Fresh Vacancies at Momentum

Role Purpose

• Provide immediate support to brokers/planners/financial advisors via call and correspondence.

Requirements

• Matric
• Relevant industry qualification would be an advantage
• 3-5 year's experience in a customer service environment is essential
• Excellent Networking Skills is essential
• Good understanding of the intermediary/broker industry (specific to Health)
• Good understanding of the medical scheme industry and regulations
• Knowledge of Oracle platform and Momentum health products isessential

Duties & Responsibilities

• Front-line external consultation between groups, brokers, and schemes
• Ensuring the companies are updated in terms of Medical Schemes Act,Schemes rules, and related legislation
• Assisting online companies with data input and the Web usage
• Responsible for problem-solving at all member levels
• Written and verbal communication at both executive and member level
• Management of relationships with brokers to ensure optimal service delivery to broker clients
• Relationships with key clients is positive and productive
• Relationships with brokers is positive and productive
• Ensuring queries and problems are resolved accurately and timeously
• Training needs of clients are identified and addressed
• The year-end process runs smoothly and is facilitated to ensure that clients are fully aware of all changes and options available to them
• To build relationships and to provide a consistent one-stop service to all stakeholders
• Identify risks to the company and escalate accordingly 
• Engage in effective communication and delivery according to Service Level Agreements
• Obtain and maintain a broad product knowledge in order to effectively and accurately respond to customer queries
• Ensure Service Level Agreements are met and exceeded
• Deal promptly with client requests in a competent, efficient, and professional manner
• Handling high-level unresolved queries/disputes from brokers
• Ensure that the appropriate recovery measures and plans are implemented to handle broker escalations
• Liasing with the departments that do not meet the standards of service as laid down in Scheme service level agreements
• Ensuring that the recommended corrective measure to the defaulting departments does take place
• Identify areas where training is required to improve service levels
• Identify process and system shortfalls in order to improve efficiencies
• Building and maintaining relationships with QA & Leaders of the various business units
• Ensuring that broker feedback on queries received via Social Media and the business is responded to within agreed SLA

Competencies

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

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Role Purpose

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

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 inMDS.
• 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)

Duties & Responsibilities 

Engage:

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

Enthuse:

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

Educate:

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

Enable:

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

 Competencies

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

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

Requirements

• 2-3 Years experience in a client service or call centre environment with proven knowledge of customer service principles and practices.
• Exposure to the Medical Aid or Insurance industry (preferred).
• Matric or Business related qualification.
• Proficient in Afrikaans (required).
• MS Office Suite (Word, Excel and Outlook).

Duties & Responsibilities

• Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
• Take ownership of complaints and ensure they are resolved timeously and effectively.
• Provide clients with the relevant information and documentation as required in line with policy guidelines.
• Capture and update client information on relevant systems based on the data received from the client.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to legislative/compliance requirements in the service process.
• Identify and report process, system failures and enhancements to improve client experience.
• Investigate client queries within the agreed service level and ensure that clients receive 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 after sales 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.
• 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
• Documenting Facts
• Articulating Information
• Showing Composure
• Upholding Standards
• Takes action to make things happen
• Establishing Rapport