Client Educator at Momentum Metropolitan Holdings Limited

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 Group 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 Group Limited business.
• Maintain broad industry, productand 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.