Pricing Workflow Allocator at Momentum Metropolitan Holdings Limited

Role Purpose    

• An exciting permanent position for a motivated and numerate Workflow allocator has become available in the Group Insurance & FundsAtWork Pricing department within Momentum Corporate.  
• This department is responsible for setting premium rates for existing and new business. The area is a high-pressure environment, and the suitable candidate needs to be able to produce high quality work while ensuring that tight deadlines are met.

Requirements    

• Minimum matric with exemption including Mathematics (Pure) and Accounting/Physical Science.
• 2-5 years' work experience in the Insurance, Employee Benefits or other Financial Services industry is preferable.
• Work Experience in workflow allocation would be advantageous.

Duties & Responsibilities    

INTERNAL PROCESS

• Manage the Pricing team workflow mailbox to ensure all incoming requests are attended to timeously.
• Ensure that the workflow mailbox is cleared from incoming mail daily.
• Screen and analyse incoming workflow requests to ensure all requirements are provided.
• Liaise with the Sales team and other internal clients with regards to deadlines and ad hoc allocation related queries (e.g. outstanding information).
• Apply judgement and allocate to various pricing teams based on guidelines provided.
• Capture the requests on the required systems.
• Capture the relevant data at allocation and quote despatch stage for reporting purposes.
• Close cases on the workflow system when required.
• General procedural maintenance (e.g. filing).
• Assist the Pricing team leaders with other ad hoc functions (e.g. meeting bookings, general arrangements).
• Ensure that all protocols, tools and systems are adhered to and are used correctly and effectively.

CLIENT

• Engage in effective communication and exceed customer service expectations.
• Maintain a consistent service delivery to ensure client retention and satisfaction.
• Maintain a broad product knowledge to respond to customer queries effectively and accurately.
• Deliver on service level agreements with internal and external stakeholders to meet or exceed client expectations.
• Build and maintain strong relationships with the Sales channel and other clients
• Ensure satisfactory resolution of all queries and problems.
• Participate in the design and application of a stakeholder feedback capability in respect of service delivery.
• Track workflow related complaints and identify trends and risks and escalate accordingly to be addressed.

PEOPLE

• Enhance the image of MMH through professional internal and external client liaison.
• Work together with the Sales team to support client retention and new business acquisition via excellent.
• customer service and maintaining excellent client and broker relationships.
• Support effective teamwork within the division.
• Engage with appropriate training interventions to promote own professional development.

FINANCE

• Identify risks to the company and escalate accordingly
• Monitors applications to ensure risks could not potentially lead to financial loss to the company
• Contribute towards reducing departmental operating costs.

Competencies    

• Attention to detail.
• Ability to work with spreadsheets and basic calculations involving ratios, averages and data manipulation.
• Excellent people and communication skills (verbal and written) with the ability to write coherently and professionally.
• Analytical and problem-solving skills.
• Effective time-management, flexibility and adaptability.
• Computer literacy in Microsoft Office with strong Outlook, Excel and Word skills.
• Ability to work independently and as part of a team.
• Ability to work under pressure.
• Self-management and accountability.

Closing Date    

• 2026/05/28