Active Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• To oversee the claims risk management investigation process, review prepared case reports, and guide the medical claims investigation process to ensure it aligns and supports team objectives.

Requirements    

• Bachelor degree or equivalent qualification in a relevant field such as healthcare management, healthcare administration, risk management, or a related discipline (Essential)
• Certified Fraud Examiner (CFE)  with the Association of Certified Fraud Examiners (ACFE) (Desirable)
• 5 – 8 years’ experience in risk management/audit/compliance/financial forensic and or relevant equivalent experience
• 2 – 3 years management/leadership experience
• Demonstrated experience in the healthcare/ insurance industry or related industry
• Knowledge of relevant regulations, laws, and compliance requirements related to healthcare claims and risk management
• Knowledge of risk management principles and practices, including identification, assessment, mitigation, and monitoring of risks associated with healthcare claims
• Familiarity with fraud detection techniques, patterns, and prevention strategies specific to the healthcare industry, including knowledge of common fraudulent activities and risk related indicators
• Knowledge of case management principles and methodologies
• Familiarity with medical terminology, coding systems, and healthcare service provider practices

Duties & Responsibilities    

PROCESS

• Efficiently ensure the accuracy, quality, and overall improvement of case reports produced by claims risk analysts, strengthening quality assurance and oversight in the process.
• Drive improvements in investigation turnaround times, with a specific emphasis on expediting claims risk management within the respective business areas.
• Ensure the prompt and compliant application of policies, interventions, and sanctions, in alignment with regulatory requirements, service level agreements (SLAs), and standard operating procedures (SOPs) for effective claims risk management.
• Provide comprehensive support and ensure the investigations unit promptly and effectively responds to requests and queries, ensuring efficient resolution and proactive assistance.
• Execute all tasks and responsibilities with unwavering commitment to upholding the highest ethical and professional standards.

CLIENT

• Thoroughly review written correspondence addressed to healthcare service providers to ensure factual accuracy and identify and rectify any grammatical errors.
• Engage in client engagements and diligently provide comprehensive reports on investigation outcomes to foster collaboration, transparency, and informed decision-making for clients.
• Thoroughly compile and meticulously review client and productivity reports to ensure accuracy, identify trends, and derive valuable insights for informed decision-making and process improvement.
• Actively attend and deliver impactful presentations at industry bodies and regulatory engagements to share expertise, contribute valuable insights, and foster collaboration and knowledge exchange within the industry.
• Participate in Health Profession Council of South Africa (HPCSA) hearings and effectively present compelling evidence on referred complaints when necessary, ensuring a fair and thorough adjudication process.
• Provide compelling and credible evidence in court, when required, pertaining to investigation processes, ensuring the accurate representation of findings and supporting the legal proceedings.

PEOPLE

• Effectively lead and oversee the team responsible for analysing and identifying instances of Fraud, Waste, and Abuse (FWA) in medical claims submitted to schemes, ensuring thorough investigation, prompt action, and protection of the integrity of the claims process.
• Conduct effective performance management of underperforming employees in accordance with the company's human capital policies, aiming to enhance individual performance, foster growth, and maintain a high standard of productivity within the team.
• Take a leadership role in guiding and developing direct reports, ensuring their expertise and proficiency in conducting thorough and effective investigations related to Fraud, Waste, and Abuse (FWA), thereby contributing to the overall integrity and success of the investigative process.
• Champion a culture of performance excellence by providing support, guidance, and resources that empower individuals and teams to consistently achieve high levels of performance and exceed expectations.
• Actively contribute to fostering a positive work climate and culture that energises employees, instills a sense of purpose in their work, minimises disruptions, and maximises overall productivity, resulting in a highly engaged and motivated workforce.
• Actively contribute to and lead the development of a culture that promotes and embraces best practices, fosters continuous learning, encourages personal and professional growth, drives improvement initiatives, and cultivates a sense of cohesion and collaboration among team members.
• Efficiently manage team performance to ensure the attainment of business objectives by setting clear expectations, providing constructive feedback, offering necessary support, and fostering a culture of accountability and achievement.
• Promote and inspire innovation by fostering a culture of creativity, embracing change agility, and encouraging collaboration within the team, leading to continuous improvement and impactful solutions.

FINANCE

• Proactively identify and analyse solutions to optimise cost-effectiveness and enhance operational efficiency, leveraging innovative approaches and industry best practices to drive improvements in resource utilisation and overall organisational performance.
• Demonstrate responsible stewardship by effectively managing financial and other company resources under your purview, ensuring their proper allocation, utilisation, and safeguarding while adhering to established policies and practices. 

Competencies    

• Communication skills (written and verbal)
• Problem solving skills
• Operational risk management skills
• Organisational awareness skills
• Customer engagement skills
• Critical thinking skills

Closing Date    

• 2026/04/27

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Role Purpose    

• Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets, Manage the activities of advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.

Requirements    

Qualifications:

• Matric or equivalent NQF Level 5 qualification
• RE5
• FAIS Representative legislative qualification
• Class of Business 3 and 7 (preferable)

Experience

• 3-5 years of working experience in the financial services industry
• A minimum of 2 years of managerial experience overseeing the rendering of financial advice
• Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
• A valid driver's license and access to your own vehicle
• Computer literacy

Duties & Responsibilities    

• Leading and managing a team of Financial Advisers
• Developing action plans to drive sales and enhance performance.
• Ensuring compliance with operational processes and legislative requirements
• Cultivating a branch culture to energise employees and maximise productivity.
• Recruiting and selecting high performing Financial Advisers to join your team

Competencies    

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Impact and Influence
• Collaboration
• Self-Awareness and Insight

Closing Date    

• 2026/04/30

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Role Purpose    

• Deliver professional service to clients through various servicing channels (inbound calls, emails, walk-in interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.

Requirements    

Experience And Qualifications

• Matric or equivalent.
• Valid driver’s license.
• 1 to 2 years’ experience in the retirement industry environment.
• Verbal and written communication.
• Proficient in English and another official South African language (e.g. Afrikaans, Zulu, Xhosa etc.) (preferred).
• MS Office Suite (Word, Excel).

Duties & Responsibilities    

Internal Process

• Engage and liaise with Employers, beneficiaries, and relevant stakeholders (friends,colleagues, neighbours, etc. of the deceased) to clarify details regarding the deceased on death claims allocated for investigation.
• Conduct both telephonic engagements and physical visits to families to investigate and verify information provided by claimants.
• Assist and ensure that claimants have filled in all documentation and provided all necessary supporting documentation.
• Assist and follow up with beneficiaries and relevant stakeholders (friends, colleagues, neighbours, etc. of the deceased) on outstanding information required for the investigation of death claims.
• Detailed update of the death claims control and system notes’ weekly to advise on the statusof all death case investigations allocated.
• Conduct quality assessment on claim documentation to ensure that they are complete, accurate and in compliance with the Fund Rules and applicable and relevant processes.
• Complete death case file, once approved at the Disposal of Death Benefit Committee (or Board of Trustees/Fund) must be consolidated and uploaded to the Benchmark system in accordance with the applicable business processes (e.g., signed resolution, certified death certificate, etc.).
• Complete and package all beneficiary details individually in accordance with the applicable checklists and disburse in accordance with business processes to the Benchmark system.
• Liaise with internal departments for documentation related to a death in service (e.g., benefit claim form, death claim form.) to ensure that the claim is investigated within agreed service levels.
• Prepare detailed summary report per death case for presentation at the Disposal of Death Benefit Committee (or Board of Trustees/Fund) monthly.
• Prepare, distribute, explain, and follow up with beneficiaries on allocation letters and payment instructions from beneficiaries to whom benefits were allocated in line with Fund specific monetary guidelines and timeliness stipulated in the allocation letter.
• Maintain consistent service delivery in accordance with client Service Level Agreements to ensure client retention, satisfaction and to maximise client experience and influence positively by dealing with client requests in a competent, efficient, and professional manner.
• Provide relevant & accurate information to all members of funds under administration of MRA in Regional Office centres (both walk-in and telephone enquiries).
• Provide first time resolutions on client queries (members’, beneficiaries, employers, etc.), or if not, investigate client queries and providing feedback within agreed time frames. If you cannot resolve, escalate to senior prior to agreed response timeframe or manage response expectation to client.
• Taking ownership of queries and ensuring they are resolved timeously and effectively.
• Maintain a register of queries received, the type of queries, Fund related to and the details of the enquirer on the platform and format provided and communicate this weekly to management.
• Maintain Fund- and broad product knowledge to respond to customer queries effectively and accurately as well as for considerations with death case investigations (e.g., GLA multiple/s, etc) and for member education sessions.
• Conduct member education sessions (e.g., Inductions, Employer Wellness Days, pre- retirement presentations etc.) to create awareness of the various features and processes associated with the Fund.
• Keeping abreast with all requirements of the retirement industry as set out by the FSCA and the relevant legislation. Maintain Fund- and broad product knowledge to respond to customer queries effectively and accurately as well as for considerations with death case investigations (e.g., GLA multiple/s, etc) and for member education sessions.
• Conduct member education sessions (e.g., inductions, Employer Wellness Days, pre- retirement presentations etc.) to create awareness of the various features and processes associated with the fund.
• Manage the office/s under jurisdiction by ensuring that networks and telephony are working, consumables are replenished, and that the office/s are operational.
• Keeping abreast with all requirements of the retirement industry as set out by the FSCA and the relevant legislation.

Client

• Provide authoritative expertise and factual information to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

People

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• 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.

Finance

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

Competencies    

• Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
• Documenting Facts: Writes fluently when documenting facts understands arguments logically focuses on finding facts.
• Establishing Rapport: Builds rapport and puts people at ease is engaging and welcomes people finds it easy to make friends.
• Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
• Showing Composure: Stays calm and relaxed during events is not worried and tolerates stress levels is composed in dealing with pressure.
• Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
• Upholding Standards: Behaves ethically and justly is discreet and maintains confidentiality meets commitments by acting with integrity.
• Taking Action: Takes action to make things happen uses initiative to start things up shows drive and invests personal energy.

Closing Date    

• 2026/04/25

go to method of application »

Role Purpose    

• Deliver professional service to clients through various servicing channels (inbound calls, emails, walk-in interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.

Requirements    

Experience And Qualifications

• Matric or equivalent.
• COP in Retirement Fund or equivalent qualification.
• Bilingual.
• Multilingual.
• Valid driving license (not endorsed).
• Sound knowledge of Claims policies, procedures, and processes.
• Sound knowledge of business products, associated rules, and legislation.
• 3 to 5 years’ experience in the retirement industry environment.
• 1 to 2 years’ experience in a supervisory and/or management role.

Duties & Responsibilities    

Internal Process

• Liaising with Employers, beneficiaries, and relevant stakeholders (friends, colleagues, neighbours, etc. of the deceased) to clarify details regarding the deceased on death claims allocated for investigation.
• Conduct physical visits to families to investigate and verify information provided by claimants.
• Assist and ensure that claimants have filled in all documentation and provided all necessary supporting documentation.
• Follow up with beneficiaries and members on outstanding information required for claims and the investigation of death claims.
• Update the death claims control and system notes weekly to advise on the status of all death case investigations allocated to self and staff responsible for.
• Conduct quality assessment on claim documentation to ensure that they are complete, accurate and in compliance with the Fund Rules and applicable and relevant processes.
• Liaise with internal departments regarding the requirements of a death in service (e.g., benefit claim form, tax directive etc.) to ensure that the claim is processed within agreed service levels.
• Prepare a report on demise cases for presentation to Trustees at the Disposal of Death Benefit Committee monthly.
• Prepare and distribute allocation letters and request for payment instructions from beneficiaries to whom benefits were allocated in line with Fund specific monetary guidelines.
• Report on inflow and outflow of death claims statistics for areas.
• Prepare report and documentation for the Death Sub-committee meetings.
• Present cases investigated in are and reviewed Trustees at the Disposal of Death Benefit Committee (or Board of Trustees) meetings monthly.
• Facilitate financial advice / counselling for qualify beneficiaries.
• Review death claim investigations and provide guidance to the Client Care Consultants where needed and rate each investigation based on set business criteria.
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall client targets.
• Provide relevant & accurate information to all members of funds under administration in Regional Office centres (both walk-in and telephone enquiries).
• Provide first time resolutions on client (members’, beneficiaries, employers, etc.) queries, or if not, investigate client queries and providing feedback within agreed time frames.
• Taking ownership of queries and ensuring they are resolved timeously and effectively.
• Maintain a register of queries received, the type of thereof and the details of the enquirer on the platform and format provided and communicate this weekly to management.
• Maintain consistent service delivery to ensure client retention, satisfaction and to maximise client experience and influence positively by dealing with client requests in a competent, efficient, and professional manner.
• Maintain Fund- and broad product knowledge to respond to customer queries effectively and accurately as well as for considerations with death case investigations (e.g., GLA multiple/s, etc) and for member education sessions.
• Conduct member education sessions (e.g., inductions, Employer Wellness Days, pre-retirement presentations etc.) to create awareness of the various features and processes associated with the fund.
• Manage the office/s under jurisdiction by ensuring that networks and telephony are working, consumables are replenished, and that the office/s are operational.
• Keeping abreast with all requirements of the retirement industry as set out by the FSCA and the relevant legislation.

Client

• Provide authoritative expertise and factual information to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and 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.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

People

• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• 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.

Finance

• Provide authoritative expertise and factual information to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and 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.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

Competencies    

• Examining Information: Analyses and processes information; asks probing questions; strives to find solutions to problems.
• Documenting Facts: Writes fluently when documenting facts; understands arguments logically; focuses on finding facts.
• Articulating Information: Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
• Interpreting Data: Interprets data rationally by quantifying issues; applies technology as a means to evaluating data; evaluates information objectively.
• Challenging Ideas: Prepared to disagree and question assumptions; challenges ideas and established views; comfortable arguing own perspective.
• Checking Things: Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.
• Providing Insights: Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgments.
• Making Decisions: Is determined and decides on actions; willingly assumes responsibility; is definitive and stands by own decisions.

Closing Date    

• 2026/04/25

go to method of application »

Role Purpose    

• As a Service Specialist within our Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients – providing our valuable clients with consistent, world class and legendary service of the highest quality, during every interaction, showing that we care and that to us investing is personal.
• Your role will entail receiving, processing, evaluating, and responding to enquiries and instructions via various servicing channels within a fast paced, pressurized servicing environment. In addition, you will be responsible for accurately processing client instructions, according to our processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving complex product related queries.
• As a Service Specialist, you will be expected to perform tasks received from all our servicing channels, currently being telephone calls, emails, and manual instruction processing.

Requirements    

• Minimum of 2 to 3 years practical and relevant experience, within the Investment, Insurance and Financial Services industry, with excellent administrative and innovative client servicing and support experience.
• Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
• Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
• Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage.
• Grade 12 or equivalent with Maths and/or Accounting.
• B. Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
• Momentum Investments product, process, procedure, and system knowledge will be an advantage.
• Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.
• Dual-screen navigation and typing skills at an advanced level.
• Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.
• Extensive financial services industry knowledge.
• Sound knowledge of client service policies, procedures and processes.
• Knowledge of business-related rules and regulations.
• Knowledge of relevant regulatory and compliance requirements.
• Knowledge of the operational running of call and service centers.
• Relevant product knowledge.
• Knowledge of complaints handling processes and procedures.

Duties & Responsibilities    

• Deliver positive, seamless and professional customer service during every interaction with the client in a considerate and timely manner.
• Maintain a consistent differentiated client experience within a pressurized, fast-paced and deadline driven environment.
• Compose thoughtful, personalized telephonic and/or email responses for a variety of client needs.
• Maintain client confidentiality, at all times.
• Capture and process valid client instructions accurately, the first-time round, within set service-level timelines and quality standards.
• Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance and product process and procedure guidelines. Useof telephone interactions are encouraged in this instance to enable effective and efficient communication to enhance service experience.
• Always keeping our clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
• Support the team with processing instructions or tasks allocated or made available to you – be it client instructions, transactional indexing, clean-up projects, etc. Working together to create a combined centre of excellence.
• Adhere to product, legislative and compliance processes, and procedures at all times.
• Adhere to Client Centric and Treating Customers Fairly Principles.
• Take responsibility for managing both reputational and financial risk, as a result of processing instructions as well as interactions with both internal and external clients.
• Take personal responsibility and accountability for personal daily and monthly targets (production, quality and client satisfaction).
• Make active daily contributions to help achieve team goals, targets, and successes, taking co- responsibility for the team’s deliverables as a collective team.
• Research, follow-up and resolve client enquiries and problems through effective interaction with clients, intermediaries, investors, product specialists, operations areas, and other internal or external staff in a timely and professional manner. This includes the provision of timely feedback with internal and external stakeholders (always keeping the client and all stakeholders in the loop).
• Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risk or threats.
• Actively improve own performance and drive own development, including continuously improving knowledge for personal growth and development.
• Continuously develop own expertise in terms of professional, industry, compliance, and legislative knowledge.
• Live the Momentum Group values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.

Competencies    

• Passionate about service and service excellence - with a “will do, can do” attitude – demonstrating determination and encourage others to achieve excellence in every task, action and/or interaction.
• Working with and servicing people - demonstrating an interest in others, working effectively in teams, building team spirit - showing care and consideration for individuals.
• Has the ability to work well both under supervision as a member of a team, as well as independently.
• Relating and networking - establishing effective relationships with clients and colleagues, networking effectively within and outside of the organization and relating well to individuals at all levels.
• Highly organized, professional, efficient and effective, with a sense of urgency and excellent time management.
• Very high attention to detail and quality work output.
• Honesty and integrity - Respect for the confidentiality of our clients’ and Momentum Group’s affairs.
• Resilience and adaptability – the ability to overcome obstacles and delivers results by showing tenacity, coping with pressures and setbacks by working productively in a stressful environment.
• Adhering to Principles and Values - upholding ethics and values, acting with integrity and embracing diversity.
• Presenting and communicating information - speaking and writing clearly and fluently, with the ability to relay information in a constructive and confident manner.
• Analyzing data of a verbal and numerical nature as well as other sources of information, breaking information down into components, probing for further information and generating workable solutions to problems.

Closing Date    

• 2026/04/23