Current Openings at Momentum Metropolitan Holdings Limited

Role Purpose    

• Develop and implement the internal communications that promotes effective communication across the organisation, enhances employee engagement, foster positive organisational culture.

Requirements    

• Degree in journalism/ communication or equivalent
• Working knowledge of Microsoft Office applications including Project, Word, Excel, and PowerPoint
• 3 – 5 years working experience as a business writer
• 2 years’ Experience in employer branding, human resources or internal communications
• 2 years of digital communications/social media/events planning experience
• Understand corporate communication practices
• Copywriting and proofing proficiency

Skills

• Operational excellence
• Networking and relationship building
• Excellent communication, writing, editing and presentation skills
• Project management, ability to manage multiple projects and meet deadlines
• Strong collaboration and interpersonal skills
• Proficiency in insights mining, application and campaign analytics
• Regulatory awareness (TCF, FAIS, POPIA, etc.)

Duties & Responsibilities    

Develop and deliver on internal communication content:

• Collaborate with, determine and prepare an integrated internal media strategy to provide content and messages to be delivered via each media channel
• Create engaging content for campaigns, programmes, initiatives that resonate with employees , encourage feedback, promotes the positive workplace culture to provide internal social media presence and interaction
• Construct and coordinate the start to end development and delivery of the communications and internal media campaigns that sustain programme and campaign rollout
• Oversee the development and management of internal communication platforms (e.g. intranet, newsletters, emails, WhatsApp, webinars, townhalls etc)
• Use a variety of tools to reach diverse audience within the organisation effectively
• Bring to life brand chapters internally to increase employee engagement and ambassadorship
• Initiate and coordinate a monthly communications forum to facilitate discussion of editorial content for internal consumption
• Plan, design, write and edit internal communications and quality check for consistency in communication messaging
• Advise on and maximise internal communications opportunities
• Facilitate two way communication between leadership and employees to foster a sense of belonging and involvement
• Analyse all communication activities and constantly evaluate and report on the effectiveness of the media channels
• Monitor and track engagement responses, proactively coordinate editorial calendars, analyse and measure results
• Utilise analytics and feedback mechanism to access the impact of internal communication initiatives
• Keep abreast with trends in effective internal communication and the creation of communities
• Collaborate with internal and external stakeholders to ensure the effective conceptualisation, design and development of all internal communication campaigns
• Monitor and administer the delivery of products within budget and agreed timelines
• Coordinate and support the activities related to the established companywide innovation programme

Enable Client Centricity within area of expertise:

• 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
• Define service practices which 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 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

Self management and teamwork:

• 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

Contribute to financial controls:

• Contribute to the financial planning process within area
• Coordinate the invoice and payment process
• 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 forums

Personal Mastery and Leadership:

• Pursue personal and professional development opportunities such as workshops courses and certification relevant to marketing
• Approach obstacles with a solution oriented mindset and be willing to experiment with innovative, creative solutions
• Demonstrate the qualities you value in leadership such as integrity, empathy and collaboration to inspire others
• Manage time effectively, prioritising tasks and meeting deadlines independently

Competencies    

• Generating Ideas
• Developing Expertise
• Producing Output
• Meeting Timescales
• Challenging Ideas
• Inviting Feedback
• Establishing Rapport
• Showing Composure

Deadline:23rd July,2025

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Role Purpose    

• The Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements. 

Requirements    
Qualifications:

• Relevant Degree (NQF 7) Business-related qualifications

Experience:

• Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Word, Excel, Windows etc.)

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 'adviceled' 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

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

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    

• Business Acumen
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness  

Deadline:19th July,2025

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Role Purpose  

•  To oversee and take accountability for key claims functions and as a result ensure that the business continues to efficiently and effectively provide leading administrative services to the scheme and its members. Provide strategic and proactive assistance to the claims functions in managing the business unit. Further to this, ensure standardisation, consistency and optimisation of processes across claims administration.

Requirements    

• A post-graduate degree or MBA. (Desirable)
• Degree in Business Administration or related field. (Essential)
• Matric. (Essential)
• 8 - 10 years of experience in a service and/or claims enviroment.
• 3 - 5 years of management experience within a similar enviroment
• Experience managing a budget.
• Proven track record of driving successful performance outcomes and accomplishing organisational goals.
• Experience anticipating and responding to the needs of internal and external customers
• A very strong Finance and Operational management background.
• Comfortable to engage at with stakeholders on a senior level.
• Strong financial and business acumen.
• Knowledge of budgeting and forecasting methodologies.

Duties & Responsibilities    
PROCESS

• Oversee and provide strategic management, leadership, and guidance to the Claims department
• Ensure that all service level agreements are met at all times and enhanced to remain competitive and relevant.
• Provide input to the strategy of the Business Unit as it relates to the area of responsibility and operational performance.
• Ensure that cost savings and revenue generation mechanisms are established and implemented in line with the strategic objectives.
• Provide ongoing proactive and strategic input to our client on service-related trends through insightful analysis and interpretation.
• Provide support and insight to effect performance enhancements in a timely manner across all business processes, irrespective of the department.
• Formulate strategies and guidelines (aligned to best business practices/protocols) to improve the claims area and overall business environment.
• Make recommendations and support the implementation of new business processes, new systems, and business processes relevant to the Claims and related service areas.

CLIENT

• Manage relationships of internal and external stakeholders relevant to claims matters.
• Share within the claims department and the broader business, thoughts and suggestions on potential performance and quality improvements related or unrelated to the portfolio responsible for and ensure the effective roll-out of identified improvements.
• Participate in matters affecting the broader business and provide input as and when required. 
• Participate in industry and other professional networks/forums to ensure awareness of industry standards, trends and best practices in order to strengthen organisational and technical knowledge

PEOPLE

• Create awareness of the business unit’s strategic objectives and their alignment to the organisational strategic objectives.
• Ensure consistent compliance to company policies and procedures, corporate governance and relevant legislative requirements.
• Provide leadership, guidance, coaching and mentoring to employees reporting to this portfolio.
• Through ethics awareness strategies, comply, champion, and encourage ethic interventions in the organisation and team on ethics and the broader vision and strategy for transformation.
• Monitor on an ongoing basis the training and development needs of employees within the portfolio.
• Provide clear related succession plans for all key positions reporting directly to this portfolio to ensure that succession planning is achieved, and that employees in this portfolio are developed to achieve their objectives and goals.
• Manage the performance of staff within the expected levels of performance objectives and recognise and reward value-added performance in line with Investors in People (IiP) standards.
• Determine appropriate staffing levels within the department, taking cognizance of the constant growth and align to employment equity principles to achieve transformation targets and objectives in line with the business unit strategic plan.
• Provide transformation interventions on areas that require immediate attention in order to create harmonization and thereby accelerating performance.

FINANCE

• Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
• Control the budget for the area, including the authorisation of expenditures and implementation of financial Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Plan and implement a cycle of medium-term improvements to drive pricing of services and products.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings.

Competencies    

• Communication skills (written and verbal)
• Customer relationship management (CRM) skills
• Accounting skills
• Administrative skills
• Analytical skills
• Leadership skills

Deadline:30th July,2025

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Role Purpose    

• Engage and collaborate with designated departments to develop and maintain comprehensive risk profiles. This includes identifying, assessing, managing, monitoring, and reporting on relevant risks. Key responsibilities encompass participation in projects and conducting in-depth analyses of specific processes, functions, and regulatory requirements as part of the overarching risk management strategy.

Requirements    
Qualifications, Experience and Knowledge

• Degree in Risk Management, CA(SA), CFA, or a related finance, investment focused or risk management qualification.
• 2-5 years’ experience in Collective Investment Scheme financial services.
• 4-7 years’ experience in risk management, auditing (internal/external) or other relevant function.
• Familiarity with the financial services and insurance industry, including relevant regulations and laws.
• Understanding of IFRS, the Companies Act, and risk management principles.

Duties & Responsibilities    
Responsibilities and Work Outputs

• Build strong relationships with stakeholders at all levels, including senior executives, to foster a risk-aware culture.
• Support department heads in growing their areas by providing risk guidance and ensuring compliance.
• Keep internal stakeholders informed about the risk profile and escalate important issues, as well as portfolio management related concerns.
• Lead by example in fostering a culture of strong relationships, feedback, and excellent client service.
• Adapt to changing client needs and improve business processes based on feedback.
• Drive efficiency improvements, such as automation.
• Work closely with risk owners to manage and optimise risk processes from identification to reporting.
• Collaborate with the business to identify and mitigate key risks.
• Produce Risk reports highlighting areas of concern, opportunities and anything requiring further investigation for tabling at management and governance forums.
• Partner with the business to create proactive risk management plans.
• Regularly assess and monitor risks through interviews and self-assessments.
• Ensure the audit plan aligns with identified risks.
• Participate in internal group forums to ensure business is kept abreast of relevant risk events and initiatives, take note of key action points and follow-through to ensure execution.
• Identify and track internal and external risk trends.
• Access and prioritise relevant information from various sources to understand the broader risk environment as well as how it may impact on portfolios being managed internally and externally.
• Strengthen relationships with key stakeholders to improve risk reporting and understanding.
• Coordinate combined assurance plans and monitor their execution.
• Contribute to the development and review of key risk management policies and frameworks.
• Manage the error process in the assigned department according to the defined framework.
• Ensure audit findings are closed out in the internal tracking system.
• Coordinate due diligence reviews of third-party relationships as needed.
• Focus on overseeing third-party service providers and their relationships.
• Provide ongoing monitoring and oversight of portfolio risks and activities.

Client Service

• Build and maintain relationships with clients and stakeholders.
• Meet service agreements to manage client expectations.
• Suggest ways to improve client service and fair treatment.

People

• Contribute to a culture that fosters strong relationships, open feedback, and excellent client service.
• Build and maintain effective working relationships with colleagues and stakeholders.
• Support and actively participate in change initiatives.
• Keep improving your professional, industry, and legal knowledge.
• Help drive innovation by developing, sharing, and applying new ideas.
• Take charge of your career growth.

Competencies

• Providing Insights
• Upholding Standards
• Examining Information
• Convincing People
• Embracing Change
• Developing Strategies
• Challenging Ideas
• Conveying Self-Confidence

Skills

• Written and verbal communication skills
• Taking ownership of stakeholder engagement
• Presentation skills
• Influencing skills
• Negotiation skills
• Assertiveness
• Relationship management
• Analytical skills
• Attention to detail
• Planning and organising skills

Deadline:17th July,2025

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Role Purpose    

• To deliver a 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    

• It is essential to have a National Senior Certificate (Bachelor's pass with Mathematics or Mathematical Literacy as a Grade 12 subject highly advantageous)
• Language proficiency in English and Afrikaans is essential
• It would be an advantage to have completed a business-related tertiary qualification
• 1 - 2 Years’ experience in a call centre or client service environment with proven knowledge of customer service principles and practices 
• MS 365 proficiency

Duties & Responsibilities    

• 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.
• 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.

Competencies    

• Verbal and written communication
• Service orientation
• Problem solving
• Detail-oriented
• Prioritisation
• Teamwork and collaboration
• Adaptability
• Display initiative

Deadline:20th July,2025

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Role Purpose    

• The primary purpose of this role is to deliver actionable insights, robust analytics, and data-driven support across Guardrisk Life’s portfolio. This is a mid-to-senior level Data Scientist role within the Data Analytics Life team, focused on unlocking business value through intelligent use of data.

Requirements    

• Bachelor’s degree in sciences or engineering with a strong focus on computer science, statistics, mathematics and/or actuarial sciences
• Bachelor’s degree in Data Science, Computer Science, Statistics, Mathematics, Actuarial Science, or a related quantitative field
• Postgraduate qualification in a relevant field advantageous
• Proficiency in Python and SQL is essential

Beneficial:

• Familiarity with DAX, Power BI, or VBA for reporting and automation tasks
• Solid understanding of data infrastructure, version control (e.g., Git), and software development principles3–5 years of experience in data science, data analytics, or data engineering within a commercial or financial services environment
• Experience working with large datasets in SQL and Python, with the ability to extract, clean, and analyse data efficiently
• Experience with business intelligence tools, particularly Power BI, including data modelling and DAX measures
• Experience validating data and outputs across multiple sources/systems (UAT or product testing experience advantageous)
• Familiarity with insurance and/or actuarial data preferred

Duties & Responsibilities    

• Predictive modelling capability
• Familiarity with machine learning principles, with the ability to implement models when appropriate
• Critical analytical thinking and strong attention to detail
• Creative, out-of-the-box problem solving
• Ability to load, clean, and transform data from various formats (files, databases, APIs)
• Validate and enrich data using external/internal sources
• Feature engineering capabilities
• Ensure data version control and integrity for audit purposes
• Use BI tools (e.g., Power BI) to generate actionable insights
• Build automated, reusable Power BI reports for stakeholders across business units
• Present insights in a format that is both technically accurate and business-ready
• Understand operational insurance environments and the data flows within them
• Analyse and document business processes to unlock value from data
• Assist with user acceptance testing (UAT) for product implementations, ensuring pricing logic and system configuration align with specifications
• Conduct root cause analysis when test results deviate from expected outcomes
• Ability to present complex findings clearly to technical and non-technical stakeholders
• Proactively engage with business users to refine requirements and validate results
• Intellectual curiosity and drive to continuously learn new tools, frameworks, and domain knowledge
• Ability to understand and break down insurance processes and translate them into business and data requirements
• Identify opportunities for process automation
• Understanding of insurance and product lifecycles is advantageous; willingness to learn sector-specific concepts is essential

Competencies    

• Data Mining
• Stakeholder engagement and Teamwork
• Data Visualisation and Communication
• Self-Awareness and Insight
• Programming and Logical Thinking
• Diversity and Inclusiveness
• Strong self-organization and time management
• Self-starter with the ability to manage deadlines, escalate blockers, and deliver high-impact work with minimal supervision
• Comfortable working independently or collaboratively in a team
• Effective collaboration across technical and non-technical teams
• Analytical creativity and problem-solving mindset
• Clear and concise communicator
• High attention to detail

Deadline:24th July,2024