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Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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Requirements
Duties & Responsibilities
1. Perform tracing and tracking duties.
2. Verifying successfully contacted and traced members
3. Provide service delivery to customers through tracing and locating clients using contact and
personal details.
4. Trace, track, and gather the client’s personal and contact details.
5. Resolve tracing and tracking issues to serve customers better.
6. Ensure compliance of company guidelines and policies.
7. Processing payments and retention policies and procedures
8. Ensure a transfer and effective coordination of handover processes to Momentum Financial Planners where applicable.
9. Participate and contribute to a culture that builds rewarding relationships.
10. Build and maintain relationships with internal and external stakeholders.
11. Deliver service-level agreements applicable to internal and external stakeholders to ensure that client expectations are managed.
12. Build and maintain productive and collaborative working relationships with peers and stakeholders
13. Positively influence and participate in change initiatives.
14. Take ownership of driving career development.
15. Live the MMI values namely: Accountability, Diversity, Excellence, Integrity, Innovation, and Teamwork.
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