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...
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Role Purpose
- We’re seeking a Junior Human Capital Business Partner to support a senior member of our HC team and partner with teams across the asset management planning units within Momentum Investments. You’ll help deliver people initiatives that enable high performance and create an environment where all employees can thrive.
- The role provides operational and advisory support across the employee lifecycle, ensuring that HC practices are delivered consistently, efficiently, and in alignment with business objectives, regulatory requirements, and Momentum Investments’ people strategy.
- This role is suited to an HC professional who is building business partnering capability and who can combine strong administration, sound judgement, stakeholder engagement, and a service-oriented mindset in a fast-paced, professional environment.
Requirements
Experience
- 2-3 years’ Human Capital related experience.
- Experience in Financial Services is important, with a preference in Asset Management.
- Familiarity with front-office environments (investments, trading, research) is an advantage.
- Strong stakeholder management with tact and discretion; trusted to handle confidential information.
- Solid fundamentals in HR processes: recruitment, onboarding, performance cycles, ER documentation, and day to day query management.
- Clear written and verbal communication.
- Organized and proactive.
- Experience supporting multiple managers or business areas in a fast-paced, professional environment.
- Strong planning, coordination, and follow-through capability with good attention to detail.
- Comfortable working with HC data, reports, dashboards, and systems.
- Ability to manage competing deadlines and prioritise effectively.
- Demonstrates sound judgement, professionalism, and confidentiality in sensitive situations.
- Strong interpersonal skills with the ability to build credibility and trust across levels.
- Proficiency in Microsoft Office, particularly Excel and PowerPoint, with exposure to HRIS platforms being advantageous.
Qualifications
- B.Com Honours in Industrial and Organisational Psychology
- Registration with the HPCSA or SABPP, where applicable, will be advantageous
Duties & Responsibilities
Business partnering support
- Serve as first-line HC contact for day-to-day queries; triage and escalate appropriately.
- Prepare HC insights for the Senior HCBP: headcount, attrition, open roles etc.
- Attend business meetings with the Senior HCBP; capture actions and follow through to closure.
- Support the Senior HCBP in the execution of HC plans aligned to business unit priorities.
- Build effective working relationships with managers and employees across the asset management business to understand team needs and provide responsive HC support.
- Coordinate and track delivery of HC initiatives to ensure deadlines, actions, and commitments are met.
- Identify themes and recurring people issues from the business and escalate these appropriately to the Senior HCBP.
- Talent acquisition and onboarding
- Support front-office hiring needs sensitively and confidentially; manage candidate experience.
- Conducting and running interview processes from job specification to offer.
- Ensure an exceptional experience for all applicants that makes it memorable.
- Own onboarding checklists; ensure pre-employment screening, regulatory filings, and systems access are completed on time. Work closely with the HC Administrator to ensure that onboarding is experienced effortlessly.
- Partner with hiring managers and Senior HCBP to coordinate recruitment activity, provide process guidance, and ensure timely feedback and decision-making.
- Assist with drafting, reviewing, and refining job specifications to ensure accuracy and alignment to business requirements.
- Monitor recruitment progress, identify bottlenecks, and proactively drive the process through to appointment.
- Support new joiner integration beyond administration, including check-ins during the onboarding period and escalation of onboarding risks where relevant.
- Ensure all recruitment and onboarding processes are completed in line with governance, audit, and compliance requirements.
Performance and talent management
- Administer performance cycles: goal-setting hygiene, calibration packs, feedback forms, reminders.
- Track probation and development plans; prompt managers on milestones.
- Provide support on performance matters where needed.
- Provide training on performance management systems and processes.
- Maintain succession and talent data for the Senior HCBP as needed.
- Support managers in the application of performance management principles, processes, and timelines to drive fairness and consistency.
- Prepare reports and insights on performance trends, overdue actions, probation outcomes, and development planning.
- Assist with identifying high-potential talent, critical roles, and associated development or retention risks for discussion with the Senior HCBP.
Reward and benefits administration
- Support data integrity and market benchmarking.
- Respond to employee queries on benefits queries or changes together with the HC Administrator.
- Support annual remuneration processes, including salary review preparation, incentive administration support, and related communications.
- Assist with remuneration and benefits reporting, data validation, and submission requirements.
- Provide administrative and analytical support for benchmarking, reward modelling, and reward-related governance processes.
- Ensure employee benefit changes and related documentation are processed accurately and within agreed timelines.
Employee relations and policy
- Manage low-risk ER matters end-to-end with oversight (absence, conduct, performance improvement documentation).
- Draft and update policy FAQs and manager toolkits; ensure regulatory and internal compliance.
- Maintain accurate case logs and produce ER trend reports.
- Ensure ER matters are loaded to employee files.
- Preparation for disciplinary enquiries with Senior HCBP oversight.
- Drafting of ER documentation as needed.
- Support the consistent and fair application of company policies, procedures, and employment practices.
- Provide first-level guidance to managers on routine employee relations matters, escalating complex or high-risk matters appropriately.
- Assist with case preparation, meeting coordination, outcome documentation, and record keeping for formal ER processes.
- Monitor ER trends and highlight recurring themes, risk areas, and possible interventions to the Senior HCBP.
- Maintain confidentiality, procedural fairness, and accurate documentation in all employee relations matters.
Learning, culture, and engagement
- Partner with the L&D team as well as the EVP team to drive internal initiatives in line with culture.
- Support DEI initiatives, engagement surveys, action planning, and follow-up tracking.
- Provide pro-active requirements to the Ex team to support communications and events in Asset Management.
- Prepare for culture sessions and capture notes to support the Senior HCBP.
- Support the implementation of learning and development initiatives in response to business, regulatory, and talent needs.
- Track completion of mandatory, regulatory, and role-specific training requirements and escalate non-compliance where required.
- Coordinate employee engagement and culture initiatives, including logistics, communication, action tracking, and measurement of outcomes.
- Support managers and teams with engagement action planning following survey results.
- Contribute to initiatives that strengthen employee value proposition, team culture, inclusion, and retention.
Data, systems, and compliance
- Produce monthly HC dashboards and ad hoc analytics; highlight risks and opportunities.
- Maintain data integrity across HC systems, employee files, and reporting templates.
- Produce regular and ad hoc people analytics to support business decision-making, including trends related to headcount, vacancies, turnover, absence, performance, and talent.
- Support audit readiness by ensuring accurate records, process adherence, and timely completion of compliance-related activities.
- Monitor completion of key HC process controls and highlight non-compliance or process risks.
- Support the preparation of reports, packs, and presentations for business reviews, people forums, and governance committees.
- Ensure that all HC administration and reporting is completed in line with applicable labour, regulatory, and internal governance requirements.
Projects and continuous improvement
- Support the Senior HCBP with implementation of HC projects, change initiatives, and business transformation activities.
- Identify opportunities to improve HC processes, templates, reporting, and service delivery.
- Contribute to the development and standardisation of manager guides, employee communication, and HC process documentation.
- Assist with change impact coordination, stakeholder communication, and follow-up actions on people-related projects.
Competencies
- Understanding of employment law basics and HR best practices; ability to research specifics for local jurisdictions.
- Awareness of asset management specifics: bonus cycles, regulatory training, compliance attestations, remuneration governance.
- Working knowledge of the full employee lifecycle and how HC practices support business performance.
- Understanding of performance management, talent processes, employee relations principles, and reward administration.
- Knowledge of HC governance, reporting standards, and the importance of data accuracy and record management.
- Awareness of the regulatory and reputational requirements associated with operating in a financial services environment.
- Basic understanding of organisational design, workforce planning, and change management principles would be advantageous.
Closing Date
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Role Purpose
- The purpose of the role is to bring about high-quality service by overseeing the quality of the operational team's output and client interactions within an agreed SLA and to ensure exceptional service processing and effective execution of operational functions.
Requirements
Experience And Qualifications
- Matric.
- Recognition of prior learning(preferred).
- Extensive knowledge of compliance with SARS & FSB regulations
- Quality checking experience or exposure to quality checking will be advantageous.
- Minimum of 4 years of experience in employee benefits (Retirement Fund administration).
- Minimum of 4 years of experience in employee benefits (Extensive expertise in ensuring regulatory compliance with SARS and FSCA standards).
Duties & Responsibilities
- Check and verify all financial and non-financial operational transactions, including client interactions, accurately and within the agreed turnaround times and service level agreements, ensuring no daily backlog in quality queues.
- Identify and clearly note gaps in transactional processing performance or service delivery, and give concise recommendations/feedback for corrections and improvements in service delivery on relevant platforms for immediate action by operations service consultants, and to allow accurate reporting on up-skilling and development to the operational management team.
- Contribute to the identification of business services process issues and development of solutions, escalating to the Quality Control Portfolio Manager to determine the best operational course of action.
- In collaboration with the Portfolio Manager, implement and take joint accountability for the service response to the Momentum Corporation Operational business strategy.
- Contribute and ensure compliance with relevant legislation and risk mitigation strategies.
- Deliver on service level agreements to ensure that the overall client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
- Participate and contribute to a culture that builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Adopt a performance culture that exceeds service delivery expectations, maintaining high-quality output within the service level agreement.
- Adopt a culture of accountability for personal, regional, and cross-regional queue management to ensure the full turnaround time of quality control items is maintained.
- Understand the impact of the quality effort on the overall client experience.
- Take full accountability for personal management of own service standard delivery.
- Build strong relationships through providing consistent and accurate concise recommendation/feedback, expressing positive expectations to improve overall high-quality client service experience.
- Exceed client expectations by adopting a cross-regional team culture.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of operational process changes, industry, and legislation knowledge.
- Contribute to continuous innovation through the development, sharing, and implementation of new ideas.
- Take ownership for driving career development.
- 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.
- Check and verify all operational processes and client interactions timeously and accurately to avoid re-work and late processing penalties.
- Adopt a culture of excellence, ensuring zero defects/errors in the overall client experience from Momentum Corporate operational teams.
Competencies
- Collaboration.
- Customer orientation.
- Impact and influence.
- Accountability.
- Adaptability.
- Attention to detail.
- Communication skills.
Closing Date
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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
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Role Purpose
- To provide an office based administrative support to external stakeholders and to the internal team in order to ensure an effective and efficient escalation process as well as corresponding system support queries.
Requirements
- Matric.
- At least 2 - 3 years’ experience,preferably in medical scheme industry.
- At least 2 - 3 years Client services or call centre experience.
- Proficient in MS Office (Excel,Word, Outlook).
Duties & Responsibilities
- Maintaining and updating of medical practice information.
- Capturing and loading of provider and/or clinical data.
- Administering the contracting of service providers on system.
- Participate in Provider Engagement projects on an adhoc basis.
- Communicate verbally and in writing with medical practices in a professional manner.
- Investigate and resolve claim queries.
- Handle incoming telephonic and email queries from providers and third parties.
- Educating and supporting the external healthcare providers in the business systems.
- Conduct telephonic surveys of service providers.
Competencies
- Business Acumen.
- Client/ Stakeholder Commitment.
- Drive for Results.
- Leads Change and Innovation.
- Motivating and Inspiring Team.
- Collaboration.
- Impact and Influence.
Closing Date
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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 tertiary qualification or Willingness to study towards the degree
Experience:
- 1 to 3 years relevant sales and communication experience.
- Experience in Momentum products is an advantage.
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
Closing Date
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Role Purpose
- The purpose of this role is to support the execution of the technical marketing framework within FundsAtWork and Group Insurance (FAWGI).
- The role focuses on providing support to technical marketing, pricing, product development, and distribution teams to enable business growth and effective client engagement.
- The role will contribute to translating technical insights into client-friendly outputs, supporting distribution channels, and assisting in the development of competitive and sustainable employee benefits solutions.
Requirements
Minimum Requirements
- Bachelor’s degree in actuarial science or finance related field
- Employee benefits experience (retirement funds and/or group insurance)
- Exposure to consulting or client-facing environments
- 1–3 years’ experience
Preferred Experience
- Experience in technical marketing
- Good progress toward actuarial qualification (ASSA or equivalent)
Duties & Responsibilities
Technical & pricing support
- Provide actuarial and technical support to pricing activities within FAWGI (insurance, administration, and investment fees)
- Assist in experience investigations, data analysis, and profitability monitoring
- Support pricing reviews and ensure outputs align with internal guidelines and frameworks
- Contribute to the development and maintenance of pricing tools and calculators
Technical marketing & insights
- Translate actuarial outputs into clear, client-friendly insights and presentations
- Assist in developing marketing material, thought leadership, and technical content
- Support the preparation of client reports, presentations, and training material
- Contribute to competitor analysis and product benchmarking exercises
Distribution & client support
- Provide technical support to distribution channels (brokers, consultants, and employers)
- Assist in the preparation of tenders and Request for Proposal (RFP) responses
- Support client engagements through data analysis and technical input
- Attend and contribute to client and intermediary meetings where required
Product development & strategy support
- Assist with product development initiatives by providing data-driven insights
- Support research on industry trends, competitors, and market developments
- Contribute to identifying opportunities for product enhancement and innovation
- Help track product-related feedback and identify emerging trends
Data, reporting & continuous improvement
- Prepare regular reports and dashboards to support business decision-making
- Ensure accuracy and quality of data used in technical marketing outputs
- Support the use of analytics to inform marketing strategies and product positioning
- Continuously build knowledge of industry trends, products, and regulatory changes
Competencies
Competencies required
Technical skills
- Strong analytical and problem-solving ability
- Advanced Microsoft office skills (Excel and Powerpoint)
Communication & commercial acumen
- Ability to communicate complex technical concepts clearly
- Strong written and presentation skills
- Developing commercial awareness and understanding of market dynamics
Interpersonal & behavioral skills
- Strong attention to detail and quality
- Ability to collaborate across teams
- Proactive and eager to learn
- Good stakeholder engagement skills
Closing Date
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Role Purpose
- To assist with providing an efficient and effective service to clients by giving support to the consulting team.
Requirements
Experience And Qualifications
- 3 years’ administration experience within employee benefits environment
- Knowledge of basic excel, word and reports
- Planning and organising
Duties & Responsibilities
- Build and maintain effective relationships with internal and external clients.
- Assist with first line queries ensuring that they are resolved or escalated timeously.
- Maintain a network of relationships with internal clients ensuring effective service delivery to consultants.
- Maintain a consistent service delivery to consultants that will result in client retention and satisfaction.
- Assist with action items from client meetings ensuring the timelines as agreed on are clearly stated.
- Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings.
- Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Give input in the development of initiatives to improve or enhance the client experience.
- Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility.
- Identify solutions to enhance operational efficiency.
- Positively influence and participate in charge 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.
Competencies
- Client Commitment.
- Drive for results.
- Collaboration.
- Self-awareness and insight.
- Diversity and inclusiveness.
Closing Date
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Role Purpose
- To enhance knowledge levels, business success and client experience in service by providing high levels of product expertise that will optimise performance and execute learning strategies.
- To be responsible for planning, designing, facilitating and monitoring the effectiveness of training courses and projects to ensure optimal learning and impact.
Requirements
Experience and Qualifications
- Matric/Grade 12.
- Relevant Learning Degree (advantageous).
- ODETDP qualification (advantageous).
- Computer literacy required.
- 2 years' experience in the product mentioned in the role name above.
- 2 years' experience in an insurance environment doing product and systems training (adventagous).
- Experience in training material development (advantageous).
We're looking for someone with:
- A high level of knowledge in Momentum product and processes (essential).
- An interest in being part of and exicted by the opportunities of the digital transformation of the L&P team.
- A high level of comfortability with facilitating and transferring knowledge digitally, virtually and face-to-face.
Duties & Responsibilities
- On the floor support: Support learners on the floor during specific onboarding programmes.
- Internal customer satisfaction: Effective and consistent service delivery and support to internal clients.
- Training material (new): Design and develop relevant training material for each product line and project topics. Training material must address training objectives set.
- Create digitized learning journeys for courses/programmes.
- Create digital learning material, eg vidoes, manuals, infographics, podcast, 1-pagers, slideshows with voice overs
- Training material updates: Review material regularly and keep all materials updated and signed off as and when changes are made to the product/processes. Keep the KB team informed of content changes.
- Assessments: Compile, execute and mark assessments. Report on results, as per agreed upon timelines and channels.
- Course/skills programme administration: All administrative tasks are completed and documented. Keep all stakeholders of courses/skills programmes informed, as per agreed upon time lines and communication.Report timeously to manager on completed tasks. Inform stakeholders of issues during a course/skills programme.
- Needs analysis: Analyse learning needs and design appropriate development solution that uses the appropriate training methods and addresses the development gap(s) identified. Ensure that training interventions are aligned to MMH's training strategy.
- Facilitation: Facilitate face-to-face, virtual and digital learning and make sure the set training outcomes are achieved. Ensure that training interventions are aligned to MMH's training strategy.
- Manage self-directed learning courses (SDL) with learners.
- Relationships: Build partnerships with key stakeholders within the business
- Reporting: Report accurately and timeously on monthly and adhoc reports, as well as team project cards. Complete necessary admin and document enquiries where applicable.
- Performance and development: Manage own performance and development. Stay current in the product/s you train or support on.
- Drive the MMH strategy.
- Ensure that the MMH values are lived and adhered to.
Competencies
- Confidence and decisiveness
- Pro-activeness
- Planning and organizing
- Excellent with working with people
- Successful transfer of knowledge
- Adhering to L&P and MMH principles & values
- Relating and networking
- Writing & reporting
- Analytical
- Delivering results & meeting customer expectations
- Following instructions & procedures
- Adapting & responding to change
- Coping with pressures & setbacks
- Excellent communication skills - verbal, writing and reading
- Basic computer skills
- Basic to medium competency level in Word, Powerpoint, Teams
Closing Date
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Role Purpose
- Design, develop, price, and manage life insurance products end-to-end, providing actuarial insight that drives product strategy, commercial performance, and customer outcomes.
Requirements
- Qualified Actuary (e.g. FASSA, FIA, etc)
- Minimum 3 - 5 years actuarial experience, preferably in life insurance
- Experience with the development and maintenance of life insurance actuarial models
- Proficiency in MS Office, SQL, and working with large datasets
- Strong communication, storytelling and stakeholder engagement skills
Duties & Responsibilities
Internal Process:
- Contribute to and support the full product lifecycle: ideation, design, pricing, launch, and ongoing management
- Develop and maintain pricing and profit-testing models, including assumptions and sensitivities
- Define product structures, benefits, and rules aligned to target market needs
- Support the translation of business requirements into clear system specifications for implementation
- Monitor product performance and recommend enhancements based on experience, trends, and feedback
- Conduct competitor analysis to inform product positioning and pricing strategies
- Support and contribute to product governance forums (e.g. product approval committee)
- Support compliance with statutory and regulatory requirements, including actuarial reporting standards
- Identify and manage product-related risks, including pricing, experience variances, and operational risks
Stakeholder:
- Collaborate effectively across Product, IT, Operations, Distribution, Finance, Corporate Actuarial and Risk teams
- Translate technical product design into clear value propositions for advisers and clients
- Support distribution teams with technical product positioning and competitor comparisons
- Contribute to improving customer outcomes and ensuring fair treatment of clients (TCF)
- Contribute to a culture of innovation, continuous improvement and influence business transformation
Finance:
- Take accountability for product profitability and financial performance
- Provide input into business cases for new products and enhancements
- Ensure pricing and product structure support capital efficiency and financial reporting frameworks (e.g., SAM, IFRS)
- Identify opportunities to improve operational efficiency and cost-effectiveness
Competencies
- This role represents a shift from actuarial support towards product ownership, combining technical actuarial expertise with commercial, customer, and strategic accountability across the product lifecycle.
Closing Date
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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
- Matric or equivalent
- 1 to 2 years’ experience in the retirement industry environment Verbal and written communication
- Proficient in English and another official South African language (e.g. Afrikaans, Zulu, Xhosa etc.) (preferred)
- MS Office Suite (Word, Excel)
Duties & Responsibilities
Internal Process
- Engage and liaise 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 both telephonic engagements and 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.
- Assist and follow up with beneficiaries and relevant stakeholders (friends, colleagues, neighbours, etc. of the deceased) on outstanding information required for the investigation of death claims.
- Detailed update of the death claims control and system notes’ weekly to advise on the status of all death case investigations allocated.
- 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.
- Complete death case file, once approved at the Disposal of Death Benefit Committee (or Board of Trustees/Fund) must be consolidated and uploaded to the Benchmark system in accordance with the applicable business processes (e.g., signed resolution, certified death certificate, etc.).
- Complete and package all beneficiary details individually in accordance with the applicable checklists and disburse in accordance with business processes to the Benchmark system.
- Liaise with internal departments for documentation related to a death in service (e.g., benefit claim form, death claim form.) to ensure that the claim is investigated within agreed service levels.
- Prepare detailed summary report per death case for presentation at the Disposal of Death Benefit Committee (or Board of Trustees/Fund) monthly.
- Prepare, distribute, explain, and follow up with beneficiaries on allocation letters and payment instructions from beneficiaries to whom benefits were allocated in line with Fund specific monetary guidelines and timeliness stipulated in the allocation letter.
- Maintain consistent service delivery in accordance with client Service Level Agreements 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.
- Provide relevant & accurate information to all members of funds under administration of MRA in Regional Office centres (both walk-in and telephone enquiries).
- Provide first time resolutions on client queries (members’, beneficiaries, employers, etc.), or if not, investigate client queries and providing feedback within agreed time frames. If you cannot resolve, escalate to senior prior to agreed response timeframe or manage response expectation to client.
- Taking ownership of queries and ensuring they are resolved timeously and effectively.
- Maintain a register of queries received, the type of queries, Fund related to and the details of the enquirer on the platform and format provided and communicate this weekly to management.
- 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.
- Keeping abreast with all requirements of the retirement industry as set out by the FSCA and the relevant legislation. 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 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 and provide 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: 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.
- Establishing Rapport: Builds rapport and puts people at ease is engaging and welcomes people finds it easy to make friends.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Showing Composure: Stays calm and relaxed during events is not worried and tolerates stress levels is composed in dealing with pressure.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
- Upholding Standards: Behaves ethically and justly is discreet and maintains confidentiality meets commitments by acting with integrity.
- Taking Action: Takes action to make things happen uses initiative to start things up shows drive and invests personal energy.
Closing Date
Method of Application
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