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    • Job Opportunities at Momentum

    Posted: May 3, 2024
    Deadline: Not specified
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  • Retail Development Consultant - George

    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:

    • 1 to 3 years' financial service industry experience (desired)
    • 1-year 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)
    • Technology Savvy

    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 ambassadorsEducate:

    • 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

    go to method of application »

    Multi-Skilled Claims Investigator (KZN)

    Requirements

    • Matric
    • FAIS accreditation or a FAIS recognised qualification will be highly beneficial
    • Minimum experience of 3 years investigative experience in Personal and commercial claims environment
    • Own reliable vehicle

    Duties & Responsibilities

    • Receive personal and commercial line claims identified by the fraud prediction model for validation
    • Confirm merits of each claim through comprehensive assessment of the item and incident
    • Apply the policy to ensure the loss is covered in terms of the contract
    • Compile a comprehensive report on all findings and make a recommendation on a claim based on merits/evidence found during the validation process
    • Refer all recommendations not within your mandate to the line manager for approval
    • Irrespective of the outcome of the claim the broker, client and claims advisor to be notified (rejected claims to be communicated verbally and in writing)
    • The key focus of a claims investigator is to limit financial losses due to a policy/claim fraud and to finalise and adjust claims accurately obtain all evidence in a proper manner to ensure that it is admissible as evidence in a court of law
    • Act as complainant where fraud is found and render all assistance and evidence to ensure the prosecution of the person who committed/attempted to commit fraud
    • Assist/influence other areas of the business once an investigation is concluded, i.e. report on the quality of the sale/policy wording and application or adjustment of underwriting criteria
    • Report on any risks identified and suggested controls and report any other failures which influences the merits of an investigationInternal Process:
    • Enhance service delivery in the claims departments
    • Contribute to optimising work practices and procedures via suggestions
    • Up skill/influence claims advisors by sharing knowledge
    • Effectively build, maintain and manage relationships with clients, brokers, service providers and business partners
    • Ensure investigations are done in a professional manner and all parties are updated regularly on the progress
    • Achieve minimum standards with regards to saving ratios, turnaround time, Customer Satisfaction scores, Ombudsman overturned ratios and expense ratiosPeople:
    • Live the Momentum values
    • Interact with colleagues and supply manager investigation results
    • Interact with other business units i.e. claims, client services, brokers, compliance, legal etc.
    • Build relation/interact with support services to ensure effeciencies
    • Interact with clients, brokers and service providers

    Competencies

    • Attention to detail
    • Critical thinking
    • Analytical Skills
    • Time management
    • Interpersonal skills

    go to method of application »

    Financial Accountant - Cape Town

    Requirements

    Experience and Qualifications

    • BComm Degree in Financial Management or Accounting or related qualification
    • 3 years in the Insurance or Financial industry
    • 5-7 years’ relevant accounting experience (essential)

    Duties & Responsibilities

    INTERNAL PROCESS

    • Performing the Reinsurance function within Group Insurance
    • Processing Reinsurance premium and claim recovery calculations.
    • Processing of payments and monthly journals.
    • Compiling correspondence with internal and external clients
    • Collaboration with internal stakeholders and teams.
    • Building relationships with external reinsurers
    • Preparing variance reports and analysis
    • Attend monthly/quarterly meetings with internal clients.
    • Preparing the monthly balance sheet recons in preparation for financial reporting.
    • Compiling various management reports.
    • Assisting with any audit query and engagement with the auditors.
    • Assisting on special projects when the need arises.

    CLIENT

    • Investigate internal and external client queries within the agreed service level and ensure that client receives timeous feedback.
    • Escalate internal and external client queries to the relevant department or stakeholder.
    • 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, stakeholders and clients.
    • 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

    • Attention to detail
    • Analytical skills
    • Fundamentals of accounting
    • Administration skills
    • Report writing skills
    • Critical and proactive thinking
    • Communication skills
    • Problem-solving skills

    go to method of application »

    Administration Manager: Quality Control - Cape Town

    Requirements

    • Grade 12
    • Business related degree (preferred) or recognition of prior learning
    • 5 - 7 years' client service experience in the financial services industry
    • Minimum 5 years managerial experience

    Duties & Responsibilities

    • Responsibilities and work outputs
    • Manage quality control team to deliver obsessive service excellence.
    • Contribute to the development of a Client Value Proposition (CVP) and client service strategies to ensure that operational considerations are incorporating into the development process.
    • Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
    • Manage the implementation of operating procedures and quality service standards related to the applicable client service solution.
    • Monitor and evaluate operational processes for quality and effectiveness in collaboration with regional operational managers making adjustments as required.
    • Manage a comprehensive quality control function, ensuring timeous and accurate service delivery.
    • Monitor queues and backlogs and make adjustments according to service delivery requirements to ensure same-day turn around and service level agreements are consistently maintain.
    • Implement and monitor the application of good governance principles, Treat Customers Fairly (TCF) principles and legislative compliance are upheld through the quality control environment.
    • Deliver meaningful and relevant monthly reporting on regional quality control issues and trends to allow for accurate action by operational teams for relevant HR actions, up-skilling and development of operational service consultants.
    • Speed and Quality of service delivery to allow client obsession centric service
    • Contribute to the process of negotiating objectives and realistic service level agreements, monitor appropriateness and recommend adjustments.
    • Adopt a culture of accountability for regional and cross regional queue management to ensure full turn-around time of quality control items is maintained.
    • Take full accountability and responsibility for regional management of service standards delivered tointernal and external stakeholders.
    • Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted to effectively manage same-day turn-around and service level agreement expectations.
    • Effectively manage performance within the team in order to ensure business objectives are achieved at all times.
    • Adopt a culture of teamwork and high performance culture by boosting cross regional quality control assistance ensuring overall regional turn-around times and service level agreements are maintained together with high quality output from all quality control teams.
    • Manage budget and implement sound financial controls.
    • Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
    • Take accountability to ensure quality controllers check and verify operational processes and client interactions timeously and accurately to avoid re-works and late processing penalties.
    • Report and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
    • Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings Competencies.

    Competencies

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

    Method of Application

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