Current Positions at Momentum Metropolitan Holdings Limited

Requirements

• 1-2 years relevant experience (essential)
• Exposure to the insurance or financial services industry (desirable)
• Grade 12 or equivalent qualification,
• Relevant business-related qualification,
• MS Office Suite (Word, Excel)

Duties & Responsibilities

INTERNAL PROCESS

• Take ownership of all client service requests and ensure that it is resolved timeously and effectively.
• Capture data accurately on relevant systems according to Service Level Agreements.
• Provide relevant information and documentation as requested, in line with relevant guidelines.
• File and maintain all relevant documentation, enabling ease of access by team members.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to all relevant legislative / compliance requirements.
• Identify and report process and system failures and enhancements to improve client experience.

CLIENT 

• Provide authoritative expertise 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 andstakeholders.
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. 

Competencies

• Analytical 
• Teamwork
• Time Management
• Communication skills
• Interpersonal skills
• Planning skills

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Requirements

Qualifications:

• 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal (essential)
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
• CFP® is an advantage.

Experience:

• 3 to 5 years’ financial service industry experience (desired)
• 1 to 3 years relevant sales experience (essential) ?
• Experience in Momentum Myriad and Investo products is an advantage
• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance ?
• Knowledge of financial services industry and insurance products (desired)

Knowledge:

• Knowledge of the financial services industry. 
• Knowledge of relevant legislation.
• Knowledge of the sales process.
• Relevant product knowledge.

Duties & Responsibilities

Engage:

• Be visible to the IFA in order to understand their needs and drive their value proposition
• Visit the IFA and IFA office based on a defined plan and deliver a message
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings

Enthuse:

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors

Educate:

• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes

Enable:

• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes
• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required

Competencies

• Brand Ambassadorship
• Leading and Supervising
• Professional standards
• Relating and networking (building rapport and relationships)
• Stress tolerance ? Flawless and effective communication (written and oral)
• Delivering results and meeting stakeholder expectations
• Teamwork and collaboration
• Positively impact and influence on the IFA practice
• Deadline Driven
• Able to travel as much as the job requires and travel documentation in order
• Persuading and influencing

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Requirements

• Minimum 2 years work experience, with preference for 3-7 years.
• Actuarial student / recently qualified actuary with strong credentials in programming. Candidates with a PhD or Masters level degrees in mathematics, banking, quantitative financial economics, and advanced programming experience and an exceptional academic record will also be considered.
• Expertise in Python, or other similar languages, and a passion for finding automated programmable solutions to highly complex actuarial, quantitative finance and ALM problems.
• Experience in cloud computing (e.g. AWS) and database structures (e.g. SQL Server) would be advantageous.
• An understanding of quantitative finance, including asset pricing models adopted in the valuation of financial derivatives would be advantageous.

Duties & Responsibilities

• Functional development and maintenance of the group’s in-house ALM System, hosted on AWS. The ALM System spans daily market data feeds, internal fund prices, yield curve bootstrapping, stochastic asset return modelling, liability cash flow modelling, proxy liability modelling, hedging benchmark specification, performance attribution and dashboard reporting implemented within a fully automated production-state process and control environment.
• Business level co-ownership, in close collaboration with Group IT, of cloud platform architecture maintenance (on AWS), Python version controlling, database utilisation, hardware (incl GPU) selection optimisation, process pipeline management, backup management, Disaster Recovery, security protocols, cost monitoring.
• Contribute towards a range of functional deliverables of the ALM function, such as the daily Dynamic Hedging process, integrated Risk Appetite modelling, Liability Driven Investment mandate optimisation, ALM risk adjusted performance monitoring, real world and risk neutral ESG calibrations, non-hedgeable risk pricing, market risk transfer processes, product design support to segments, and executive stakeholder reporting.
• Engage with segments to understand economic and accounting liabilities and their market risk features and translate them to ALM needs.
• 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.
• Competencies
• An attention to detail and a dedication to technical excellence.
• Drive for results.
• Able to manage stress, pressure and competing demands.
• Strong desire to add value and make a difference.
• Self-starter - can run independently with complex projects.

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Requirements

• Bachelor's degree or equivalent qualification in a relevant field such as Human Resources, Industrial Psychology, Behavioural Sciences, or a related discipline.
• Honour's degree or equivalent qualification in a relevant field such as Human Resources, Industrial Psychology, Behavioural Sciences, or a related discipline (advantageous).
• Registered Psychometrist, independent practice with the Health Professions Council of South Africa (HPCSA) (advantageous).
• 1 - 2 years' experience in a Human Capital Consulting/Business Partnering/Generalist role.
• Knowledge of relevant legislation, including the Employment Equity Act (EEA), Basic Conditions of Employment Act (BCEA), and Labour Relations Act (LRA)
• Knowledge of the Human Capital Value Chain.
• Proficient in HR technology tools and systems.
• Basic understanding and knowledge of Human Resources principles, policies, and practices.
• Demonstrated project contributions such as coordinating project activities, tracking progress, or collaborating with project teams.

Duties & Responsibilities

Recruitment, Onboarding & Offboarding:

• Manage the end-to-end hiring process. Support the development of client-specific recruitment strategies.
• Facilitate the onboarding process for new employees, ensuring a smooth transition into the organisation and alignment with company culture and values.
• Collaborate with relevant stakeholders to assist in the development and refinement of accurate and comprehensive job descriptions and role profiles.
• Support clients in managing employee terminations.
• Provide guidance on exit interviews and feedback processes.

Employee Relations:

• Provide support in managing employee relations issues, providing guidance to employees, and helping to resolve conflicts.
• Support in conducting investigations into employee complaints or concerns.
• Provide expert advice, guidance, and support to Line Managers and employees on labour relations matters, ensuring that they are well-informed about relevant policies and procedures, and escalate issues when necessary.

Training and Development:

• Support training initiatives and assist in identifying employee development needs.
• Coordinate training sessions or workshops and track employee participation.
• Collaborate with stakeholders to identify training needs and make recommendations of internal programmes/coaching to facilitate the need.

Performance Excellence:

• Assist in the performance excellence process, including goal-setting, performance reviews, and development plans.
• Provide guidance to managers and employees on performance-related matters.
• Deliver training sessions to capacitate line managers with performance excellence tools/processes.
• Support the business with performance excellence year-end and related processes in full compliance with established standards, policies, and procedures, contributing to accurate performance assessments and reviews.

Benefits Administration & Remuneration:

• Support and address administration and employee inquiries related to employee benefits.
• Work closely with the payroll department to address employee inquiries related to payroll and collaborate on resolving payroll-related issues.
• Collaborate closely with the Remuneration & Benefits team to facilitate benchmarking activities to ensure that the organisation's compensation and benefits packages remain competitive.

Data Analysis and Reporting:

• Assist in the generation and validation of human capital (HC) reports, ensuring accuracy and completeness, and provide these reports to clients with a focus on highlighting key pertinent areas for their attention.
• Assist in gathering and analysing HR data to identify trends and make recommendations for improvement.
• Stay updated on HR industry trends and best practices.
• Contribute to the preparation of HR reports for management, participating in client meetings and presentations as needed.

HR Project Support:

• Develop and implement initiatives that foster a positive work climate and culture, aiming to energise employees, a sense of purpose in their work, reduce work disruptions, and enhance overall employee productivity.
• Manage and support people related and/or Human Resources projects, initiatives and or interventions that are assigned, ensuring that they are executed according to established project plans and objectives.
• Facilitate and support the successful implementation of Human Capital (HC) projects as needed, such as policy reviews, process improvements, or system implementations, and participate in cross-divisional collaboration on Human Capital (HC) projects to ensure their alignment with organisational goals.
• Assist in designing and implementing employee surveys to gather feedback on various aspects of the workplace, including culture.
• Contribute to initiatives that promote and reinforce the organisational culture.
• Assist in the planning and execution of employee recognition and well-being programmes.
• Assist with adhoc HC-related events.

Employee, Stakeholder Engagement & Communication:

• Contribute to employee engagement initiatives and events.
• Collect feedback and suggest improvements to enhance the workplace experience.
• Assist with internal communication related to HR policies, initiatives, practices, and events.
• Provide guidance to stakeholders on HR best practices, policies, and procedures by investigating, engaging, and resolving queries independently and, when necessary, in collaboration with relevant stakeholders to ensure timely and accurate resolution.
• Serve as a point of contact for employee inquiries and stakeholders, understanding their HR needs and challenges.
• Manage general administrative tasks in collaboration with the Human Capital Associate to ensure the smooth functioning of Human Capital operations.
• Collaborate with payroll to communicate changes in payroll processes or timelines to employees.
• Contribute to communication efforts around learning and development opportunities.

Competencies

• HR Consulting skills: Ability to convey complex HR concepts in a clear and understandable manner.
• HR Advisory Skills: Capacity to provide insightful guidance and advice to clients or internal stakeholders on HR matters.
• Business acumen skills: Understanding the organisation's business goals and industry context.
• Communication & Presentation Skills: Ability to communicate clearly and effectively, both verbally and in writing, presenting HR data through visualisations, such as charts and graphs, to enhance understanding.
• Relationship Building: Build and maintain positive relationships with colleagues, clients, and stakeholders.
• Team Collaboration: Aptitude for working effectively in a team environment. This involves being a team player, contributing ideas, and collaborating on projects.
• Adaptability: Flexibility and adaptability to navigate change and work effectively in evolving circumstances. Being open to new ideas and adjusting to shifting priorities.
• Problem-Solving Skills: Critical thinking and a proactive approach to addressing issues and resolving conflicts.
• Analytical Skills: Ability to analyze data, trends, and metrics to inform decision-making.
• Time Management: Efficiently managing time and priorities to meet deadlines and deliver quality work.
• Influencing Skills: Building consensus and gaining support for initiatives.
• Innovative Thinking: Ability to generate and promote innovative ideas, fostering a culture of creativity and continuous improvement within the team and organisation.

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Requirements

• 2-3 years exposure to the Life Insurance industry
• 2-3 years claims experience (preferred)
• Call centre knowledge
• Knowledge of medical terminology (preferred)
• Matric

Duties & Responsibilities

• Provide administrative support for a variety of Claims practices (Internal Process)
• Contribute to the overall team achievement of set team targets through excellence.
• Answer and provide first time resolution and quality driven responses to all correspondences.
• Adhere to the standard operating procedures when communicating with clients through recording and updating of calls, update query with actions taken and escalate to the relevant assessor on the claims system.
• Engage with clients in a client centric manner(Client Services)
• Keep client informed (verbally and/or in writing) if any unresolved queries is outstanding.
• Delivering effective and consistent service and support to external clients within specified service level agreements.
• Engaging and retaining of clients within their current portfolios 
• aligned to the Treating Customers Fairly principles.
• 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(People)
• Develop and maintain productive and collaborative working relationships with colleagues, peers and stakeholders.
• 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 your career development.
• Contribute to financial controls and planning(Finance)
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Responsibly managing financial and other company resources under your control.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies

• Business Acumen: Understands how the business operates, what the key issues and risks are that drives business outcomes through the administrative function.
• Client/Stakeholder Commitment: Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
• Drive for Results: Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
• Leads Change and Innovation: Actively participates in change, does what is right for the business and drives continuous improvement through innovation.
• Collaboration: Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
• Impact and Influence: Supports and gains commitment to the purpose of MMI.
• Self-Awareness and Insight: Manages self and relationships with others effectively and provides perspective in difficult situations.
• Diversity and Inclusiveness: Is sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

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Requirements

• Grade 12 (Matric).
• Completed or studying towards a degree or diploma (preferred).
• 1-2 Years Call Centre experience of customer service principles and practices (preferable Momentum Traditional and Investo).
• A passion for service.
• Enjoys interacting with clients and intermediaries.
• Takes accountability for own development 

Duties & Responsibilities

• Engage with clients and intermediaries in a professional and client centric manner to evaluate and resolve their query.
• Provide clients and intermediaries with the relevant information and documentation as required in line with policy guidelines and within Service Level Agreements to provide incredible client service.
• Adhere to compliance requirements in the service process in line with legislative requirements and serve our clients and intermediaries fairly and in line with our Values.
• Identify and report process and system failures, suggest enhancements to improve client experience.
• Provide authoritative expertise to clients and stakeholders to creating a positive and lasting client experience.
• Provide a receptionist service for all walk-in clients.
• Live the MMH values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.

Competencies

• Writing & Reporting.
• Presenting & Communicating Information.
• Analysing. 
• Adhering to principles and values.
• Adapting and responding to change.
• Deciding & initiating action.
• Persuading & influencing.
• Following instructions & procedures.
• Delivering results & meeting customer expectations.

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Requirements

• Matric
• Computer Literacy (MS Word, Outlook, MS PowerPoint, and Excel)
• Experience with Insurance Systems
• A Minimum of 60 FAIS credits
• RE exams for representatives is mandatory
• At least 10 years of working experience
• At least 7 years of insurance working experience
• Intensive knowledge of Accident and Health insurance products and claim protocols
• Sound Knowledge and experience in handling serious illness/critical illness and death claims

Duties & Responsibilities

• Registering, Handling, and settling of Accident and Health claims in accordance with the Guardrisk applicable policies and standard operating procedures
• Managing and settling claims within required time frame as per SLA’s that are in place
• Effectively negotiating with claim assessors and other related service providers
• Always providing clients/ brokers with the highest standard of service
• Providing clients / brokers with regular feedback on the claim progress
• Ensuring diary system is always implemented and adhered to daily
• Rendering of assistance with adhoc duties, when required
• Updating reserves timeously and accurately
• Attending to payment requests within the Guardrisk SLA
• Managing outstanding claims volumes
• Timely responses to email and telephonic messages
• Accurate record keeping
• Proper time keeping and task prioritization
• Provide a supervisory function over a defined area within the claims department which shall include among others
• Providing technical advice to brokers when required 

Competencies

• Negotiation skills
• Organizational Skills
• Effective Communicational skills
• Attention to Detail
• Ability to work effectively under pressure
• Team player

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Requirements

• Bachelors’ Degree in Communication
• 5 years relevant experience

Duties & Responsibilities

• Implementation of a tactical operational Communication framework, processes, systems and performance standards  

(Internal Process) - 

• Assist in setting the research agenda by highlighting areas of concern and potential opportunities for improvement and optimisation.
• Define methods and techniques to apply in an area of specialisation that is in alignment with area objectives and the operational strategy.
• Develop and disseminate media statements, opinion pieces and feature articles to promote a positive organisational reputation in the market place.
• Develop and maintain productive working relationships with peers and organisational role players to achieve optimal cross process integration.
• Undertake information gathering and analysis of data within set guidelines to provide timely information in area of accountability.

Engage with clients in a client centric manner (Client Services) - 

• Provide authoritative, specialist expertise and advice to external customers.
• Build and maintain relationships with clients and internal and external stakeholders that promote cross delivery process solutions.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Implement client retention strategies effectively and report on the effectiveness thereof for future improvement.
• Liaise with clients and provide information and advisory services to facilitate information dissemination, flow and customer satisfaction.
• Manage the development of standardised client centred scripts for client service processes.
• Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service.
• Participate in relevant customer or stakeholder forums.
• Plan, conduct and provide feedback on random customer satisfaction audits related to communication of product and solution mix

Self-management and teamwork (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 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

Competencies

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