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
- Develop and drive profitable sales through effective plans, targets and growth in support of the business's strategic objectives, maintaining compliance with regulatory requirements.
Requirements
Qualifications
- Grade 12 or equivalent qualification
- FAIS recognised qualification (minimum 120 credits)
- FAIS Key Individual Regulatory Exam Level 1 (essential)
- FAIS Representative Regulatory Exam Level 5
- Degree in Commerce or Business Management (advantageous)
- Financial planning qualification (advantageous)
Experience
- 8 -10 years experience in the insurance industry (essential)
- 5 - 8 years relevant managerial experience fulfilling the duties of a compliant key individual (essential)
Skills and Knowledge
- Influencing and negotiation skills
- Planning and organising skills
- Analytical skills
- Interpersonal and people management skills
- Knowledge of the sales cycle, processes and policies
- Knowledge of the insurance industry
- Relevant product knowledge
- Knowledge of relevant regulatory and legislative requirements
Duties & Responsibilities
Internal Process
- Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activities, prospect calls, presentations and executive meetings.
- Set targets and take accountability for the overall achievement of performance objectives in the business area, by driving sales performance.
- Provide clear direction on the strategic plan and key focus areas to ensure targets are met. Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
- Manage the delivery of deviance reporting as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred.
- Assist team members, as necessary, by interacting with clients in order to facilitate sales and/or client concerns/complaints.
- Manage allocated sales budget through effective coordination of sales activities and behaviours, key accounts and expense budget.
- Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales process.
- Coach team members on all the processes and controls and ensure understanding and commitment. Ensure team members complete all required compliance exams and attestations within specified timeframes.
Client
- Build and maintain relationships with internal and external stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments.
- Define service practices that build rewarding relationships, encourage innovation and allow others to provide exceptional client service.
- 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 that builds rewarding relationships, facilitates feedback and provides exceptional client service.
People
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- 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 company 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.
- Execute 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 to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
Finance
- Identify solutions to enhance cost-effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high-risk and problematic financial issues in area of accountability and contribute to the development of policy.
Competencies
- Business Acumen
- Developing Strategies
- Providing Insights
- Leading Change and Innovation
- Motivating and Inspiring Team
- Collaboration
- Impact and Influence
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
- 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).
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
- 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
- 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
- Partner with designated business units to develop, maintain and continuously enhance comprehensive risk profiles across operational, investment and regulatory domains. This includes the proactive identification, assessment, management, monitoring and reporting of risks in line with organisational risk appetite and governance standards.
- Act as a trusted advisor to the business, balancing regulatory rigour with commercial practicality, and enabling informed decision-making that supports sustainable growth and client outcomes.
- Drive the evolution of risk management practices through the use of data, technology, automation and AI-enabled insights, enhancing early risk detection, reporting quality and overall operational efficiency.
- Contribute to the execution of the enterprise risk management strategy through business partnering, governance oversight, thematic reviews, project participation and regulatory interpretation, while fostering a risk-aware, digitally enabled and client-centric culture.
Requirements
- Matric (Grade 12) (Required)
- Relevant qualification in Risk Management, Finance, Investments, Law, Business or Compliance (required)
- 3-5 years’ experience in Multi-Management/Asset Management financial services.
- 3-5 years’ experience in risk management, auditing (internal/external) or other relevant function.
- Strong understanding of IFRS, Companies Act and broader regulatory landscape
- Sound understanding of financial services operating models, products and risk drivers
Duties & Responsibilities
Risk Management & Business Partnering
- Build and maintain strong, trust-based relationships with stakeholders at all levels, including senior management.
- Partner with business unit leaders to provide practical, commercially sound risk guidance aligned to regulatory requirements.
- Develop and maintain end-to-end risk profiles for assigned areas, ensuring accuracy, completeness and forward-looking insight.
- Work closely with risk owners to embed effective risk identification, assessment, mitigation and monitoring practices.
- Facilitate proactive risk management planning aligned to business strategy and risk appetite.
- Conduct structured risk assessments including interviews, control self-assessments and deep-dive analyses.
- Identify and monitor internal and external risk trends, including operational, regulatory and market risks.
- Leverage data and analytics tools to enhance risk visibility and support better decision-making.
Governance, Regulatory & Compliance Oversight
- Ensure alignment with prudential regulatory frameworks (e.g. CISCA, Insurance Act, PFA, FSR Act) and internal governance standards.
- Interpret and translate regulatory requirements into practical, business-aligned controls and processes.
- Support and coordinate combined assurance activities, ensuring alignment between risk, compliance and internal audit.
- Ensure the audit plan reflects key risk exposures and monitor closure of audit findings.
- Manage incident and error reporting processes in line with defined frameworks.
- Coordinate due diligence and ongoing oversight of third-party service providers.
- Apply technology-enabled approaches to enhance compliance monitoring, control validation and reporting.
Risk Reporting & Insights
- Produce high-quality, data-driven risk reports, dashboards and insights for management and governance forums.
Provide clear visibility of:
- Key risk exposures
- Emerging risks and trends
- Areas requiring escalation or intervention
- Use data visualisation and analytics to improve reporting effectiveness and usability.
- Implement early-warning indicators and trend analysis to proactively identify risk developments.
- Technology, Data & Continuous Improvement
- Drive improvements in efficiency and effectiveness through automation of manual processes and optimisation of workflows.
- Leverage risk systems, data analytics tools and digital platforms to enhance monitoring, reporting and control environments.
- Identify and support opportunities to apply AI and advanced analytics to:
- Detect anomalies and emerging risks
- Enhance risk assessments
- Improve large-scale monitoring and oversight
- Contribute to the adoption of digitally enabled risk and compliance practices, including integrated GRC platforms.
- Promote a data-driven, technology-enabled risk culture across the business.
Stakeholder Engagement & Client Service
- Build and maintain strong relationships with internal clients and stakeholders.
- Deliver against service level commitments and proactively manage expectations.
- Provide clear, actionable and solution-oriented risk advice.
- Identify opportunities to improve client outcomes and ensure fair treatment principles are upheld.
People & Culture
- Contribute to a culture of collaboration, accountability and continuous improvement.
- Demonstrate a partnership-driven and solution-oriented mindset.
- Support and actively participate in change and transformation initiatives.
- Continuously develop professional, regulatory and industry knowledge.
- Promote innovation and encourage the adoption of data, technology and AI within the risk function
Competencies
- Providing Insight and Risk Intelligence
- Upholding Governance and Regulatory Standards
- Analytical and Data-Driven Decision Making
- Influencing and Stakeholder Engagement
- Challenging and Constructive Thinking
- Commercial Awareness and Business Acumen
- Embracing Change and Innovation
- Clear, Confident Communication
- Collaborative, Partnership-Oriented Approach
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
- 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).
Closing Date
go to method of application »
Role Purpose
- Provide an effective and efficient technical support service to the administration team to ensure correctness and consistency in processes which includes queries and projects.
Requirements
- Matric
- 5- 10 Years' retirement fund experience
Duties & Responsibilities
- Take ownership of and manage all aspects of Section 14 processes at an employer level.
- Take ownership of and manage all aspects of Liquidation processes at an employer level.
- Contribute and ensure compliance to governance, relevant legislation, and risk mitigation strategies.
- Contribute to the design, implementation, and management of the reporting facility on service delivery.
- Co-ordination/ Ownership of various specialised projects assigned by management.
- Provide monthly reports to management, highlighting any issues and recommend actions to resolve concerns or problems related to this environment.
- Maintain a consistent service delivery to ensure client retention and satisfaction.
- Providing information related to Section 14 transfers- in to Admin for allocation.
- Providing information related to Section 14 transfers- out for claim processing.
- Ownership of the annual financial and valuation data review.
- Address audit and or actuary queries
- Ownership and management of Benefit statement and Projection statement process.
- Provide current templates to client engagement for approval and log changes requests with IT.
- Request data extract, checking all information and consulting with Admin Manager for final approval.
- Distribution of Benefit statement in accordance with Client Specification.
- Distribution of adhoc fund communication in conjunction with Client Engagement.
Competencies
- Interpersonal and communication
- skills
- Analytical skills
- Attention to detail
- Accountability
- Time management
Closing Date
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Role Purpose
- The successful candidate will provide business-focused legal advice, contract and product support primarily to the retail businesses within Momentum Investments. This role requires knowledge of the South African financial services regulatory landscape with a focus on LISP administration platforms, insurance and retirement products, FAIS, the Insurance Act and the Pension Funds Act.
- The role includes reviewing and drafting contracts, supporting compliance and product development efforts, dealing with queries and staying up to date with legislative changes.
Requirements
- LLB Degree
- Admitted Attorney.
- CFP designation is advantageous.
- 3–5 years of post-admission legal experience, preferably in a LISP/wealth business.
- Strong knowledge of wealth platforms, retail and retirement investments and products.
- Understanding of financial sector laws in South Africa such as FAIS, FICA, CISCA, Insurance Act, Pension Funds Act and POPIA.
- Notable experience in contract drafting.
Duties & Responsibilities
Contractual support
- Draft, review, and negotiate a wide array of legal documents including investment management agreements, service level agreements, LISP SLAs, client-facing documents, product terms and marketing material as well as data agreements.
- Support the team with continuous improvements on templates.
- Ensure efficient management of contracts through the entire contract lifecycle.
Legal Risk Management
- Monitor and report on legal risks and regulatory developments.
- Identify and communicate legal risks in projects, policies, and systems.
- Support training initiatives regarding legal and regulatory updates.
Legal Advisory and Queries
- Advise internal stakeholders on legal matters, including contracting, service and product queries and queries on the interpretation and implementation of legislation.
- Provide legal advice on operational processes.
- Carry out legal research and provide commercially focused legal opinions.
Product Development/Project Support
- Provide reliable legal support on the various initiatives and projects of the retail businesses, including the launch of new products and portfolios and developments due to regulatory changes
- Collaborate and communicate confidently within a multi-disciplinary project team, including tax, marketing, compliance and IT teams.
Governance and Compliance
- Work closely with regulatory compliance and risk teams to manage regulatory changes and emerging risks within the business to embed a culture of good governance.
- Assist in implementing internal controls to mitigate legal risk, including systems and policies.
- Monitor legislative developments and be able to unpack the impact on the various businesses
Competencies
- Exceptional legal and contract drafting skills.
- Be able to embrace and implement legal and financial technology solutions
- Strong communication, collaboration and relationship-building abilities.
- Ability to work under pressure and manage competing priorities in a fast-paced environment.
- Professionalism, integrity and sound judgment.
Closing Date
go to method of application »
Role Purpose
- The successful candidate will provide business-focused legal advice and contract support primarily to the institutional businesses within Momentum Investments.
- This role requires knowledge of the South African financial services regulatory landscape with a focus on asset management, including FAIS, global markets, collective investment schemes, the JSE environment, the Insurance Act and matters related to the Financial Markets Act.
- The role includes reviewing and drafting contracts, supporting compliance efforts as well as projects and keeping updated with legislative developments.
Requirements
- BCom LLB or LLB Degree.
- Admitted Attorney.
- 3–5 years of post-admission legal experience, preferably in an investment/asset management business.
- Experience of corporate law, complex transactions, alternative investments, corporate governance, global markets documentation, debt and credit instruments, operations of a CIS Manco and securitisation structures.
- Understanding of financial sector laws in South Africa such as FAIS, FICA, CISCA, Insurance Act, FMA, JSE rules and POPIA.
- Significant experience in contract drafting.
- Any postgraduate qualifications relating to capital/global markets or investment management is advantageous.
Duties & Responsibilities
Contractual support
- Draft, review, and negotiate a wide array of legal documents including investment management agreements, ISDAs/GMSLAs/GMRAs, note programmes, investment mandates, service level agreements, data agreements and stockbroking agreements.
- Support the team with continuous improvements on templates.
- Ensure efficient management of contracts through the entire contract lifecycle.
Legal Risk Management
- Monitor and report on legal risks and regulatory developments.
- Identify and communicate legal risks in projects, policies, and systems.
- Support training initiatives regarding legal and regulatory updates.
Legal Advisory and Queries
- Advise internal stakeholders on legal matters, including contracting and the interpretation and implementation of legislation.
- Provide legal advice on operational processes and appropriate legal contracting structures.
- Carry out legal research and provide commercially focused legal opinions.
Product Development/Project Support
- Provide reliable legal support on the various initiatives and projects of the institutional businesses, including the launch of new portfolios, the take-on of new clients and developments due to regulatory changes
- Collaborate and communicate confidently within a multi-disciplinary project team, including portfolio managers, analysts, compliance and IT teams.
Governance and Compliance
- Work closely with regulatory compliance and risk teams to manage regulatory changes and emerging risks within the business to embed a culture of good governance.
- Assist in implementing internal controls to mitigate legal risk, including systems and policies.
- Monitor legislative developments and be able to unpack the impact on the various businesses
Competencies
- Meticulously detail-oriented with strong analytical and problem-solving abilities.
- Adaptability and resilience in the face of change and uncertainty.
- Exceptional legal and contract drafting skills.
- Be able to embrace and implement legal and financial technology solutions
- Strong communication, collaboration and relationship-building abilities.
- Ability to work under pressure and manage competing priorities in a fast-paced environment.
- Professionalism, integrity and sound judgment.
Closing Date
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Role Purpose
- Verify, analyse and provide insight regarding investment performance and risk in order to support business decision making.
Requirements
- Honours degree in Investments Management, Economics, Finance, Mathematics or Statistics would be an advantage.
- 2+ years investment performance/attribution experience (Balanced, Equity and Fixed Income).
- Understanding of investment performance calculation
- Exposure to analysing and interpreting performance results to respond to queries and propose solutions.
- Asset Allocation
- Business Intelligence charting of quantitative analytics
- Analytical, risk management as well as problem solving
- Experience using Sylvan or other performance and attribution
- Advanced Excel/Power Pivot, Microsoft Power BI/Dax, data integration or financial/statistical modelling tools
Duties & Responsibilities
- Perform detailed analytical and statistical review of the key return of portfolios/benchmarks at the portfolio level, asset class level, manager level and instrument
- Verify and analyse the accuracy of investment performance data and resolve any
- Quality assure data to ensure that no transactions are missing or are incorrectly accounted for and resolve
- Analyse and report the performance of investment portfolios to various
- Analyse investment attribution, identify trends and provide insights and recommendations to various portfolio managers and stakeholders.
- Gather and interpret relevant data to resolve stakeholder
- Deliver accurate and meaningful performance reports, insights and commentary within agreed
- Generation of reports which maximises the efficiency and usefulness of the report formats or measures
- Provide stakeholders with investment performance analysis and insights regarding factors behind performance return and comparisons against peers or benchmark
- Data automation and streamlining of processes to ensure timely delivery of
- Attend meetings where necessary to optimise delivery of
- Calculate net returns using portfolio manager fees based calculated/supplied by the finance
- Engage with stakeholders to identify changing client needs and make recommendations to align the current service offering with client needs.
- 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
Competencies
- 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
- Collaboration with other teams and prioritising the business interests of Momentum Group and invests in the success of the group by aligning efforts across divisions.
Closing Date
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Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts.
- The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
- CFA and/or CFP is an advantage.
Experience:
- 3 to 5 years financial service industry experience.
- 1 to 3 years relevant industry related sales experience.
- Experience in Momentum Myriad and Investo products is an advantage.
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.
- Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous.
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 and the minimum productive IFAs required.
Competencies
- Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
- Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
- Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.
- Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others.
- Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
- Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
- Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
- Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
- Coping with Pressures and Setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.
- Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities.
- Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments in the organisational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.
Closing Date
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Role Purpose
- To process medical expense shortfall (Gap cover) claims in accordance with stipulated service levels and policy conditions.
Requirements
- Matric
- Computer literacy
- FAIS FIT and proper, including RE5
- At least 2 years of experience in short-term or medical health and accident insurance handling.
- At least 2 years of client service experience.
- Good knowledge of the local health industry, including the application of ICD-10 and BHF tariff codes
- Knowledge of the OWLS system is advantageous.
Duties & Responsibilities
- Coordinate gap cover claims received from contracted medical schemes to ensure a seamless claims experience for mutual customers.
- Address client and broker queries within the stipulated time frame.
- Ensure all registered claims are assessed and administered effectively and efficiently in accordance with relevant legislation and policy wording.
- Communicate with relevant medical schemes via email or telephone regarding outstanding documentation.
- Accurately and completely capture clinical details in the OWLS claims administration system.
- Monitor system communications related to claims to keep customers and brokers updated on the claims process.
Competencies
- Results and solution-driven
- Strong focus on client centricity and service excellence
- Strong problem-solving and decision-making capabilities
- Analytical with attention to detail
- Resilience and ability to work under pressure
- Effective communication skills and professional client management
Closing Date
Method of Application
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