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
- To work in close collaboration with the Head of Human Capital and leaders to implement the people agenda for the area of responsibility in partnership with business (across all levels) to achieve the strategic business objectives.
Requirements
- Relevant Postgraduate degree.
- Registered Psychometrist with HPCSA.
- Minimum of 3 years HC Business Partner or HR advisory experience.
- Knowledge of and experience in HR practices and legislation.
Duties & Responsibilities
INTERNAL PROCESSES
- In collaboration with the Human Capital Head, implement the people strategy for the area of responsibility to deliver HC solutions aimed at enabling business objectives.
- Pro-actively engage and partner with business to understand their needs to develop and implement integrated strategic and operational people plans and HC solutions in response to business and people challenges and develop longer term strategic plans to address business dilemmas.
- Provide leadership, consultation, guidance and advice to business in the areas of workforce planning, talent attraction and recruitment, employment equity, employee relations, on-boarding and induction & performance excellence to align the needs of the business to the workforce and drive the implementation thereof.
- Actively manage employee relations matters and pro-actively come up with solutions in problem areas to decrease the number of cases. Enable leaders throughout the process to ensure substantive and procedural fairness so that they feel educated to make the right decisions.
- Conduct stay & exit interviews. Provide HC Head and leaders with insights in order to retain top talent.
- Monthly check-in’s with leaders in area of responsibility. Provide guidance and support at team meetings and Manco meetings.
- Identify training and development initiatives to address any current and future learning or development challenges in line with business needs.
- Influence key business decisions to ensure the effective management of employees through the fair, efficient and pragmatic application of best practice.
- Guide and provide input on Human Capital projects.
- Active involvement in talent acquisition and development plans.
- In partnership with the Human Capital team, they manage the onboarding and induction of new employees into the respective area of responsibility.
- Support business in the implementation of people practices in line with People Strategies and the operational needs of the business.
- Utilise trends and metrics to develop, optimise and implement solutions that address key business challenges and drive business objectives.
- Keep abreast of industry trends and best practice in HC to optimise service offering, ensure compliance and mitigate risk.
- Develop innovative ways to pro-actively meet the needs of unique clients.
- Provide clients with fact -based insights and advice that will empower them to make better people decisions.
- Responsible for the data integrity of people data (roles, titles, levels, reporting lines, cost centres etc. for area of responsibility.
- Partner with Remuneration team to understand area of responsibility aligned to Rem practices and maintain recent and valid benchmarks for roles.
- Provide psychometric assessment feedback to line mangers as part of the recruitment process. Provide career development feedback to employees after the recruitment process or for development initiatives.
- Influence, monitor and track transformation for respective client and design initiatives to improve transformation.
CLIENT SERVICES
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on expectations to 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.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
Competencies
- Client commitment.
- Drive for results.
- Leads change and innovation.
- Collaboration.
- Impact and influence.
- Self-awareness and insight.
- Diversity and inclusiveness.
- Sense of urgency.
- Analytical thinking.
- Commercial thinking and business acumen.
- Presentation and facilitation skills.
- Strong report writing skills.
- Exceptional consultation skills and ability to meet the client where they are at.
- Ability to build strong relationships with leaders.
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
- Ensure that claims are lodged against the road accident fund for treatment of injuries sustained during a motor vehicle accident and that the scheme is reimbursed the costs of such treatment on finalisation of the claims.
Requirements
- Matric
- Minimum of 1 to 2 years relevant experience
- Experience in medical claims assessing
- Experience in identifying whether a member is able to obtain compensation from another party for treatment of injuries
- Experience in or at least knowledge of procedures involved in lodging claims against responsible third parties
- Ability to draft effective correspondence in both English and Afrikaans
- Report writing skills
- MS Excel and MS Word Skills
Duties & Responsibilities
- Identifying possible third party claims.
- Sourcing possible MVA cases for investigation to establish merits.
- Obtain an undertaking, identifying medical treatment due to injuries.
- Forward a request to the member/attorney for the respective scheme's undertaking to be completed and signed once it has been confirmed that there is a valid claim against the Road Accident Fund.
- Obtaining copies of accounts for medical treatment from the various Medical Practises.
- Submitting Medical Claims Schedules to attorneys for lodging Past Medical Claims with the RAF.
- Dealing with telephone and correspondence queries from members, attorneys and the RAF.
- Archive all correspondence on member's correspondence file.
- Follow up all existing third party claims and ensure that scheme is reimbursed amounts claimed from third party.
- Check all payments against benefits utilised and ensure that they correspond, close file and delete filter, if not obtain settlement agreement or query settlement with RAF.
- Administration responsibilities.
- Propose system enhancements that will ensure better workflow.
- Monitoring and enforcing changes with regards to RAF legislation.
- Engage with clients in a client centric manner Client Services).
- Investigate client queries within the agreed service level and ensure that client receives 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 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.
- Self-management and teamwork(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 and performance excellence.
- Contribute to financial controls and planning 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
- Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
- Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
- Drives a sense of urgency, focus, accountability, agility and execution to deliver business results.
- Actively leads change, does what is right for the business and drives continuous improvement through innovation.
- Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability.
- Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
- Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
- Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
- Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
- Takes responsibility for own development; and actively mentors, coaches and develops talent in others.
- Builds leadership bench strength for MMI by providing opportunities and experiences to develop skills, competencies and business knowledge.
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 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
- Class of Business 3 and 7 (Preferable)
Skills and Knowledge
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies, and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
- 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.
- Provide authoritative, expertise and advice to clients and stakeholders.
- 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 provide 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.
- 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 Momentum Metropolitan 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.
- Support 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.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
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
- A Reports Coordinator will play an important role in assisting the team with administrative tasks that include organizing, managing and keeping the unit Service Level Agreementcompliant.
- The successful applicant will be responsible for compiling and circulating client and internal reports; minute-taking; developing and managing trackers and other ad hoctasks on behalf of the senior management structure of the team.
Requirements
- Matric or equivalent qualification
- Bachelor's degree (required)
- At least 2 years of experience in a professional corporate environment
- Experience in Financial Crime Compliance - advantageous
- Experience as an executive PA or Finance Administrator advantageous
- MS 365 Office Suite of applications (MS Excel, MS PowerPoint, above average ability and working knowledge of Adobe)
Duties & Responsibilities
PROCESS
Reporting
- Compile and circulate weekly client reporting
- Compile weekly internal reporting
- Assist with the compilation of the monthly client report
- Assist with collating and circulating quarterly client report
- Assist with the monthly internal compliance reporting to fundmanagement
- Compile and circulate bi-monthly report to fund management
- Ad hoc regulatory reporting where necessary (BHF portal)
Minute taking
- Minute-taking at the monthly client governance forum
- Minute-taking at the quarterly client risk forum
- Serve as a backup minute taker for monthly operational meetings
- Assist with the minute-taking at the internal quarterly staff meeting
- Minute-taking at various internal management forums
Develop and maintain trackers
- Coordinate the collation and preparation of responses to complaints received
- Develop and maintain complaints register
- Maintain and update regulatory body referrals register
- Maintain and update the Sanctions Masterfile on a monthly basis following the monthly governance forum
- Update and maintain process documents schedule
- Monitor and manage requests received from centralized queries mailbox
- Monitor and drive the unit’s compliance with internal training andother initiatives.
- Track and follow up on the implementation of unit deliverablesfollowing governance forums and client meetings
- Other ad hoc activities on behalf of the unit’s leadership structure
- Assist with reinstatement applications
- Track and record provider engagements
Competencies
- Reliable
- Honest
- Positive and pleasant disposition
- A high degree of personal integrity
- Self-driven
- Energetic
- Innovative
- Attention to detail
- Organised
- Disciplined
- Systematic and methodical worker
- Respectful
- Professional
- Logical thinker
Closing Date
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Role Purpose
- The Multimedia Designer is responsible for conceptualising, designing, and producing high-quality multimedia content to support communication, marketing, member education, and digital engagement within the medical aid industry.
- The role involves creating visually compelling graphics, videos, animations, digital assets, and presentations that communicate complex healthcare and medical scheme information in a clear, engaging, and member-friendly manner.
- The incumbent collaborates with Marketing, Member Services, Product, IT, and External Providers to ensure consistent brand identity and compliance with industry regulations.
Requirements
- National Diploma or Bachelor’s degree in Multimedia Design, Graphic Design, Digital Media, Communication Design, or related field
- 2 – 5 years of experience in multimedia design, preferably in the healthcare, medical aid, financial services, or corporate communication environment
- Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign, Premiere Pro, After Effects) and related design tools
- Experience with animation, motion graphics, and video editing
- Understanding of digital marketing, UX design principles, and content optimisation for various platforms
- Knowledge of POPIA compliance and sensitivity when handling member and healthcare-related content is advantageous
Duties & Responsibilities
- Design and produce multimedia materials including videos, animations, infographics, brochures, social media content, and digital graphics.
- Develop educational and promotional content such as member onboarding videos, benefit explanations, wellness campaigns, and provider communication material.
- Ensure all multimedia content aligns with brand guidelines, tone, and visual identity standards.
- Collaborate with cross-functional teams to translate medical aid benefits, product updates, and clinical information into easy-to-understand visual formats.
- Edit and enhance video content including voice-overs, subtitles, motion graphics, and post-production elements.
- Design marketing collateral for digital campaigns, member portals, mobile apps, and broker engagement.
- Support internal communication initiatives by producing presentations, internal campaign visuals, and training materials.
- Manage multimedia libraries, digital assets, and version control for all creative outputs.
- Ensure all content complies with POPIA, Medical Schemes Act communication regulations, and internal approval processes.
- Provide creative input during campaign planning, product launches, and wellness programme rollouts.
Competencies
- Strong creative and visual storytelling skills.
- Ability to simplify complex medical information into clear visual content.
- Attention to detail and high-quality execution of deliverables.
- Strong communication and interpersonal skills when engaging with internal clients.
- Ability to manage multiple projects and deadlines simultaneously.
- Technical proficiency in multimedia production tools and digital editing software.
- Awareness of design trends and digital communication best practices.
Closing Date
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Role Purpose
- The Claims Early Warning Specialist is responsible for proactively identifying emerging risks, unusual patterns, system anomalies, and potential claims leakage within the medical aid environment.
- The role supports early detection of irregular claims behaviours, provider risk indicators, member utilisation spikes, and operational bottlenecks to prevent financial losses and ensure compliance with scheme rules and regulatory expectations.
- The incumbent works closely with Claims, Managed Care, Forensics, Actuarial, Finance, IT/Data, and Provider Networks to ensure risks are mitigated early and effectively.
Requirements
- National Diploma or Bachelor’s degree in Health Sciences, Information Systems, Statistics, Data Analytics, Fraud Risk Management, or related field
- 2–5 years’ experience in claims risk, claims processing, forensics, analytics, or managed care within a medical aid or healthcare environment
- Understanding of claims workflows, PMB rules, ICD-10, tariff coding, provider billing patterns, and scheme benefit structures
- Experience using analytics tools (Excel, Power BI, SQL, or similar) is highly advantageous
- Knowledge of Medical Schemes Act, CMS regulations, and POPIA
Duties & Responsibilities
- Monitor daily and weekly claims trends to identify early warning signals such as cost spikes, sudden utilisation increases, unusual coding patterns, and high-risk provider behaviour.
- Use dashboards, exception reports, and rules-based alerts to detect potential claims leakage, incorrect benefit allocation, or processing errors.
- Flag high-risk claims for review and escalate to Forensics, Managed Care, or Claims Management as required.
- Validate and investigate claims anomalies related to PMBs, chronic benefits, tariff mismatches, and benefit limits.
- Collaborate with IT/Data teams to refine and enhance early warning rules, algorithms, and reporting dashboards.
- Work with Claims Processing teams to reduce rework, improve accuracy, and identify root causes of recurring errors.
- Support Provider Relations with insights on outlier behaviour, suspicious billing, and quality-of-care concerns.
- Prepare daily and weekly risk summaries for leadership, highlighting material risks, trends, and recommended mitigations.
- Ensure all analysis and escalations align with POPIA, CMS guidelines, and medical scheme rules.
- Assist with continuous improvement initiatives related to claims efficiency, fraud mitigation, and benefit optimisation.
Competencies
- Strong analytical and investigative ability with attention to detail.
- Ability to interpret claims and utilisation data to identify trends and anomalies.
- Good communication and stakeholder-management skills.
- Critical-thinking and problem-solving capabilities.
- Ability to work under pressure and manage competing priorities.
- High ethical conduct when handling sensitive member and provider information.
Closing Date
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Role Purpose
- Answering incoming calls and re-directing to the correct person and/or Company. Assisting with inbox and responding to emails and assisting with emails to redirect them to the correct binder holder or internal department. To deliver world class service and be a brand ambassador for the Guardrisk Group.
Requirements
- Computer literacy essential (Word/Excel/Outlook)
- Must present a professional image
- Excellent communication (verbal & written) interactive skills
- Be able to work under pressure
- A passionate team player
- Must display sound planning & organizing skills
- Able to display tact, diplomacy & empathy
- Sound problem solving skills and ability to take ownership for problems
- High stress tolerance levels
Duties & Responsibilities
- This role is responsible for the daily answering of calls to the Guardrisk switchboard number. Calls are to be answered efficiently and clients are to be assisted timely in a friendly manner.
- Calls to be re-directed to relevant person, department or Cell Captive. Any opportunity where a client can be assisted directly by the operator must be done to achieve first call resolution.
- Assisting with the booking of meeting rooms.
- Ensuring clients are always treated with care and that calls are answered as quickly as possible.
- To assist with inbox and to respond to clients, or to redirect emails to the correct binder holder or to an internal department.
- All emails/queries must be responded to within 8 working hours.
- Attending to ad-hoc tasks/Projects when required.
Additional Responsibilities
- Proactively and successfully build relationships with key planners and internal departments.
- Keeping of records and tracking of enquiries.
- Gathering of required information in order to resolve queries.
- Representing and promoting Guardrisk at all times.
- Working actively with support areas to achieve service standards.
Competencies
- Under limited supervision, coordinates and performs a professional service in listening and adhering to client requests for assistance. Ensures clients are treated in a friendly and timely manner and that calls are answered as quickly as possible. Where a call cannot be transferred at time of call, full details to be taken down and the respective person to be emailed for resolution.
- Responding to emails and to redirect these to the correct binder holder and/or internal department. To have a good understanding of the internal binder holder base (full training will be provided).
Knowledge, Skills and Abilities
- Knowledge of the business practices and procedures of cell captives.
- Knowledge of cell captive information so the client can be referred to the correct cell captive.
- This information relates to policy number layout, contact number(s) and contact email address.
- Being aware who to refer clients to internally is very important.
- Updating the ‘Switchboard Manual’ with new details when they become available to better identify to which Administrator (or Cell Captive) a client belongs.
Client Service Delivery
- Uses knowledge of products (of Cell Captives) to secure end-to-end finalization of all customer interactions.
- Facilitates problem solution across organizational boundaries. Able to identify issues for correction.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Relationship Building
- Owning the relationship with selected intermediaries.
- Developing and maintaining effective working relationships with external and internal clients.
- Personal interaction when liaising with Clients/ Intermediaries.
Specific KPA’s
- Keeping abreast of developments within Guardrisk.
- The ability to access and integrate information quickly.
- Handling of extraordinary cases/ situations.
- Responsible for point of contact resolution process for the business and liaising with other business units where necessary to finalize customer requests/complaints.
- Supports and participates in the continuous improvement of the business.
Closing Date
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Role Purpose
- To acquire new cell captive clients , maintain and grow the existing portfolio through relationship management and product development.
Requirements
Qualifications
- Commercial Degree FAIS compliant (RE5)Related Insurance qualification (preferred)
Experience
- 3 years’ experience in client services and operations within an Insurance services environment
- 3-5 years business management experience Knowledge of the financial services or insurance industry
- Knowledge of cell captives insurance will be an advantage
Duties & Responsibilities
Develop Existing Portfolio of Clients
- Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets Developing Guardrisk image and presence Identifying opportunities to maintain and grow the portfolio
- Conducting meetings with clients Distributing and discussing statistical information Checking and forwarding financial statements to client Designing and preparing status reports
- Dealing with client queries-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client Evaluating client’s needs and requirements to enhance cross selling of other Guardrisk products Ensuring all documentation pertaining to the insurance programme /facility is in place
Develop New Prospects and Products
- Achieving a targeted annual new business budget Developing new products and new insurance structures Evaluate new business proposals Present business proposals at various forum include the Guardrisk Microinsurance Manco
- Creating and maintaining business relationships to ensure new business growth of both income and clients
- Dealing with Financial Managers, Financial Directors, Risk Managers at client EXCO level
- Building and maintaining relationships at client, and interdepartmental levels
- Liaising with all the technical areas such as Underwriting, Finance, Actuarial, Claims departments
- Attending product launches and client workshops
- Discussing and finalising product specifications
- Work with the relevant technical areas on pricing, cost and income structures
- Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures
- Compiling and managing budget
- Marketing Guardrisk products and services
- Following-up on inquiries and queries
- Sourcing potential client and products
- Complying with new business take-on procedures
Conduct Client Reviews
- Liaising with the technical review teams
- Advising technical review teams of all pertinent information prior to each review
- Providing input into the development of the annual review plan
- Setting up review meetings with clients in consultation with technical review teams
- Delivering completed review reports to clients and following up and tracking of the implementation of proposed actions
Administration
- Attending monthly Operational meeting
- Administrating client electronic files
Risk management
- Assisting Executive with Divisional reporting and deputise when required
- Maintaining weekly prospects list and report back on divisional issues
- Monthly budget review and reporting on variances and new business targets
- Tracking renewals per portfolio
- Weekly reporting back to the Executive on the above mentioned items
- Managing delivery against deadlines, i.e. budgets, forecasts, projects
Learning and Growth
- Develop and manage the team
- Ensure that development plans are in place for direct reports
- Coach and guide direct reports
- Research new markets and find better ways to grow the business
Competencies
- Business Acumen
- Understands how the business operates, what the key issues and risks are that drive business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
Collaboration
- Prioritises the business interests of Guardrisk and invests in the success of the group by aligning effort across divisions.
Client/ Stakeholder Commitment
- Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
Impact and Influence
- Persuades, convinces, influences and inspires others, both within Guardrisk and externally to win support, loyalty and gain commitment to the purpose of Guardrisk.
Drive for Results
- Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Self-Awareness and Insight
- Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
- Leads Change and Innovation Actively leads change, does what is right for the business and drives continuous improvement through innovation.
- Diversity and Inclusiveness Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
Closing Date
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Role Purpose
- To verify and accurately process membership applications and member record updates in accordance with business rules, policies and procedures.
Requirements
- A National Senior Certificate is essential
- At least 1 – 2 years of administrative experience is essential
- Experience working in a client services / medical scheme environment is preferred
- Language proficiency in English and another South African language is essential
- MS 365 proficiency is essential
Duties & Responsibilities
- Accurately capture new membership applications and changes within the specified service level agreement.
- Apply scheme membership rules in terms of underwriting and waiting periods.
- Follow-up on outstanding documentation to ensure that members and dependants are successfully registered.
- Ensure that the scheme and employer are not unnecessarily exposed to financial risk.
- Effectively resolve queries from members, employer groups, service providers and schemes within the specified service level agreement.
- Printing and distributing membership welcome packs and cards.
- Assisting with quality control initiatives within the team.
Competencies
- Data capturing
- Customer-focused
- Ability to learn and apply new skills
- Attention to detail
- Decision making
- Problem solving
- Business writing skills
Closing Date
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Role Purpose
- The primary purpose of this role is to develop advanced analytics solutions, machine learning models, and scalable data tools that support Guardrisk Life’s strategic and client-facing analytics initiatives.
- The role forms part of the Data Analytics Life team within the Guardrisk Life Structuring & Solutions division and focuses on unlocking business value through intelligent use of data. This includes building analytical frameworks, developing predictive models, and creating automated reporting and data solutions that enable better decision-making across the business.
- The successful candidate will work closely with internal stakeholders and Guardrisk Life clients to identify analytics opportunities, solve complex business problems, and translate large datasets into clear, actionable insights.
- The role requires strong technical capability in SQL, Python, and business intelligence tools such as Power BI, along with an analytical mindset and the ability to operate independently in a dynamic and evolving environment.
Requirements
Qualifications
- Bachelor’s Degree in Data Science, Computer Science, Statistics, Mathematics, Actuarial Science, or a related quantitative field
- Postgraduate qualification in a relevant field advantageous.
Experience
- 3-6 years of experience in data science, data analytics, or data engineering within a commercial or financial services environment.
- Working with large datasets in SQL and Python.
- Business intelligence tools such as Power BI.
- Delivering analytical insights to both technical and non-technical stakeholders.
- Applying machine learning techniques advantageous.
Duties & Responsibilities
Advanced Analytics & Machine Learning
- Develop predictive and statistical models to support business and client analytics use cases
- Apply machine learning techniques to improve forecasting, segmentation, and risk analysis
- Evaluate model performance and translate analytical outputs into practical business insights
Data Analytics & Insights
- Analyse large datasets to identify trends, patterns, and opportunities within Guardrisk Life’s portfolios and client businesses
- Translate complex analytical findings into clear insights that support business decision-making
- Collaborate with business stakeholders to identify new analytics opportunities
Client & Portfolio Analytics
- Support analytics initiatives for Guardrisk Life clients by delivering insights on portfolio performance, trends, and opportunities
- Develop analytical frameworks and benchmarking approaches to evaluate product and portfolio performance
- Present analytical findings to both technical and non-technical stakeholders
Automation & Data Solutions
- Design and build automated reporting and analytics solutions that improve operational efficiency
- Identify opportunities to automate manual reporting or analytical processes across the business
- Develop reusable analytics tools and data solutions that can scale across portfolios or clients
Data Engineering & Technical Development
- Extract, transform, and analyse data from multiple systems using advanced SQL and Python
- Work with modern data platforms such as Databricks, Synapse, or similar cloud analytics environments
- Contribute to the development and improvement of internal analytics platforms and dashboards
Competencies
- Advanced SQL proficiency (essential)
- Strong Python capability for data analysis, automation, and machine learning
- Experience with Power BI and DAX for dashboard development and reporting
- Experience working with modern data platforms such as Databricks, Synapse, or similar cloud analytics environments advantageous
- Familiarity with version control tools such as Git beneficial
Closing Date
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Role Purpose
- Are you a people person with a passion for helping others?
- We’re looking for energetic, reliable self-starters to step into a fast-paced role with an industry-leading health business. This is a great opportunity to make a real difference in the lives of clients, while building valuable experience in a supportive, professional environment.
Requirements
- National Senior Certificate
- Achieved a minimum of 50% in English
- Bachelor’s Pass
- Relevant tertiary qualification (health or business-related diploma / degree highly advantageous)
- Computer literacy
- The uploaded CV must include a copy of your National Senior Certificate, qualification/s and ID.
Duties & Responsibilities
- Engage with clients and/or intermediaries through various servicing channels (inbound calls, emails, walk-in interactions etc.) 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 system/s, based on 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 and system failures and enhancements to improve client experience.
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders.
- 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
- Verbal and written communication
- Service orientation
- Problem solving
- Self-disciplined
- Detail-oriented
- Prioritisation
- Teamwork and collaboration
- Adaptability
- Display initiative
Closing Date
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Role Purpose
Requirements
- Bsc Computer Science, Bsc Information Systems, Diploma or related qualifications
Duties & Responsibilities
Competencies
- Organising and planning skills.
- Accountability.
- Customer orientated.
- Attention to detail.
- Good communication skills.
- Persistency to resolve issues.
- Accuracy.
- Teamwork.
Closing Date
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Role Purpose
- Ensure the smooth running of the business by providing effective administrative assistance to the Provincial General Manager
Requirements
- Grade 12 or equivalent qualification
- Office administration, secretarial or equivalent qualification
- 3-4 years' relevant experience (essential)
- Exposure to supporting a manager or team (desirable)
- Exposure to the insurance industry (essential)
Duties & Responsibilities
INTERNAL PROCESS
- Proactively manage, coordinate and maintain the diary of the line manager.
- Coordinate all aspects of meetings, workshops and functions (venue logistics, catering) according to manager’s requirements, and within budget parameters.
- Administrative support for meetings and workshops (collate, compile and distribute agendas, presentations, minutes within agreed timeframes).
- Manage travel arrangements for manager, according to agreed business process and budget parameters.
- Manage incoming calls and correspondence (paper and electronic), responding independently where possible and in line with authorised judgement.
- Order and control refreshments, office supplies and equipment, ensuring enough stock is always available, in line with budget parameters.
- Ensure files (paper and electronic) are kept in order and easily accessible by manager.
- Prepare and check invoices and arrange for payments to ensure adherence to requirements and Service Level Agreements.
- Ensure office equipment is regularly maintained by relevant service providers.
- Monitor and respond to incoming communication on behalf of line manager, where appropriate, ensuring efficiency and timeous response.
- Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within agreed Service Level Agreements.
CLIENTS
- 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.
PEOPLE
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- 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
- Manage and reconcile expenses in line with allocated budget and within defined policy guidelines.
- Contribute to the financial planning process within area.
- 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
- Interacting with People
- Embracing Change
- Checking things
- Making Decisions
- Team Working
- Following Procedures
- Showing Composure
- Meeting Timescales
Closing Date
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Role Purpose
- We are looking for a motivated individual to apply good teamwork values, analytical and critical thinking to deliver concise business analysis, business requirements elicitation, stakeholder management, system process design and optimization.
- You will take ownership and make critical decisions on how to implement the most appropriate solution based on business knowledge and technical understanding of insurance processes and product calculations.
Requirements
- Matric / Grade 12 (results required especially for mathematics and science)
- Degree in Mathematics, Actuarial Science, Computer Science (results required)
- 5 years+ experience in a Business Systems Analysis, Systems Analysis or Business Analysis role
- Preference will be given to candidates with experience in the Life Insurance Industry
Duties & Responsibilities
- Analysing business requirements to propose the best possible system solutions.
- Investigating calculation errors and process failures on system.
- Writing functional specifications on product processes or calculations.
- Extracting and analysing data to determine the best possible system solutions.
- Developing testing tools in Excel, VB, Python.
- Testing product processes and calculations.
- Sign off test scenarios created by test analyst.
- Liaising with programmers to resolve system issues.
- Investigating data reports to identify potential data and system errors.
- Managing own performance and development.
- Ensuring effective and consistent service delivery and support to both internal and external clients in line with the Company Values and Treating Customers Fairly Principles.
- Living the Momentum Group values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.
Competencies
- Strong mathematical skills
- Decision making
- Very strong analytical skills and attention to detail
- Initiate action
- Deliver results
- Effective communication
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
- 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.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 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
go to method of application »
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.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 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
go to method of application »
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.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 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
go to method of application »
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.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 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
Method of Application
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