Fresh Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• We are seeking a dynamic marketing professional to lead the end-to-end marketing function for the intermediated portfolio within Momentum Insure. This role is responsible for developing and executing marketing strategies that align with the broader business unit’s objectives.
• The successful candidate will design and implement targeted programmes and initiatives to drive profitable growth across our intermediated channels, including Independent Financial Advisers (IFAs), Business Development Consultants, Strategic Partners, and Consult by Momentum.

Requirements    
Experience and Qualifications:

The following experience and qualification will be required:

• A Bachelor's degree in Marketing, or an equivalent qualification.
• 5 - 8 years related marketing experience, preferably within financial services, with experience in B2B and/or non-life insurance marketing.
• Strong through-the-line marketing experience in partner-driven or intermediated environment, with a creative passion that contributes to business growth.
• A minimum of 5 years’ management and leadership experience, including oversight of multidisciplinary teams (e.g., agency management, partners/vendors, and direct reports).

Duties & Responsibilities    
Responsibilities and work outputs

Marketing management:

• Design, implement, support and drive marketing and brand strategy in the intermediated channel that delivers established business objectives in collaboration with peers and colleagues.
• Develop marketing programs for sales growth and revenue enhancement for the intermediated channel
• Drive development and measurement of marketing metrics that enable effective decision making around revenue growth, market share, market intelligence and profitability in the intermediated channels
• Through disciplined project management: engage, monitor, influence and work closely with the marketing value chain to deliver high quality marketing initiatives.
• Drive the development of integrated marketing strategies and campaigns that maximizes the effectiveness of the business development activities.
• Establish mechanisms to support the building of relationships with existing and prospective intermediaries, strategic partners and industry bodies.
• Understanding and interpretation of market insights and business context to influence marketing strategy and communication plans for the intermediated channel.
• Partner and interact with vendors to supply marketing supporting concepts.
• Collaborate with sales and distribution, product, marketing and creative teams to drive the appropriate marketing and communication solutions to the intermediated channel.
• Give input to the marketing standards and guidelines for the function that drives consistency in brand messaging and differentiation in the intermediated channels.
• Report on performance of marketing campaigns, gain insight and assess against goals.

Finance and Budgeting:

• Manage portfolio budgets, balancing the requirements for the portfolio objectives and optimal use of the brand funds for overall Marketing impact.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency continuously.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Culture and people management:

• Build and maintain relationships with the marketing team in Momentum Insure, internal business portfolio teams and the broader Group stakeholders that promotes cross delivery practice solutions.
• Create a positive work climate and culture to energise the team, give meaning to work, minimise work disruptions and maximise team productivity.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness
• Demonstrate exemplary leadership behaviors through personal involvement
• Identify team member 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.

Competencies    

• Accountability
• Client focus
• Results driven
• Flexibility and adaptability
• Attention to detail
• Proactive
• Service delivery
• Stakeholder engagement and management

Skills required:

• Strategic and tactical thinking capability
• Business acumen
• Strong interpersonal skills
• Strong people skills
• Negotiation skills
• Project management

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Role Purpose    

• Deliver professional service to clients through various servicing channels (inbound calls, emails, walk-in interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.

Requirements    
Experience and Qualifications

• Matric or equivalent.
• COP in Retirement Fund or equivalent qualification.
• Proficient in English and Xhosa (Afrikaans would be advantages).
• Valid driving license (not endorsed).
• Sound knowledge of claims policies, procedures, and processes.
• Sound knowledge of business products, associated rules, and legislation.
• 3 to 5 years of experience in the retirement industry environment.
• 1 to 2 years of experience in a supervisory and/or management role.

Duties & Responsibilities    
Internal Process

• Liaising with Employers, beneficiaries, and relevant stakeholders (friends, colleagues, neighbours, etc. of the deceased) to clarify details regarding the deceased on death claims allocated for investigation.
• Conduct physical visits to families to investigate and verify information provided by claimants.
• Assist and ensure that claimants have filled in all documentation and provided all necessary supporting documentation.
• Follow up with beneficiaries and members on outstanding information required for claims and the investigation of death claims.
• Update the death claims control and system notes weekly to advise on the status of all death case investigations allocated to self and staff responsible for.
• Conduct quality assessment on claim documentation to ensure that they are complete, accurate and in compliance with the Fund Rules and applicable and relevant processes.
• Liaise with internal departments regarding the requirements of a death in service (e.g., benefit claim form, tax directive etc.) to ensure that the claim is processed within agreed service levels.
• Prepare a report on demise cases for presentation to Trustees at the Disposal of Death Benefit Committee monthly.
• Prepare and distribute allocation letters and request for payment instructions from beneficiaries to whom benefits were allocated in line with Fund specific monetary guidelines.
• Report on inflow and outflow of death claims statistics for areas.
• Prepare reports and documentation for the Death Sub-committee meetings.
• Present cases investigated in are and reviewed Trustees at the Disposal of Death Benefit Committee (or Board of Trustees) meetings monthly.
• Facilitate financial advice / counselling for qualify beneficiaries.
• Review death claim investigations and provide guidance to the Client Care Consultants where needed and rate each investigation based on set business criteria.
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• 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 against agreed service level agreements and in terms of overall client targets.
• Provide relevant & accurate information to all members of funds under administration in Regional Office centres (both walk-in and telephone enquiries).
• Provide first time resolutions on client (members’, beneficiaries, employers, etc.) queries, or if not, investigate client queries and providing feedback within agreed time frames.
• Taking ownership of queries and ensuring they are resolved timeously and effectively.
• Maintain a register of queries received, the type of thereof and the details of the enquirer on the platform and format provided and communicate this weekly to management.
• Maintain consistent service delivery to ensure client retention, satisfaction and to maximise client experience and influence positively by dealing with client requests in a competent, efficient, and professional manner.
• Maintain Fund- and broad product knowledge to respond to customer queries effectively and accurately as well as for considerations with death case investigations (e.g., GLA multiple/s, etc) and for member education sessions.
• Conduct member education sessions (e.g., inductions, Employer Wellness Days, pre-retirement presentations etc.) to create awareness of the various features and processes associated with the fund.
• Manage the office/s under jurisdiction by ensuring that networks and telephony are working, consumables are replenished, and that the office/s are operational.
• Keeping abreast with all requirements of the retirement industry as set out by the FSCA and the relevant legislation.

Client

• Provide authoritative expertise and factual information 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

• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• 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

• Provide authoritative expertise and factual information to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

Competencies    

• Examining Information: Analyses and processes information; asks probing questions; strives to find solutions to problems.
• Documenting Facts: Writes fluently when documenting facts; understands arguments logically; focuses on finding facts.
• Articulating Information: Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
• Interpreting Data: Interprets data rationally by quantifying issues; applies technology as a means to evaluating data; evaluates information objectively.
• Challenging Ideas: Prepared to disagree and question assumptions; challenges ideas and established views; comfortable arguing own perspective.
• Checking Things: Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.
• Providing Insights: Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgments.
• Making Decisions: Is determined and decides on actions; willingly assumes responsibility; is definitive and stands by own decisions.

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Role Purpose    

• Oversee and lead the execution of strategy, development and growth of the Consult by Momentum and MFP short-term insurance channel; manage and optimize distribution teams activities to align with and support both franchise and independent planner and broker models. Responsible for building channel confidence through relationship management, skills development, minimizing compliance risk and insight driven resource allocation.

Requirements    

• NQF5 Qualification in short-term insurance or business management
• Relevant business degree
• Previous experience in leadership role
• Management development programme
• 7 - 10 years short term insurance sales / distribution experience
• 3 - 5 years' management experience

We're looking for someone with:

• Exceptional level of knowledge in personal and commercial lines insurance
• Deep understanding of the insurance industry landscape and legislation
• Expertise in sales management and sales skills development
• Good understanding of social media channels and basic marketing concepts
• Knowledge of Consult and MFP channel practices, compliance and contractual elements
• Basic understanding of FAIS requirements (advice process)

Duties & Responsibilities    
Responsible for successful execution of Key performance indicators:

• New business volumes: facilitate the achievement of new business targets in each of the specific focal areas Consult and MFP.
• New business income: facilitate achievement of targeted API, by ensuring improved average premium value through multi risk portfolios for Consult and MFP
• Footprint growth: ensure that the targeted number of supporting planners are achieved within each focal area.
• Safety Value proposition penetration: embed safety value proposition and penetration within planner client base.
• Efficiency ratios: achieve targeted lead to quote and quote to sale success rate per focal area.

Relationship Management:

• Representative of the Short-term insurance product house within the Channel framework, including attendance of regional meetings and performance updates.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Assist channel managers, financial planners, brokers and internal staff members with the facilitation of sales and/or client concerns/complaints.
• Participating in and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
• Build and sustain key relationships with franchise principals and specialist financial planners including Consult by Momentum and MFP in all regions including regular regional visits.

Performance and Data Management:

• Implement performance management structures and processes with team members and external partners.
• Ensure performance MIS is suitable for managing key performance metrics across focal areas.
• Utilize performance management data sets to conduct insight driven engagement with distribution teams as well as regional managers and financial planners.
• Establish an executive reporting cycle and framework that encompasses each focal area.

People:

• Establish key performance indicators, aligned to the overall channel strategy that will form part of balance score card for team members.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organizational values.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Establish a high performance and winning culture within the team.
• Implement regular team meetings: performance updates, sharing of business / process changes.
• Effective use of periodic incentives to drive targeted outcomes within the team.
• Establish personal development plans for each team member based on unique talent mapping process.
• Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Group values.

Finance:

• Implement and provide feedback on the effectiveness of financial policy, practice and procedures: cost saving initiatives.
• Effective allocation and utilization of financial resources; incentives, travel, planner, or channel entertainment.
• Ensure good standing of expense account; ensure that expenses remain within budget.
• General administration of channel expenses.

Client:

• Marketing; co-create marketing material with the product house in accordance - with channel needs Brand awareness within channel: ensure regular engagement with channel marketing team to increase presence in lead generating space: content on Mconnect and Campaign master.
• Practice management principles: develop a framework of key activities to be conducted with financial planners Planner enablement: review current training material and training processes to ensure effective skills transfer to financial planners and Consult.
• Communication: ensure constant and effective communication to channel and financial planner community.
• Compliance: assist in embedding the channels' short-term insurance advice process and ensure constant review of operational processes to improve ease of work including completion of PST’s.
• Develop operational plans that effectively identify and develop broker and franchise networks.

Competencies    

• Business analytics
• Executive reporting
• Problem solving skills
• Planning & project management skills
• Creative thinking
• Managing high performance teams
• Interpersonal skills
• Influencing skills
• Interpreting and reporting performance data
• Providing Insights
• Generating Ideas
• Executing Strategies
• Convincing People
• Articulating Information
• Making Decision
• Coaching People