IFA and Referrals Operational Specialist at Momentum Metropolitan Holdings Limited

Requirements

• Matric
• Post Grad degree or diploma in Computer Sciences or Commerce
• 3 years Short-term Insurance experience
• Proficient in MS Office (Word, Excel, PowerPoint, and Outlook)
• Working with intermediaries and their requirements and queries.

Duties & Responsibilities

Internal Collaboration:

• Effective and consistent service delivery and support to all internal clients.

Internal Process:

• Ensure broker commission and LRA queries are escalated and followed up
• Investigation of enquiries with Customer support and MDS
• Resolve all enquiries according to need identified per enquiry including commission and referral queries and payments to stakeholders
• Create and distribute once-off LRA monthly fee statements once payments are made
• Inform managers of the status of all enquiries
• Assist with ad-hoc audits/investigations

Contract Management:

• Broker agreements administration with MDS as well as ad-hoc payment enquiries.
• Lead Referral agreement administration on Premia and AS 400.

  Reporting:

• Submit monthly data/stats reports to manager on time and per agreed specifications

Values:

• Live the Momentum values
• Value assessment results at an acceptable level

Performance and Development:

• Manage own performance and development by ensuring performance contract in place
• Have quarterly performance review discussion with manager
• Have updated and signed personal development plan in place