New Business Administrator - Fixed Term (12 Months) at Momentum Metropolitan Holdings Limited

Role Purpose

• A New Business Administrator (NBA) provides quick and accurate capturing of new business cases for the MDS Sales Channel. The NBA executes all capturing of new business cases in a professional manner, also pays a pivotal role in the MDS value chain proposition to FAs. This role plays a symbiotic role with the consultants to reach MDS strategic objectives and goals.

Requirements

Qualifications:

• Grade 12, Matric (Essential)
• Office/Business administration qualification NQF 7/ bachelor’s degree

Experience:

• 1-2 Year experience in the financial services industry (essential)
• Capturing experience will be an advantage
• MS Word, Excel, and Outlook
• Internal MMI systems & processes (preferred)
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage,
• Proficient in Afrikaans and English (both written and verbal).

Duties & Responsibilities

Internal Processes: Sales and Service Experience:

• Ensure accurate capturing of information obtained in application forms and supporting documentation for Investo and Myriad products.
• Understanding of end-to-end capturing systems capabilities across product lines
• Send outstanding requirements to the MDS Channel via workflow systems (AS400)
• Accept new Investo cases in line with process upon receipts of all outstanding requirements online of business systems.
• Assign internal admin queries to administrative internal support with detailed description of the query (e.g., CDD team/BAs).
• Identify financial and business-related risks to the company and escalate in line with the respective process.
• Fix capturing errors online of business systems and provide feedback to the stakeholders (apology letter)
• Challenge processes that do not serve the business - ease of business
• Good understanding of Compliance process adherence and impact of non-adherence
• Ensure all new business applications are correctly captured, recorded, and kept up to date on daily stats spreadsheet hosted on MS Teams.
• Provide support to other branches (nationally) when need arises to ensure business continuity.
• Identify and report process and system failures and enhancements to improve client experience.
• Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
• Adhere to the way of work rules/document

Client Advisor: Stakeholder Engagement:

• Ensure all internal and external engagements are conducted in a professional manner
• Deliver on service level agreements made with internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Maintain meaningful business relationships with all stakeholders
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service

Culture and Personal Development:

• Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development
• Positively influence and participate in change initiatives.

Finance: Business Efficiencies and Effectiveness:

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies

General Competencies:

• Interacting with People
• Conveying Self-Confidence
• Showing Composure
• Thinking Positively
• Following Procedures
• Managing Tasks
• Upholding Standards
• Business Acumen
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Documenting facts

Skill:

• Computer literacy
• Written and verbal communication
• Problem solving
• Time management
• Interpersonal skills
• Email etiquette

Attributes:

• Brand Ambassadorship
• Attention to detail
• Self-starters that is able to work effectively without supervision
• Professional standards and Professional in all engagements with IFAs and head office staff
• Relating and networking (building rapport and relationships),
• Stress tolerance,
• Flawless and effective communication (written and oral),
• Delivering results and meeting stakeholder expectations,
• Teamwork and collaboration,
• Deadline Driven

Knowledge:

• Financial services industry knowledge
• Good product knowledge understanding and great process
• Knowledge of business-related rules, legislation, regulations, and compliance requirements

Closing Date 2025/12/13