Current Jobs at Momentum

Role Purpose

• To allocate new business policies according to demographic criteria.

Requirements

• Matric/Senior Certificate
• FAIS Compliant essential (minimum of 30 credits)
• Computer literate [MS Word, MS Excel, Policy Management system (in-house)]
• 3 years work experience in short term insurance
• Customer service orientated
• Excellent communication skills, including telephone etiquette, bilingualism
• Able to handle pressure
• Planning and organizing skills
• High attention to detail
• Ability to process accurately and work diligently

Duties & Responsibilities

• Providing support to all the Regions
• Ensure allocations based on policies sold per region according to lists received
• Record new business on a spreadsheet
• Draft & Provide consolidated reports as necessary and share with key stakeholders
• Prepare post allocation report and present to regions weekly
• Action post allocations weekly
• Report and manage number of allocations daily by region
• Track National Allocations Daily, Weekly & monthly
• Take initiative and drive the business forward
• An understanding of generic products within the Insurance Services Industry.

Competencies

• Able to take own initiative and be creative
• Self-starter & work independently
• Team player
• Reliable and dependable
• Good listener & excellent written/verbal communication
• Excellent presentation skills
• Accept responsibility & take accountability

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Role Purpose

• Provide an effective and efficient technical support service to the administration team to ensure correctness and consistency in processes which includes queries and projects.

Requirements

•  Matric
•  5- 10 Years' retirement fund experience

Duties & Responsibilities

• Take ownership of and manage all aspects of Section 14 processes for Living Annuitants
• Take ownership of and manage all aspects of Annual Tax recons and IRP5 Distributions, Fixed Tax Implementation
• Contribute and ensure compliance to governance, relevant legislation, and risk mitigation strategies.
• Contribute to the design, implementation, and management of the reporting facility on service delivery.
• Co-ordination/ Ownership of various specialised projects assigned by management.
• Provide monthly reports to management, highlighting any issues and recommend actions to resolve concerns or problems related to this environment.
• Maintain a consistent service delivery to ensure client retention and satisfaction.
• Ownership of the annual financial and valuation data review.
• Address audit and or actuary queries.
• Ownership and management of Benefit statements, Annual increases/Bonuses, annual newsletters. Provide current templates to client engagement for approval and log changes requests with IT.
• Request data extract, checking all information and consulting with Admin Manager for final approval.
• Distribution of adhoc fund communication in conjunction with Client Engagement.

Competencies

• Interpersonal and communication skills
• Analytical skills
• Attention to detail  Accountability
• Time management

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Role Purpose

• We are looking for a Web Content Publisher to work closely with the marketing communications department to manage content on client facing websites.
• This position requires a candidate who can work with minimal supervision and has excellent attention to detail. Your daily tasks will include managing and publishing online content on our client facing websites. You will also be responsible for updating and maintaining the existing content and frequent doing health checks on the sites.
• As a Web Content Publisher, you will be an important member of the content team by making sure our content publishing is correct and performing against client experience metrics.

Requirements

• Matric
• Web design and development Course, Diploma, and Degree
• 1 -2 years content management experience
• Solid written and verbal English skills
• Good understanding of SEO (Search Engine Optimization) principles and ensuring that application will adhere to them
• Good understanding of working in an Agile environment
• Basic HTML, CSS, and JavaScript experience
• Proficient understanding of cross-browser compatibility issues and ways to work around them
• Wordpress CMS knowledge
• Google Analytics knowledge (additional training can be supplied)

Duties & Responsibilities

• Manage documents and version control on a content server
• Update/map documents to various websites
• Code basic HTML to map documents to websites
• Content updates and management in WordPress (Scheme website, health solutions website)
• Gathering Google Analytics on various websites and determine optimization opportunities
• Identify proactive content updates during cyclical content update periods
• Collaborate with stakeholders to gather requirements, conduct analysis and prioritise requests
• Assure that all user input is validated before submitting to production
• Basic development and maintenance of websites with CMS
• Monitor performance of solutions and make recommendations to improve the performance and functionality of the solution
• Log issues found in existing systems as internal change controls and ensure successful resolution of issues

Competencies

• Diversity and Inclusiveness
• Leads Change and Innovation
• Drive for Results
• Customer/ Stakeholder Commitment?             
• Business Acumen?   
• Self-Awareness and Insight?
• Impact and Influence?             
• Collaboration

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Role Purpose

• The purpose of the role is to execute on the Momentum Insure Sales strategy
• This will include the achievement of product sales targets and the delivery of an excellent, consistent customer experience across all products at the lowest possible cost
• This role leads and directs the Momentum Insure BDC channel, strong leadership is required to motivate and inspire the team to achieve outstanding results
• The Sales Manager is accountable for understanding Regional Customer base, growth opportunities and specific demands whilst ensuring effective capacity management of available resources in order to achieve higher operational efficiencies
• To ensure that the processes within the Momentum Insure Sales Team comply with legislative and process requirements
• Achievement of required audit scores
• To work along with staff to enhance skills levels and create a healthy work environment. Contracting and achieving of training and development plans for BDC's. Manage transformation and employment equity

Requirements

• Matric/Grade 12
• NQF 5 as required/ equivalent qualification and or FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives (RE5) and (RE1) for Key Individual
• If you are registered for one Class of Business (Personal or Commercial), you are required to have 12 CPD (continuous professional development) If you are registered for two Classes of Business (Personal plus Commercial), you are required to have 18 CPD points.
• 5 Years' experience in Sales (Short Term Insurance)
• 3 Years' experience in Managing staff in a short-term industry

Duties & Responsibilities

• Driving profitable sales volume of all Momentum Insure products
• Achieve an excellent, consistent customer experience across channel
• Implement sales plans, budgets, and accelerated growth strategies:
• Addressing sales to the external market
• South African and public sector markets
• Maximise channel effectiveness
• Apply a deep understanding of Provincial client and competitive markets and needs to execute on initiatives that will lead to greater market penetration. 
• Communicate the sales distribution strategic objectives, plan, and operating model to stakeholder
• Accountable for establishment of a fast and efficient lead management process
• Ensuring effective resourcing, development, performance management and retention plans are in place for sales team
• Run collaborative meetings for retail sales
• Collate provincial specific retail tied sales information and compile relevant reports to respective stakeholders
• Ensure effective risk management and governance of Momentum Insure
• Key individual Momentum Insure –; management oversight of the sales activities, including the performance of compliance function, specifically with respect to FAIS and the product categories for which Momentum Insure are licensed, and represent the Sales Team during compliance monitoring visits

Competencies

• Impactful leadership
• Driving change
• Purposeful collaboration
• Growing capability
• Relationship building
• Managing performance
• Product Sales
• Sales skills
• Risk awareness
• Cross selling
• Extensive knowledge of the Short-Term Insurance Industry
• Knowledge in managing a diverse team
• Thorough understanding of the insurance industry
• Thorough understanding of business principles
• Interpersonal Skills
• People Management skills
• Ability to handle conflict
• Negotiation skills
• Problem solving skills
• Coaching skills
• Knowledge of Sales process

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Role Purpose

• The Retail Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants; serves as a source of information to enable the distribution teams (consultants) to deliver a professional service to Financial Advisers and other stakeholders. The DSA executes all transactions and requests professionally, within high performance guidelines, playing a pivotal role in the MDS value chain proposition to IFAs. This role plays a symbiotic role with the consultants to reach MDS strategic objectives and goals.

Requirements

Qualifications

• Grade 12, Matric (Essential)
• Office administration qualification or Business related (Degree/NQF 7)

Experience

• 1-2 Year experience in Financial service (essential)
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage

Duties & Responsibilities

Internal processes: Sales and Service Experience

• Understanding of end-to-end processes across product lines
• Understanding of end-to-end systems capabilities across product lines
• Challenge processes that do not serve the business - ease of business
• Good understanding of Compliance process adherence and impact of non-adherence
• Quotes fulfillment and tracking
• Professional presentation of quote and relevant supporting documentation that support the 'advice-led' process
• Accountable for the new business process - end to end completed with least amount of comeback
• Process application form and engage with Financial Adviser /practice staff asap after receipt
• Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements
• Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Consult systems to view progress - those documents pull through correctly
• Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
• Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
• Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Administratively support Consultant on all planned marketing calls - to follow through in support
• Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
• Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
• Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
• Ensure that all training interventions are recorded on appropriate reports
• 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.

Client Advisor: Stakeholder Engagement

• Ensure all internal and external engagements are conducted in a professional manner
• Maintain meaningful business relationships with all stakeholders
• Provide authoritative expertise to clients and 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

Collaboration and Self-development

• 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 legislative knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development

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

• Interacting with People 
• Establishing Rapport    
• 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
• The DSA plays an integral role between MDS and IFA and IFA practice in support, online capability knowledge and subsequent training.
• Similarly, this role is expected to understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA.
• Gets involved in service centre escalations to improve the experience, has to think on their feet and always maintain good ambassadorship with a can-do attitude.
• High quality of processing and displays resilience in follow-ups and ensuring cases issue in the shortest possible timeframe – high performance standards.

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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

• Matric 
• 1 - 2 years client service experience.
• Excellent knowledge Momentum Health System and products would be an advantage.
• Good understanding of the Medical Scheme Administration or Short Term Insurance industry.
• Excellent communication skills in Zulu/ Sesotho/ Sethwana/ Sepedi and/ or Zulu, in addition to English.

Duties & Responsibilities

• Identifying risks to the company and escalate accordingly.
• Engaging in effective communication and delivery according Service Level Agreements.
• Maintaining a consistent service delivery to ensure client retention and satisfaction.
• Obtaining and maintaining broad product and industry knowledge in order to effectively and accurately respond to customer queries.
• Ensuring Service Level Agreements are met and exceeded at all time.
• Providing first time resolution on queries of a complex nature.
• Dealing promptly with client requests in a competent, efficient, and professional manner.
• Driving and supporting effective teamwork within the department.
• Engaging in appropriate training interventions to promote own professional development.
• Ensuring to demonstrate the company's values on a daily basis.
• Recording of all queries and interactions with customers onto the workflow systems.
• To ensure the required turnaround time is met.
• To ensure that all correspondence sent out is of the highest quality.

Competencies

• A strong understang of the medical aid and short term industry will be advantageous.
• Take ownership of all queries and ensure that they are resolved timeously and effectively.
• Complete documentation as per departmental guidelines in order to meet client needs.
• Utilise IT systems effectively, to ensure accuracy of documentation.
• Adhere to organisational best practice and legislative requirements.
• Adhere policies and procedures and take corrective action where necessary.
• Ensure all risks are mitigated and escalated where necessary.
• Ability to provide quality written feedback to clients on queries raised via email, fax, or post.

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Role Purpose

• Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

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

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Role Purpose

• The Retirement Benefit Counsellor will work directly with members and/or clients to ensure that that they can reach their educational, financial, and asset goals through benefit counselling and financial wellness education.

Requirements

Experience and Qualifications:

• Relevant business degree.
• RE5
• 1-5 years' experience in sales or retirement benefit counselling in a financial services environment.
• Knowledge of annuities, preservation and investment products.
• Excellent verbal and written communication skills essential.
• Excellent presentation skills.
• Additional professional qualifications such as CFP will be a distinct advantage.
• Must be able to speak IsiXhosa, TshiVenda, XiTsonga and Zulu fluently (Nguni languages)
• Must be willing to travel locally.
• Own transport is a requirement.

Duties & Responsibilities

Responsibilities and work outputs:

• Provide individual or group benefit counselling and/or coaching as part of the employee financial wellness service.
• Provide factual information to members/clients in line with the engagement strategy to enhance client's financial wellness and also helping members/clients to make informed financial decisions.
• Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process with specific focus on the Trustee Endorsed solutions.
• Provide one-on-one counselling and coaching sessions for members to assess their financial situations, reviewing their budgets, credit reports, balance sheets and other financial documents.
• Assist clients with pre-retirement planning and application of annuity products. Focusing on the trustee endorsed annuity strategy.
• Host webinars and workshops on key financial education concepts to clients.
• Attend wellness days nationally to provide benefit counselling and/or financial education face to face when required to do so onsite.
• Accurately capture client information, relevant actions, and sales on the client relationship management systems (CRM).
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production, quality, and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Fulfil retirement benefit counselling and financial coaching role within the Member Solutions team.
• Refer fund members or clients to a financial advisor if financial advice is required.
• Monitor participants' progress toward financial goals and follow up with participants on referrals to other financial service professionals when applicable.
• Maintain files and database for all participants including the financial plan, credit report, coach's appointment notes, analysis, and corrective action plan.

Competencies

• Client Centric orientated
• Accountability
• Planning and organising
• Communicating with impact
• Adaptability
• Influencing and persuading
• Strong communication and presentation skills

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Role Purpose

• The Administration Consultant will be responsible for implementing processes, procedures, and measurements for Back Office Administrators to effectively partner with the sales and portfolio teams to ensure a smooth client experience.

Requirements

• Grade 12 or equivalent
• Business or Industry related qualification (preferrable)
• Extensive knowledge of relevant business products, processes, systems, and procedures
• Extensive knowledge of relevant regulatory and compliance requirements
• 1-3 years’ experience within a managerial role or similar

Duties & Responsibilities

Managing the day-to-day activities of your team

• Manage and guide the team with the resolution and delivery of client product applications, onboarding and adhoc client requests, queries, escalations, documentation and provide feedback in accordance with Service Level Agreement and legislative and compliance requirements.
• Manage, monitor, and control the team's delivery on Service Level Agreements made with clients.
• Manage, monitor, and control the team’s execution of client requests, concerns, and queries.
• Act as an escalation point to the team in addressing and resolving client queries.
• Ensure team’s adherence to correct procedure and protocol when following up on and attending to queries.
• Analyze the Client Service processes and identify opportunities for improvements; implement improvements within the team.
• Identify and report process and system failures and enhancements to improve client experience.
• Update and maintain relevant standard operating procedures within the Client Service area, to ensure the maintenance of quality and consistency in service delivery and client experience.

Creating an excellent client experience

• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders, which include but not limit to client relationship consultants, advice hub and product houses.
• 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.

Enabling a high performing team

• Effectively manage a team to deliver quality service to clients.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.

Identify and manage the risks and costs related to your scope of control.

• Contribute to the financial planning process within area.
• Identify opportunities 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

• Interacting with People
• Establishing Rapport
• Making Decisions
• Directing People
• Showing Composure
• Resolving Conflict
• Understanding People
• Interdepartmental and inter-team collaboration

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Role Purpose

• The purpose of the role is to bring about high quality service by overseeing the quality of operational team's output and client interactions within an agreed SLA and to ensure exceptional service processing and effective execution of operational functions.

Requirements

• Grade 12 or Equivalent
• Minimum of 2 years of experience in employee benefits
• Quality Checking experience will be advantageous

Duties & Responsibilities

• Check and verify all financial and non-financial operational transactions including client interactions accurately and within the agreed turnaround times and service level agreements ensuring no daily backlog in quality queues.
• Identify and clearly note gaps in transactional processing performance or service delivery and give concise recommendation/feedback for corrections and improvements in service delivery on relevant platforms for immediate action by operations service consultants and to allow accurate reporting on upskilling and development to the operational management team.
• Contribute to the identification of business services process issues and development of solutions, escalating to the Quality Control Portfolio Manager to determine the best operational course of action.
• In collaboration with the Portfolio Manager implement and take joint accountability for the service response to the Momentum Corporation Operational business strategy.
• Contribute and ensure compliance to relevant legislation and risk mitigation strategies.
• Deliver on service level agreements to ensure that the overall 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.
• Adopt a performance culture that exceeds service delivery expectations maintaining high quality output within service level agreement.
• Adopt a culture of accountability for personal, regional and cross regional queue management to ensure full turn-around time of quality control items is maintained.
• Understand impact of quality effort to overall client experience.
• Take full accountability for personal management of own service standard delivery.
• Build strong relationships through providing consistent and accurate concise recommendation/feedback, expressing positive expectations to improve overall high quality client service experience.
• Exceed client expectation by adopting a cross regional team culture.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of operational process changes, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.
• 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.
• Check and verify all operational processes and client interactions timeously and accurately to avoid re-works and late processing penalties.
• Adopt a culture of excellence ensuring zero defects / errors in overall client experience from Momentum Corporate operational teams.

NB: Please note that this role is based on the Pay for Performance remuneration structure.

Competencies

• Collaboration
• Customer orientation
• Impact and influence
• Accountability
• Adaptability
• Attention to detail
• Communication skills