Current Vacancies at Metropolitan

Role Purpose    

• Develop and drive profitable sales through effective plans, targets and growth in support of the business strategic objectives, maintaining compliance with regulatory requirements.

Requirements    
Qualification and Experience

• 8-10 years’ experience in the insurance industry
• 5-8 years’ in relevant management experience
• FSCA recognized full Qualification
• FAIS Key Individual Regulatory Exam Level 1 passed
• FAIS Representative Regulatory Exam Level 5 passed
• FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
• Class of Business 3 and 7 

Skills and Knowledge

• Influencing and negotiation
• Problem solving
• Planning and organising
• Analytical
• People management
• Knowledge of the sales cycle, processes and policies
• Knowledge of the insurance industry
• Relevant product knowledge
• Knowledge of relevant regulatory and legislative requirements

Other Requirements

• Driver’s license and own vehicle

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 co-ordination 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

• 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 builds rewarding relationships, encourages innovation and allows 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.

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 in order to ensure business objectives are achieved.
• Encourage innovation, change agility and collaboration within the team.

FINANCE

• Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
• 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.
• 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 wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies    

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

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Role Purpose    

• To pre-assess, capture, and clinically assess claims.

Requirements    

• Grade 12/Matric.
• Computer literate (email, MS Word and Exel).
• Comprehensive knowledge of all aspects of medical aid assessing
• Minimum of 2 - 3 years' experience as a claims assessor preferable
• Industry knowledge (NHRPL (previously known as BHF); SAMA Tariffs, ICD10 codes)
• The ability to interpret and apply scheme rules correctly

Duties & Responsibilities    

• Accurately capture and process all incoming Dental medical aid claims (paper, EDI, real time, workflow) within agreed timeframes.
• Processing of claims according to predetermined standards and business processes.
• Ensure that claims validation is performed in accordance with legislation and scheme rules.
• Quality control to ensure error rate is minimised.

Competencies    

• Attention to detail and accuracy
• Problem-solving ability
• Ability to function effectively within a team
• Ability to work under pressure

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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 4 qualification
• FAIS Representative Regulatory Exam Level 5 passed.
• 120 credit FAIS recognised qualification.

Experience

• 3-5 years’ working experience in the insurance industry environment.
• A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP.
• Class of Business 3 and 7 (Preferable).
• Experience in FAIS Tier 1  Long Term Insurance Products as well as experience in Pension Benefit products.

Skills and Knowledge:

• Relationship building
• Networking
• Good communication
• Computer Literacy  
• Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
• People Management

Other requirements

• Driver’s license and own vehicle

Duties & Responsibilities    
INTERNAL PROCESS

• Managing a team of Financial Advisors
• Develop plans to achieve sales targets in line with client centric practices.
• Manage the adherence to operational processes, policies, and legislative requirements.
• Develop action plans and initiatives to drive sales, motivate team and improve performance.
• Communicate and implement approved team targets within area of responsibility.
• Implement action plans to achieve sales targets and business goals.
• Effectively manage all day-to-day team activities and escalations.
• Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
• Regularly assess team members’ performance against targets and implement actions to increase performance.
• Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
• Maintain effective and efficient record keeping on the relevant system.
• Conduct regular engagement with team members to cascade information and team objectives.
• Cultivate and manage working relationships with a variety of stakeholders.
• Analyse, identify trends and report on team performance and productivity.
• Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
• Implement measures to address non-performance within the team.
• Identify operational efficiencies and make recommendations for improvement.

CLIENT

• Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
• Provide regular reports on delivery of services.
• Provide authoritative, expertise and advice to clients and stakeholders.
• 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 provide 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 Momentum Metropolitan 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.
• Support 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 in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.

FINANCE

• Give input into the budget for area and implementation of financial regulations.
• 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 wilful acts of non-compliance to organisation policy and practice and report on findings.

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  

•  Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.

Requirements    

• Matric/ N4 Equivalent Qualification.
• 5 years’ experience for individuals with matric/1-2 years’ experience for individuals with an undergraduate degree
• FAIS requirements based on DOFA date
• Computer literate
• Fluency in English
• Own Transport

Duties & Responsibilities    

• Conduct needs analysis to understand and enhance client’s financial wellness.
• Create financial plans for clients that address their financial wellness needs.
• Offer solutions (products) to clients to address their financial wellness needs.
• Present information sharing sessions on financial planning topics.

Competencies    

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)