Portfolio Administrator - Sandton at Momentum Metropolitan Holdings Limited

Role Purpose

• To provide administrative support to the GGI UMA Binder and UMA Broker Binder and outsource team, ensuring ongoing assistance to align with GGI Scorecard, regulatory requirements, and service offered to our clients.

Requirements

• Matric Certificate
• Tertiary education advantageous
• Proficiency in Microsoft Office – Excel, Word, PowerPoint, Teams
• At least 4 years’ experience in the short-term insurance industry
• General understanding of monthly results, bordereaux’s, loss ratios, regulatory requirements

Duties & Responsibilities

• Assist with GGI Intermediary onboarding process
• Maintain and update online filing system with intermediary information (Mfiles and Neo platforms)
• Coordinate and schedule meetings and appointments, Complete minutes and notes for UMA and NMI meetings
• Facilitate communication and query escalation and resolution between various internal departments
• Assist with the maintenance of process and SOP documentation in the UMA and broker Binder and outsource departments
• Assist with Premium collection Framework in GGI
• Load and maintain Teams sites and folders for UMA’s, Broker binders, Outsource, Administrators and internal divisions
• Follow up or provide feedback with clients on outstanding items such as client review and issue-tracker items
• Follow up on outstanding bordereaux’s
• Maintain updates on legal and compliance (intermediaries, binders, addendums, float agreements)
• Market conduct feedback for POPIA, TCF, CBR, PPR, complaints registers
• Assist with travel requirements for the GGI team
• Assist with salvage capturing on the salvage provider systems for broker binders
• General assistance on internal projects as and when necessary (eg. Training, BI integration etc)

Competencies

• People and relationship driven
• Ability to work collaboratively with cross-functional teams and build positive relationships with clients and colleagues
• Strong verbal language and written communication skills
• Excellent attention to detail and accuracy
• Ability to multi-task on various projects at the same time
• Strong customer service orientation