Current Jobs at Momentum Metropolitan Holdings Limited

Requirements

• Matric or equivalent
• Business related qualification
• Product training
• Proficient in English and another official South African language (e.g. Afrikaans, Zulu, Xhosa etc.) (preferred)
• MS Office Suite (Word, Excel)
• Business Area-specific products and procedures (preferred)

Duties & Responsibilities

INTERNAL PROCESS

• Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
• Take ownership of complaints and ensure they are resolved timeously and effectively.
• Provide clients with the relevant information and documentation as required in line with policy guidelines.
• Capture and update client information on relevant system/s, based on data received from the client.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to legislative / compliance requirements in the service process.
• Identify and report process and system failures and enhancements to improve client experience.

CLIENT

• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Provide authoritative, expertise and advice 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

• 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

• 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.

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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.

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Qualifications

• Matric or equivalent

Experience

• Minimum of 2 to 3 years’ experience in dealing with client queries.
• Strong Communication skills Verbal and written.
• Ability to distil critical information out of a communication.
• Strong Customer Service and problem solving orientation.
• Proficient in English and another official South African language (e.g. Zulu, Xhosa etc.).
• Solid stakeholder engagement skills (internal & external) MS Office Suite Word, Excel).

Duties & Responsibilities

Internal Process

• Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreementand quality standards.
• Take ownership of complaints and ensure they are resolved timeously and effectively.
• Provide clients with the relevant information and documentation as required in line with policy guidelines.
• Capture and update client information on relevant system/s, based on data received from the client.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to legislative / compliance requirements in the service process.
• Identify and report process and system failures and enhancements to improve client experience.

Client

• Investigate client queries within the agreed service level and ensure that the client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide authoritative, expertise and advice 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 clientexpectations 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 clientservice. 

People

• Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area ofspecialisation.
• Positively influence and manage change and offer specialist support where required.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement ofcolleagues and staff. 

Finance

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and provide input into governance processes, systems and legislation within area of specialisation.
• Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.

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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.

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Requirements

• At least 2-3 years post article experience
• At least 2 years of experience with IFRS reporting and/or IFRS advisory
• Group consolidation and reporting experience advantageous
• Technical accounting experience advantageous
• Prior IFRS consolidation systems experience advantageous
• Experience working with executive level and senior stakeholders highly preferable
• Cognos Controller experience advantageous
• IFRS 17 knowledge and experience advantageous

Duties & Responsibilities

• Prepare and review journals to the general ledger
• Manage the reconciliations of transactions on the bank statement to the General Ledger
• Manage general ledger and other financial controls to ensure compliance to the relevant standards and controls
• Identify and resolve problem sources or escalate to relevant level of authority
• Initiate corrective action in business units when IFRS reporting and other regulations are not met appropriately
• Take responsibility for complete accounting function of companies within scope of responsibility
• Take responsibility for preparation of consolidation packs for companies within scope of responsibility
• Co-ordinate and review IFRS accounts for each reporting period in respect of high-risk areas of the process
• Review complex and judgemental IFRS accounting treatments submitted to Group by business
• Assist in completing processes required in the completion of group consolidation
• Contribute to the enhancement of systems, processes and issues in order to enhance financial management
• Contribute towards the implementation of new IFRS standards including the development of technical accounting frameworks, standards, disclosures, policies and processes
• Identify account variances and investigate root cause of variances
• Analyse financial reports and information to identify area of opportunities or potential risks within segments
• Advise and guide stakeholders and non-financial managers regarding finance elements
• Manage and resolve intercompany balance reconciliations within scope of responsibility
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy
• Assist with the implementation of new reporting processes and systems
• Contribute towards the improvement of current reporting processes and tools
• Review reasonability of account balances and engage with business owners on accuracy thereof
• Take responsibility for allocated sections in group AFS, ensuring IFRS and group accounting policy compliance
• Assist in preparation of group annual financial statements compliant with IFRS and JSE listing requirements
• Prepare annual financial statements compliant with IFRS for companies within scope of responsibility
• Take corrective action when standards are not met
• Maintain and develop Group Finance culture, values and reputation with all staff to ensure motivation and engagement 
• Liaise with external audit and assist in resolving audit queries

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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.

go to method of application »

Requirements

• Matric /Grade 12
• Business related qualification
• 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 recognized 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) points. If you are registered for two Classes of Business (Personal plus Commercial), you are required to have 18 CPD points.
• 3 - 5 Years' experience in Servicing (Short Term Insurance) both personal and commercial lines
• 3 - 5 Years' experience in Managing staff in a short-term industry in both personal and commercial lines
• Extensive knowledge of the Short-Term Insurance Industry

Duties & Responsibilities

INTERNAL PROCESS:

• 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.
• Manage and monitor productivity relating to Key areas within the branch.
• 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.
• Ensure effective administration.
• Implement Corrective Action

CLIENT:

• Provide authoritative, expertise and advice 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:

• Effectively manage a team to deliver quality service to
• Develop and maintain productive and collaborative working relationships with peers and
• Positively influence and participate in change
• Continuously develop own expertise in terms of professional, industry and legislation
• Contribute to continuous innovation through the development, sharing and implementation of new
• Take ownership for driving team cohesiveness and
• Personal development plans for

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Qualifications

• Grade 12 or equivalent qualification
• FAIS recognised qualification (minimum 120 credits)
• FAIS Key Individual Regulatory Exam Level 1 (essential) 
• FAIS Representative Regulatory Exam Level 5
• Degree in Commerce or Business Management (advantageous)
• Financial planning qualification (advantageous) 

Experience

• 8 -10 years experience in the insurance industry (essential)
• 5 - 8 years relevant managerial experience fulfilling the duties of a compliant key individual (essential) 

Duties & Responsibilities

Internal Process

• Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activities, prospect calls, presentations and executive meetings.
• Set targets and take accountability for the overall achievement of performance objectives in the business area, by driving sales performance.
• Provide clear direction on the strategic plan and key focus areas to ensure targets are met. Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
• Manage the delivery of deviance reporting as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred.
• Assist team members, as necessary, by interacting with clients in order to facilitate sales and/or client concerns/complaints.
• Manage allocated sales budget through effective coordination of sales activities and behaviours, key accounts and expense budget.
• Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales process.
• Coach team members on all the processes and controls and ensure understanding and commitment. Ensure team members complete all required compliance exams and attestations within specified timeframes.

Client

• Build and maintain relationships with internal and external stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments.
• Define service practices that build rewarding relationships, encourage innovation and allow others to provide exceptional client service.
• 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 that 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.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
• Select and recruit suitably qualified talent in line with Employment Equity principles and company values.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• Effectively manage performance within the team to ensure business objectives are achieved.
• Encourage innovation, change agility and collaboration within the team.

Finance

• Identify solutions to enhance cost-effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high-risk and problematic financial issues in area of accountability and contribute to the development of policy.

go to method of application »

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.

go to method of application »

Requirements

• Matric
• Rgistered with SANC registration is mandatory.
• Registered Nurse with Degree or Diploma (General, Psychiatric and Midwife) is advantageous.
• Enrolled Nurse with strong traceable Health Risk Management experience.
• Minimum of 3 years clinical experience
• Experience in private institutions would be advantageous.
• Minimum 3 years' experience in managed health care industry is advantageous.
• ICU trained or experience wouldbe advantageous.
• Strong knowledge of PMB legislation, Clinical Coding (ICD 10,CPT & NHRPL), hospital and doctor's billing guidelines is highly advantageous.

Duties & Responsibilities

• Manage quality and cost of clinica land medical care by liaising with members and providers and manage the reduction of recurring costly events and medicine spend.
• Ensure discharge planning is done and arrange post hospital care where necessary.
• Educate and guide all members regarding health care and their benefits.
• Develop, implement and communicate the practice and/or the clinical guidelines for cost effective care.
• Authorise appropriate and cost effective medical care and treatment.
• Ensure the consistent and correct application of exclusions.
• Adhere to policies and procedures and take corrective action where necessary.
• Adhere to organisational bestpractice and legislative requirements.
• Take ownership of escalated and unresolved queries and ensure they are resolved timeously and effectively.
• Manage the problem until resolution, updating the incident detail with any status updates.
• Ensure the effective, accurate and timeous completion of relevant documentation accompanying transactions.
• Manage cost of an in or out-patient episode by implementing appropriate policies and guidelines.
• Identify financial and business risks to the company and escalate accordingly.
• Provide clients with in-depth product information.
• Communicate with providers to improve the cost efficiencies of health care delivery.
• Provide clear communication to all parties involved in an investigation with regards to the outcomes and process.
• Ensure Service Level Agreements are met and exceeded.
• Engage in effective communication and delivery according to Service Level Agreements.
• Adhere to all procedures and processes to improve service delivery.
• Drive and support effective teamwork within the department.
• Engage in appropriate training interventions to promote own professional development.
• Ensure to demonstrate the company's values on a daily basis.
• Contribute to process development by identifying trends in the health industry.
• Continuously monitor and adhereto turnaround times and qualitystandards.
• Resolve issues speedily to enhance client service delivery.
• Drive client service delivery goal achievement in line with predefined standards in order toensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved andused 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 ofoverall client targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
• Deliver on service level agreements made with clients andinternal 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 feedbackand provides exceptional client service
• Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Continuously develop own expertise in terms of industry and subject matter development and application there of in an area of specialisation.
• Positively influence and manage change and offer specialist support where required.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
• Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
• Take ownership for driving career development.
• Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and provide input into governance processes, systems and legislation within area of specialisation.
• Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
• Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.

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Requirements

• B.Com degree.
• 1-3 years HC business partnering experience.
• Registered Psychologist / Psychometrist with the Health Professions Council of South Africa or Registered member with South African Board for People Practices (SABPP). (Advantageous)
• Knowledge of South African Labour relations and legislation Acts (i.e., BCEA, EEA, LRA etc.).
• Understanding of human resources management and labour practices, principles, and regulations.
• Familiarity with ethical standards and confidentiality practices.

Duties & Responsibilities

Business Partnering and Consultation:

• Assist in engaging and partnering with business to understand their needs and support the development and implementation of integrated tactical and operational people plans and Human Capital solutions.
• Collaborate with stakeholders within the Momentum Investments HC team and Group HC to support initiatives aimed at optimising and managing organisational design, organisational effectiveness, employee engagement, and retention.
• Support the Head of HC and Senior HCBP of the planning unit in delivering effective, efficient, integrated, and value-added Human Capital solutions to business in line with business needs.
• Influence key business decisions to ensure effective management of employees through fair, efficient, and pragmatic application of best practices.
• Provide consultation and advice to business within the employee lifecycle, including recruitment, onboarding, performance management, IR matters, recognition, exit management.

Human Capital Practices and Processes:

• Assist in driving the implementation and adoption of various Human Capital practices and processes, including facilitating sessions to educate employees and line managers.
• Ensure employees comply with Group requirements and assist in closing any gaps (e.g., relevant medical aid proof, listing beneficiaries).
• Promote efforts to measure employee satisfaction and climate within supported client groups, and assist in facilitating action planning to improve employee engagement and workplace culture.
• Support the execution, monitoring, and reporting of improvement initiatives.
• Assist in implementing leadership development initiatives in partnership with OD and L&D to empower and enable leaders across business.
• Identify training and development initiatives to address learning or development challenges in line with business needs.
• Play an active role in ensuring requirements of WSP and ATR reporting are met for the L&D team to report on Momentum Investments Group holistically.
• Support the Head of HC with OD interventions in respective areas.

Recruitment and Talent Management:

• Support Senior HCBP in maintaining external talent maps and using them for recruitment.
• Ensure PSL agencies can deliver on needs and manage relationships with them.
• Implement a consistent and positive recruitment process.
• Develop role profiles for new roles and ensure accurate advertising.
• Conduct world-class interviews and ensure a great employee experience.
• Request bookings for assessments and provide feedback.
• Regularly report on recruitment progress and ensure offer letters and package calculators meet quality requirements.
• Provide appropriate feedback to unsuccessful candidates.
• Support Head of HC and Senior HCBP on all talent management activities and interventions.
• Ensure role profiles are accurate and linked to correct levels.
• Drive recognition practices within functional areas.

Performance Management:

• Be knowledgeable about the performance excellence (PE) practice and assist in driving performance.
• Ensure employees have KPIs, regular discussions and PDPs and report on their status.
• Support poor performance management processes.

Onboarding and Employee Engagement:

• Manage the onboarding process for employees ensuring great employee experience.
• Conduct follow-up interviews and compile reports as requested by Senior HCBP.
• Maintain effective record-keeping for reporting purposes.
• Manage the exit process and conduct exit interviews.

Relationship Building and Industry Knowledge:

• Build strong and solid relationships with key stakeholders, both internally (team, leaders, and employees) and externally (agencies, external providers, etc.).
• Understand internal clients business model and realities to partner effectively.
• Be a team player and prioritise team success.
• Keep abreast of trends, legislation, and best practices within the HC industry to optimise service delivery.

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Requirements

• Matric or NQF level 4.
• 5 Years' experience in a financial services environment.
• Experience in administering annuity pensioner payroll.
• Experience in the Annuity Administration Environment will be an advantage.
• Employee Benefits experience will be an advantage.
• Advanced Excel skills, i.e., Pivot tables, VLOOKUPs, etc.
• Ability to calculate tax according to SARS requirements.

Duties & Responsibilities

Technical

• Administering various standalone Retirement Funds.
• Administration of Annuity business, which includes monthly pension payments and death claims.
• Accurately load and maintain pensioner records, including personal, address, and banking details.
• Complete monthly medical aid reconciliations and balance monthly billing received from the relevant medical aid.
• Maintaining member-level transactions across the Benchmark systems.
• Reconcile and balance monthly payroll, including Action Swift/overseas payments, and ensure timely submission for approval.
• Preparing monthly report for submission of PAYE (EMP201) to be sent to Tax Valuation team in the business.
• Preparing tax recons Bi-annual and Annual (EMP501) to be sent to Tax Valuation team in the business.
• Issuing tax certificates at the end of tax year - IRP5/IT3(a).
• Death Claims (joint/single life) - Stopping the payments upon the death of a pensioner, requesting necessary documents, setting up a beneficiary pension (spouse/child) as determined by the rules of the fund.
• Process proof of existence checks via Home Affairs Interface and suspend pensions where required due to outstanding documentation.
• Preparing Admin Reports and Valuation Data and Year-end Reports.
• Updating Data Verification Form for accuracy of data or outsourcing purposes.
• Making payments to trustees for attending various meetings for the fund and calculating the percentages of the payment due.
• Ensure audit files are up to date and handle audit queries during the financial year-end process.

Client Services

• Distribute client communication timeously, including pay slips, tax certificates, and increase letters.
• Adhere to internal controls and SLAs (internal and external), ensuring all administrative and reporting tasks are completed accurately and on time.
• Ensure all monthly registers are up to date and follow-up items are actioned.
• Ensure that the call centre service factor remains above 95% by providing clients with efficient service.
• Provide, file, and maintain relevant documentation to ensure easy access and compliance with guidelines.
• Build strong relationships with clients and stakeholders, contributing to a service-oriented culture and ensuring delivery on expectations.
• Identify and recommend improvements to systems, processes, and client service practices to enhance client experience and ensure fair treatment.
• Take ownership of client service requests and ensure timely, effective resolution of all queries, including those received via the call centre and team mailbox.

Team

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Actively participate in and positively influence change initiatives.
• Continuously grow professional, industry and legislative knowledge to enhance expertise.
• Contribute to innovation by developing, sharing and implementing new ideas.
• Take ownership of personal career development and learning journey.
• Monitor work items and escalate critical issues timeously to ensure resolution.