Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Sep 11, 2023
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
    Read more about this company

     

    Senior Administrator: Underwriting Administrator - Cape Town

    Role Purpose    

    • The senior underwriting administrator will act as the liaison between the underwriter and the client by communicating medical decisions, checking and resolving client queries, arranging fastlane service and completing documents to enable the underwriting process.

    Requirements    

    • Grade 12 (NQF Level 4)
    • 5 Years’ experience in an insurance administration environment
    • MS Office (Outlook, Excel and Word)
    • Experience in Employee Benefits is preferred
    • Underwriting administration experience is preferred
    • Previous leadership experience/quality controller experience will be beneficial

    Duties & Responsibilities    

    • Resolve queries telephonically and electronically to resolve escalated underwriting queries in a timeous manner
    • Attend to query investigations and provide feedback to all stakeholders
    • Monitor and manage the adherence to the service level agreements for authorisations
    • Check and update data and underwriting requirements in order to determine action required on status report
    • Complete required documentation as per departmental guidelines
    • Complete Broker Reports - Adhoc, monthly, quarterly, half yearly or annual basis or on request as arranged per individual client
    • Be responsible for coaching and guiding the underwriting administration team in the underwriting management processes and procedures
    • Ensure that the necessary risk management controls are in place
    • Provide factual, logical, expertise and advice to clients and stakeholders
    • Build and maintain relationships with clients, internal and external stakeholders
    • Deliver on service level agreements with all stakeholders to ensure that client expectations are met and managed
    • Make recommendations to improve client experience 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
    • Ensure compliance to regulatory Treating Customer Fairly outcomes
    • 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
    • Encourage innovation, change agility and collaboration within the team
    • Develop and maintain productive and collaborative working relationships with peers, team members 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
    • Responsible to manage, identify and mitigate risk through the adherence of the medical underwriting administration process
    • Identify 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    

    • Planning and organising skills
    • Accountability
    • Attention to detail
    • Customer orientation
    • Confidentiality
    • Impact and Influence

    go to method of application »

    Corporate Sales Specialist - Centurion And Sandton

    Role Purpose    

    • Attract, acquire, and retain clients by selling Momentum Corporate 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 long-term viability with corporate clients and channel stakeholders.

    Requirements    

    • Relevant legislative/regulatory exams or qualifications
    • Certificate of proficiency in Insurance or equivalent qualification
    • B Degree in Marketing, Business, Finance or equivalent qualification
    • 5 years’ employee benefits experience in a similar role (essential)
    • 1-3 years’ experience in the financial services industry (desirable)

    Duties & Responsibilities    
    INTERNAL PROCESS

    • Engage with advisors and prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and influence their decision making process.
    • Sell products in line with client’s financial needs by consulting with the FAIS accredited advisor based on their review of the client’s affordability analysis in order to achieve clients’ financial goals.
    • Assist the FAIS accredited advisor to calculate and advise on tax and legal implications of products and or changes.
    • Collect accurate client information and facilitate relevant actions between the client/advisor and internal stakeholders.
    • Accurately complete all administrative and reporting requirements within agreed timeframes.
    • Achieve set targets on production, quality and conversion.
    • Adhere to compliance requirements in the sales process in line with legislative requirements.
    • Provide technical information in line with the engagement strategy to enhance client’s financial wellness.
    • Facilitate engagements with various divisions within the product house to deliver on Momentum Corporate’s strategy (E.g. member solutions; marketing; Structured Investments and Annuities).
    • Provide regular reports on delivery of targets against agreed sales targets and in terms of overall customer targets.Develop action plans to ensure target deliverables are met.

    CLIENT

    • Investigate advisor/client queries within the agreed service level and ensure that client receives timeous feedback.
    • Escalate advisor/client queries to the relevant department or stakeholder.
    • Provide accurate information to clients and stakeholders in order to ensure that the client receives the appropriate services within the parameter of the regulatory requirements.
    • Provide authoritative, expertise and information to clients and stakeholders.
    • Facilitate advisor/client engagements to socialize them on the facilities available to manage their schemes.
    • Assist with client engagements on legislative requirements (e.g. Regulation 37)
    • Build and maintain relationships with advisors/clients and internal and external 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 provides exceptional client service.
    • Proactively build and maintain advisor/client relationships by presenting our innovative and trustworthy product offerings through professional and credible financial services.

    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

    • Identify solutions to enhance cost effectiveness and increase operational efficiency.
    • Ensure that activities align with value of new business and margin objectives.
    • 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    

    • Collaboration skills
    • Interpersonal skills
    • Drive for Results
    • Communication with impact
    • Influencing skills

    go to method of application »

    Branch Manager - Cala

    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)

    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

    go to method of application »

    Distribution Support Administration - KZN

    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:

    • Grade 12/Matric
    • Relevant NQF 7 Business-related qualifications (preferred)

    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 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 

    go to method of application »

    Actuarial Specialist - Centurion

    Role Purpose    

    • This role forms part of a diverse team that includes experienced actuarial analysts and Java developers. The position will be to assist with product modelling tasks as an Actuarial Specialist in the MMerge Product Modelling team in Centurion.

    Requirements    

    • An actuarial or Bachelors degree with mathematics or statistics as majors.
    • Associate Actuary or making good progress with Associate level exams.
    • A minimum of 5 years' relevant work experience.
    • Modelling experience.
    • Knowledge of insurance products, contracts and relevant industry legislations.
    • Sound numerical skills and computer literacy is essential especially in the use of MS Excel, MS Word and SQL.
    • Skills/experience in extraction would be an advantage.

    Duties & Responsibilities    

    • Manage a small team of actuarial analysts.
    • Review and ensure the accuracy of fellow team members' work.
    • Provide guidance to junior actuarial analysts.
    • Draft and review the required product and calculation specifications.
    • Investigate product bases, and apply sound actuarial judgement for rationalisations where required.
    • Improve tools and processes that monitor the accuracy of policy values.
    • Specify, build and maintain models of the business.
    • Collaborate with developers to ensure the accurate and efficient implementation of your models.
    • Investigate, quantify and explain any deviations and advise on corrective measures.
    • Ensure that all projects to be implemented adhere to audit and risk management requirements.

    Competencies    

    • Ability to examine and interpret data and provide insights.
    • Strong technical expertise.
    • Achievement orientation.
    • Effectively manage time and ensure optimal productivity.
    • Excellent analytical and communication skills.
    • Results and solution focused.
    • High degree of self-motivation and the ability to work independent of supervision.
    • Naturally inquisitive mind set, with a strong innovative tendency.
    • Self Confidence.
    • Flexibility to cope with pressure and setbacks.
    • Delivering results and meeting expectations.

    go to method of application »

    Scrum Master - Cape Town

    Role Purpose    

    • Lead scrum teams in Agile development, guiding them towards product releases within set guidelines, ensuring clear communication and team organisation, product backlog maintenance and release planning, and facilitating core Agile ceremonies and practices.

    Requirements    

    • Relevant post graduate degree with role applicable certifications
    • Certified Scrum Master
    • 5 years’ relevant experience as a Scrum Master, Programme Manager or Agile Coach (essential)
    • Exposure to IT and product and business process development and impementation (desirable)
    • Insurance industry experience (desirable) 
    • Understanding of the product lifecycle
    • In-depth understanding of Agile methodologies, and up-to-date knowledge of industry standards and best practices
    • Knowledge of numerous well documented techniques for filling the intentional gaps left in Scrum (E.g. Burndown techniques, retrospective formats, handling bugs, etc.)
    • Understanding of standard software development roles and responsibilities as well as product development and business process development
    • Experience of managing multiple feature development in one backlog
    • Communication skills
    • Interpersonal skills
    • Business acumen
    • Facilitation skills
    • Persuading and influencing skills
    • Problem-solving skills 

    Duties & Responsibilities    
    INTERNAL PROCESS:

    • Ensure relevant teams are practising core Agile principles of collaboration, prioritisation, team accountability, and visibility in accordance with relevant standards.
    • Support the product development process, the Product Owner and the scrum delivery team to ensure delivery of solutions and product releases. 
    • Facilitate Agile ceremonies of sprint kickoff, daily stand-ups, sprint review, and sprint retrospective in order to meet business requirements.
    • Track and communicate team velocity, sprint progress and maintain process documentation in accordance with best practice standards.
    • Use appropriate communication channels within the scrum team to create a trusting and safe team environment.
    • Assist with backlog maintenance and the facilitation of defects/bugs resolution to achieve and meet business needs.
    • Participate proactively in developing and maintaining team standards in order to maximise team performance.
    • Mitigate external disruptions and distractions, whenever possible, to ensure optimal team effectiveness. 
    • Support and educate Product Owners on maintaining the product backlog, actively managing this and preparing for next sprint.
    • Monitor and ensure that items planned for the sprint are focused on, and unplanned work is identified and raised with the Product Owner to manage expectations and delivery.
    • Provide the team with relevant prerequisites before sprints to enable them to deliver against expectations. 
    • Identify key dependencies and manage them closely to ensure delivery. 
    • Monitor and raise issues / blockers / risks early so they can be mitigated or cleared, enabling the team to deliver optimally.
    • Track and ensure that delivery takes place according to the definition of Ready and/or Done.
    • Optimise the velocity of delivery and focus on continuous improvement to enhance delivery and meet business needs. 
    • Facilitate discussions leading to collective decision-making, goal setting and conflict resolution within the team to ensure optimal team functioning.

    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:

    • 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:

    • 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    

    • Adopting Practical Approaches
    • Directing People
    • Managing Tasks
    • Establishng Rapport
    • Resolving Conflict
    • Taking Action
    • Convincing People
    • Team Working

    go to method of application »

    Financial Advisor - Rustenburg

    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    

    • 2 years’ experience in a sales and/or customer service role
    • 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
    • Matric or equivalent NQF 4 qualification
    • Compliance with FAIS Fit and Proper requirements
    • Finance or Business related tertiary qualification (desirable)
    • Driver’s license and own transport (desirable)

    Duties & Responsibilities    
    INTERNAL PROCESS

    • Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
    • Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
    • Calculated and advise on tax and legal implications of products and or changes.
    • Accurately capture client information, relevant actions and sales on the systems.
    • Accurately complete all administrative and reporting requirements within agreed timeframes.
    • Achieve set targets on production, quality and conversion.
    • Adhere to compliance requirements in the sales process in line with legislative requirements.
    • Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.

    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 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.
    • 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.
    • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

    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

    • Identify solutions 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    

    • Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
    • Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
    • Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
    • Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
    • Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
    • Meeting Timescales: Strong focus on meeting target and deadlines

    go to method of application »

    Retail Business Consultant - Cape Town

    Role Purpose    

    • The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.

    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

    go to method of application »

    Administrator: 37C Death Claim - Centurion

    Role Purpose    

    • Provide quick and accurate administrative support, to enable the client service area to deliver a professional service to clients within Service Level Agreements and legislative/compliance requirements.

    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, inline 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 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.

    Competencies    

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

    Method of Application

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Momentum Metropolitan Holdings... Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail