Jobs Career Advice Post Job
X

Send this job to a friend

X

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

  • Posted: Sep 7, 2026
    Deadline: Sep 30, 2026
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • 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...

     

    Financial Adviser - Peninsula

    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 long-term viability.

    Requirements    

    • Matric/ N4 Equivalent Qualification.
    • FAIS requirements based on DOFA date
    • Relevant regulatory examinations if you are already working in the financial services industry.
    • 2 - 3 years in a Sales environment.
    • Strong computer literacy skills.
    • Fluency in English.
    • Duties & Responsibilities    
    • Engage with prospect clients to understand their financial needs.
    • Sell products that align with the clients’ financial requirements.
    • Accurately record client information and sales details
    • Achieve targets related to production, quality and conversion.
    • Comply with legislative regulations and adhere to all compliance requirements.

    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)

    Closing Date    

    • 2026/09/30

    go to method of application »

    Organisational Effectiveness Consultant

    Role Purpose    

    • Facilitate and implement organisational development solutions that increase the effectiveness of the business and enable employee engagement to empower the business to achieve its objectives

    Requirements    

    • Honours degree in Human Resources/Industrial Psychology.
    • Registered psychometrist (Independent Practice).
    • Registered Industrial Psychologist (preferred).
    • 3-5 years organisational effectiveness experience within financial services healthcare environment.

    Duties & Responsibilities    

    • Facilitate and deliver value-adding organisational effectiveness interventions to address organisational development gaps in line with Momentum Metropolitan Holdings frameworks.
    • Provide business leadership with support aligned to culture and leadership framework
    • Run and implement projects according to business needs and objectives.
    • Conduct research to drive best practices in the fields of organisational effectiveness.
    • Collaborate with the Human Capital team to facilitate and deliver value-adding organisation development  programs and interventions to address organisational development gaps in line with Momentum Metropolitan Holdings frameworks.
    • Partner with the Human Capital team in initiating and improving the effective delivery of Human Capital Management solutions, while integrating and sharing best practices.
    • Use psychometric assessments to inform interventions to build an effective organisation and teams.
    • Use psychometric assessments to guide career progression engagements with leaders and employees to identify, deploy, motivate and energise talent.
    • Implement talent management interventions to build a sustainable pipeline to increase the size and competence of the succession pool at all critical levels within the organisation in order to ensure long-term strategy and the agility of the business to respond to the market and competitors.
    • Facilitate organisational effectiveness interventions to effectively manage conflict, build teams, create change agility and build a culture that aligns with business values.
    • Coach, advise, and provide tools to leaders to successfully lead change in their environment.
    • Facilitate interventions that build an innovative, collaborative, and client-centric culture that supports business values.
    • Collaborate with stakeholders to implement leadership development interventions in line with the Momentum Metropolitan Holdings leadership framework.
    • Build and maintain effective business relationships with all key stakeholders by initiating and maintaining regular interactions.
    • Facilitate team effectiveness interventions in order to increase collaboration, productivity, and work satisfaction.
    • Act as trusted coach and advisor to leaders and employees in the business on organisation development-related issues.
    • Effectively use diagnostic tools and monitor business results to determine the success of interventions and to design new interventions.
    • Compile and submit organisational development scorecards, monthly reports, and other related metrics as required.
    • Keep abreast of trends, legislation, and best practices within the organisational development field to optimise service delivery.

    Competencies    

    • Recognizes the importance of relationships as a fundamental business resource and makes attempts to build and maintain solid working relationships with others.
    • Has earned the trust of key internal stakeholders.
    • Frames complex ideas in simple and useful ways.
    • Persists through adverse circumstances.
    • Has a history of delivering results.
    • Understands the business/function from a best practice and client's perspective. Design solutions and make decisions based on what's best for the client and what meets the client's needs.
    • Diagnose, design, and implement organisational development interventions that improve team effectiveness, enable leaders, and embed a culture.
    • The capacity to persuade, convince and influence others for the purpose of achieving desired results.
    • Helps set the direction of change with clear outcomes.
    • Identifies the key steps for initiating change.
    • Helps people understand why change is important (i.e., creates a sense of urgency).
    • Takes responsibility for own development; and actively mentors, coaches, and develops talent in others.
    • Builds leadership bench strength for Momentum Metropolitan Holdings,by providing opportunities and experiences to develop skills, competencies, and business knowledge.
    • Administer, interpret, integrate and report on assessments.
    • Facilitation of engagements and interventions with individuals or groups that assist them in accomplishing their goals and business outcomes.

    Closing Date    

    • 2026/09/14

    go to method of application »

    Occupational Health Nurse

    Role Purpose    

    • Ensure a healthy workforce and provide a cost effective occupational and primary health service in alignment with objectives.

    Requirements    

    • Matric/Grade12 - Essential
    • Diploma/Degree in Occupational Health Nursing - Essential
    • Audiometry - Essential
    • Spirometry - Essential
    • Vision Screening - Essential
    • Dispensing - Essential
    • Basic life support (BLS) - Desirable
    • Registration with SASOHN -  Essential
    • Registered as a General Nurse with SANC as an Occupational Health Nurse -  Essential
    • Basic understanding of the Health & Safety Act and Occupational Health and Safety Act with regulations
    • Knowledge of current healthcare practices
    • Knowledge of medical industry
    • Knowledge of medical surveillance
    • Knowledge of biological monitoring
    • Knowledge of ergonomics 

    Duties & Responsibilities    

    INTERNAL PROCESSES

    • Implement and evaluate a risk-based medical surveillance programme which includes pre-employment,
    • baseline, annual, transfers and exit medical screening. 
    • Implement, manage and monitor activities relating to occupational health,safety and environment. 
    • Manage, administrate, report and follow-up of Injury on Duty cases according to the employers’ policies and procedures. 
    • Respond to medical emergencies within scope of practice. 
    • Implement and evaluate a risk-based medical surveillance programme which includes pre-employment, baseline, annual, transfers and exit medical screening. 
    • Implement, manage and monitor activities relating to occupational safety, health and waste. 
    • Manage, administrate, report and follow-up of Injury on Duty cases according to the employers’ policies and procedures. 
    • Respond to medical emergencies within scope of practice. 
    • Assist with worker integration into the workplace after prolonged absence.  
    • Recognise chronic disease early and manage these conditions to ensure productivity.  
    • Consultation, counselling and/or referral of employees when needed.  
    • Provide a consultancy and advisory service to line management and client employees on occupational health matters.
    • Compliance with all legislation relating to occupational health. 
    • Investigate client queries within the agreed service level and escalate to the relevant stakeholder where necessary, and ensure timeous feedback is provided. 
    • Identify, analyse and monitor trends relating to specific hazard exposures and ensure preventative measures are implemented. 
    • Participate in internal and external audits. 
    • Oversee and assist with ordering of stock, housekeeping and maintenance of equipments as well as the keeping of inventory.
    • Various administrative functions such as data capturing, as well as document and record management, to ensure confidentiality, continuity, accessibility and legibility. 
    • Continuously develop own expertise in terms of professional, industry and legislation knowledge. 
    • Provide basic Primary Health Care to employees.
    • Provide assistance to the client with absenteeism management and sick leave follow up.
    • Waste management.

    CLIENT SERVICES

    • Investigate client queries within the agreed service level and ensure that client receives timeous feedback and 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.
    • Through honesty, trust and respect provide authoritative, expertise and advice to clients and stakeholders.
    • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
    • Deliver on service level agreements and 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 , clients 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.
    • Effectively manage time and ensure optimal productivity.
    • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
    • Be self-confident, self-motivated and relentlessly pursue targets and goals.

    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    

    • Interacting with People
    • Showing Composure
    • Managing Tasks
    • Establishing Rapport
    • Understanding People
    • Upholding Standards
    • Articulating Information
    • Following Procedure

    Closing Date    

    • 2026/09/09

    go to method of application »

    Compliance Manager

    Role Purpose    

    • Develop and manage the execution of compliance program in order enable the business within a legal framework.

    Requirements    

    • Post Graduate Diploma in Compliance Management
    • Degree in Finance, Legal or Business recognised by the FSCA
    • Registered compliance officer with the FSCA
    • 7 - 10 years working experience
    • 3 - 5 years of management experience

    Duties & Responsibilities    

    INTERNAL PROCESS

    • Develop of and manage the implementation of a suitable compliance monitoring plan in order to ensure completeness and accuracy.
    • Manage the review and provide oversight of the relevant compliance monitoring plan based oncombined assurance initiatives.
    • Manage the execution of compliance activities based on the compliance monitoring plan in order to provide assurance on the level of regulatory compliance.
    • Ensure the regulatory compliance breach management and follow-up process is followed to enable business to effectively manage and resolve breaches
    • Monitor and provide the appropriate oversight function for any activities outsourced or for any independent compliance functions performed by any legal entities within the business.
    • Monitor and communicate regulatory change and actively influencing the business to establish control frameworks
    • Manage the implementation of the compliance requirement universe for the business
    • Provide professional advice and guidance to business and senior business leaders regarding compliance matters.
    • Contribute to the initiation of critical statutory projects relevant to the business and monitor the appropriate implementation thereof by the business•
    • Create awareness within business regarding new compliance requirement or provide guidance on potential impact of compliance requirements
    • Support the business stakeholders identify compliance risks or weaknesses for which the business should consider additional mitigating action, or processes and/or procedures.
    • Initiate, contribute and prepare the necessary documentation for the submission of business enabling statutory applications to applicable regulatory and industry or supervisory bodies
    • Build relationships with internal and external stakeholders as well as the wider compliance community within the MMI Group.
    • Act as adviser into business projects and initiatives as it related to the compliance eco-system.
    • Manage the delivery of compliance reports that highlight compliance activities and instances of non-compliance, both internal and external within agreed time frames.
    • Initiate and contribute to the review of all critical business policies from a regulatory compliance perspective and make recommendations for improvement.
    • Compile, submit and present compliance reports to the Audit Committee and MMI Board.
    • Manage and execute the process to identify, manage, monitor and report compliance risks that theorganisation face.
    • Apply a combined assurance model in optimising assurance coverage in the organisation.
    • Continuously aligning compliance landscape to the business strategy to ensure the function in gear towards enabling business reach its objectives.
    • Act as trusted adviser for Ombudsman related queries and escalations related to the compliance matters.
    • CLIENT SERVICES
    • 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.
    • Delivery 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.

    PEOPLE

    • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
    • Create a positive work climate and culture to energise employees, give meaning to work, minimize 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 MMI 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.
    • Support the building of the team’s capability in order to ensure that the team is equipped to strategically partner with business and provide leading solutions.

    FINANCE

    • 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.
    • Identify solutions to enhance cost effectiveness and increase operational efficiency.
    • 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    

    • Articulating Information Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
    • Providing Insights Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgments.
    • Interacting with People Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.
    • Directing People Is comfortable leading people; coordinates and directs groups; seeks to control things.
    • Examining Information Analyses and processes information; asks probing questions; strives to find solutions to problems.
    • Upholding Standards Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.
    • Making Decisions Is determined and decides on actions; willingly assumes responsibility; is definitive and stands by own decisions.

    Closing Date    

    • 2026/09/15

    go to method of application »

    Financial Adviser - Cape City

    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 long-term viability.

    Requirements    

    • Matric/ N4 Equivalent Qualification.
    • FAIS requirements based on DOFA date
    • Relevant regulatory examinations if you are already working in the financial services industry.
    • 2 - 3 years in a Sales environment.
    • Strong computer literacy skills.
    • Fluency in English.
    • Duties & Responsibilities    
    • Engage with prospect clients to understand their financial needs.
    • Sell products that align with the clients’ financial requirements.
    • Accurately record client information and sales details
    • Achieve targets related to production, quality and conversion.
    • Comply with legislative regulations and adhere to all compliance requirements.

    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)

    Closing Date    

    • 2026/09/30

    go to method of application »

    Back Office Operations Intern

    Role Purpose    

    • Build your understanding of the investment industry from behind the scenes.
    • Momentum Securities is looking for an organised and detail-oriented YES Learner to join our Back Office team in Sandton.
    • This opportunity will give you practical exposure to the operational environment that supports a securities business and the investment activities taking place behind the scenes.
    • The Back Office plays an important role in supporting the smooth and accurate operation of a securities environment.
    • As a YES Learner, you will have the opportunity to learn how operational processes, administration, controls and accurate information support investment and client activity. You will work alongside experienced colleagues and gain valuable insight into the operational side of financial services.

    Requirements    

    • Relevant tertiary qualification or studies in Finance, Accounting, Investments, Economics, Business or a related field
    • Good numerical and analytical ability
    • Strong attention to detail and organisational skills
    • Good written and verbal communication skills
    • Ability to follow processes accurately and work collaboratively
    • A willingness to learn and develop within a financial-services environment
    • We are looking for someone who enjoys working with detail and is organized. You should have a willingness to learn, be comfortable working with information and processes, and enjoy being part of a team where accuracy and reliability are important.

    Duties & Responsibilities    

    In this opportunity, you will gain exposure to:

    • Securities back-office processes and operational activities
    • Transaction-related administration and supporting processes
    • Controls and processes that contribute to an efficient securities environment
    • Coordination with colleagues and other areas of the business
    • The broader securities and investment environment and how operational teams support it
    • Competencies    Attention to Detail: Ensures accuracy and quality in all work.
    • Planning and Organising: Manages tasks effectively and meets deadlines.
    • Learning Agility: Learns quickly and adapts to new situations.
    • Teamwork and Collaboration: Works well with others to achieve shared goals.
    • Accountability: Takes ownership and follows through on commitments.

    Closing Date    

    • 2026/09/09

    go to method of application »

    Retail Business Consultant - Hyde Park

    Role Purpose    

    • The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time over a range of product, market, and sales intelligence which will set them apart from their counterparts.
    • The consultant and 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: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
    • Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
    • CFA and/or CFP® is an advantage.

    Experience:

    • 3 to 5 years financial service industry experience.
    • 1 to 3 years relevant industry related sales experience.
    • 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, insurance products and regulatory & legislation is advantagous.

    Duties & Responsibilities    

    Engage:

    • Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
    • Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
    • Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
    • Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings

    Enthuse:

    • Understand who the IFA category 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:

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

    Enable/ Empower:

    • A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA’s practice.
    • Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
    • Consultants help grow the IFA’s practice by identifying and focusing on new products and new client segments, as well as new channels.
    • Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.

    Competencies    

    • Working with people
    • Adhering to principles & values
    • Relating and networking
    • Persuading & influencing
    • Applying expertise & tech
    • Analysing skills
    • Delivering results & meet customer expectations
    • Adapting & respond to change
    • Coping with pressure & setbacks
    • Achieving personal work goals & objectives
    • Entreprenurial & Commercial thinking

    Closing Date    

    • 2026/09/08

    go to method of application »

    Branch Manager - Saldanah

    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 5 qualification
    • RE5
    • FAIS Representative legislative qualification
    • Class of Business 3 and 7 (preferable)

    Experience

    • 3-5 years of working experience in the financial services industry
    • A minimum of 2 years of managerial experience overseeing the rendering of financial advice
    • Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
    • A valid driver's license and access to your own vehicle
    • Computer literacy

    Duties & Responsibilities    

    • Leading and managing a team of Financial Advisers
    • Developing action plans to drive sales and enhance performance.
    • Ensuring compliance with operational processes and legislative requirements
    • Cultivating a branch culture to energise employees and maximise productivity.
    • Recruiting and selecting high performing Financial Advisers to join your team.

    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

    Closing Date    

    • 2026/09/09

    go to method of application »

    Dynamics Developer

    Role Purpose    

    • We are looking for a motivated and detail-oriented Intermediate Dynamics 365 Developer to join our growing team. The successful candidate will assist in the development, customization, and support of Microsoft Dynamics 365 solutions across various projects.
    • This is an ideal opportunity for someone with foundational development experience who is eager to build a career in the Microsoft Dynamics ecosystem.

    Requirements    

    • Diploma or Bachelor’s Degree in Computer Science, Information Systems, or a related field
    • 2+ year experience in software development, ideally with exposure to Microsoft technologies
    • Familiarity with Microsoft Dynamics 365 (CRM), Power Platform, or Microsoft Dataverse
    • Basic understanding of relational databases, APIs, and web services
    • Experience with C# and .NET development (even at beginner level or higher)

    Nice to Have:

    • Exposure to JavaScript, HTML, and CSS for Dynamics 365 form customizations
    • Knowledge of Power BI, Power Apps, and Power Automate
    • Understanding of Agile development methodologies
    • Microsoft certifications (e.g., PL-900, MB-910, MB-920) or willingness to obtain

    Duties & Responsibilities    

    • Assist in configuring, customizing, and extending Microsoft Dynamics 365 applications (Customer Engagement / Sales)
    • Develop plugins, workflows, and integrations using C#, .NET, Power Automate, and Power Platform tools
    • Support senior developers with system upgrades, data migrations, and testing
    • Maintain technical documentation and contribute to user guides
    • Troubleshoot and resolve basic issues in Dynamics 365 environments
    • Collaborate with functional consultants, testers, and business users to gather requirements and implement solutions
    • Participate in training and knowledge-sharing sessions to build Dynamics skills and certifications

    Competencies    

    • Be excited about collaborating and communicating closely with teams and other stakeholders via a distributed model, to regularly deliver design solutions for approval
    • Must be a “team player” able to work with management in developing and implementing new processes and enabling systems. Able to work with end user groups to define application needs and identify feasible solutions
    • Interacting well with others since teamwork is important
    • Be passionate about resolving user pain points through great design and development
    • Be open to receiving feedback and constructive criticism
    • Be passionate about all thing’s UI and other areas of design and innovation. Research and showcase knowledge in the industry’s latest trends and technologies
    • Exhibiting a commitment to lifelong learning since technology is always changing
    • Thinking outside the box to solve problems creatively
    • Communicating effectively so that all involved understand what is being done
    • Strong interpersonal and communication skills
    • Ability to work with all levels of the organization, both technical and non-technical
    • Strong analytical problem-solving, and conceptual skills

    Closing Date    

    • 2026/09/08

    go to method of application »

    Claims Assessor

    Role Purpose    

    • To be part of a team that provides market leading claims assessment capability for living benefits (critical illness, income and disability benefits). This will include specialising in income disability, lump sum disability,critical illness and case management for living benefits, the completion of quality industry assessments within the required service levels.

    Requirements    

    • B./BSc. Occupational Therapy, Physiotherapy or Psychology or Qualified Registered Nurse or other health sciences related degree considered appropriate.
    • 1-3 Experience in life insurance claims.
    • Relevant insurance knowledge, applicable regulatory requirements and legislations (beneficial).
    • Experience of general retail protection market product offerings (beneficial)

    Duties & Responsibilities    

    • Execution of the claims assessment methodology across Critical Illness, Income Protection and Lump Sum Disability benefit lines.
    • Approves or declines claim submissions without supervision within company guidelines.
    • Support team members with best practice techniques,medical practice through knowledge sharing.
    • Selects and accepts major risks on behalf of the company, evaluating proposals rather than mechanistic assessment.
    • Assist with the overall improvement of risk management within the living benefits assessment area.
    • Continuous development and application to ensure successful execution of the new claims assessment methodology, including:
    • Current best industry and company practices.
    • Claims research.
    • Technological enablers.
    • Embedding and applying established practices to ensure consistent application of these in the claims assessment environment.
    • To partner and collaborate with both internal and external stakeholders, not limited to product development, underwriting, CMO, reinsurance partners to improve claims assessment and client experience.
    • Ensure that assessment methodology and execution is in line with legislation and best practices within the financial management field in order to optimise the claims assessment service offering and deliver.
    • Familiar with the regulatory framework, insurance related court decisions and/or determinations by regulatory bodies, governing bodies etc. that could impact the way claims are processed or handled.
    • Risk opportunity identification to prevent fraud and to deliver quality work.
    • Build and maintain relationships with internal stakeholders responsible for the primary client.
    • Build and maintain relationships with internal stakeholders responsible for the primary client and advisor interactions (claims consultants).
    • Follow internal client service practices which build rewarding relationships and enables exceptional client service
    • Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
    • Incorporate internal assessment feedback into the enhancement of daily business processes and management operating systems.
    • Act in a way that allows for a positive work climate and culture with fellow employees

    Competencies    

    • Business acumen.
    • Client / Stakeholder commitment.
    • Assertiveness.
    • Drive for results.
    • Diversity and inclusiveness.
    • Collaboration and team work.
    • Impact and influence.
    • Results and solution focused.
    • Self-awareness and insight.
    • Diversity and inclusiveness.

    Closing Date    

    • 2026/09/13

    Method of Application

    Build your CV for free. Download in different templates.

  • Get new Sales and Business Development jobs like this on Telegram.Subscribe on Telegram
  • Send your application

    Back To Home

Career Advice

View All Career Advice
 

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail