with impact
• Client orientation
• Organised
• Attention to detail
• Teamwork and cooperation
• Presentation skills
• Results orientated
• Decision making and problem solving skills