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...
Role Purpose
- The purpose of this role is to price and manage the risk in respect of new and existing business to ensure profitability and sustainability. The area is a high-pressure environment, and the suitable candidate needs to be able to produce high quality work while ensuring that tight deadlines are met.
Requirements
- Minimum matric with exemption including Mathematics (Pure) and Accounting/Physical Science.
- Bachelor’s degree in Commerce, Mathematics or Statistics is preferable.
- 2-5 years' work experience in the Insurance, Employee Benefits or other Financial Services industry is preferable, but not a pre-requisite.
- Work experience in Group Risk pricing is preferable, but not a pre-requisite.
- Good MS Word and MS Excel skills.
- MS Access, SQL or Visual Basic experience will be an advantage.
Duties & Responsibilities
INTERNAL PROCESS
- Screening and analysing new and existing business pricing requests.
- Gathering, assessing and analysing all relevant information needed to produce a new business tender or rate renewal.
- Review existing business premium rates, terms and conditions.
- Compiling, analysing and monitoring claims experience for new and existing business.
- Assessing and calculating the risk rate and underwriting requirements for the products requested, utilising the current pricing tools.
- Determining suitable terms and conditions in order to effectively manage risk.
- Extracting data from existing systems, as well as validation and manipulation of the data.
- Accurate recording of data for business intelligence and reporting.
- Consider wider topics of risk management such as occupational and industry risks.
- Internal and external client liaison/collaboration with regards to rates, products and other risk issues.
- Build and improve current models and internal processes.
- Assisting with ad hoc projects and calculations, e.g. Disability buy-outs, profit sharing calculations and reinsurance comparisons.
- Assist with risk calculations and provide technical support to the FundsAtWork Pricing department.
- Ensure that all authorisation protocols, tools and systems are adhered to and are used correctly and effectively.
CLIENT
- Build a strong relationship with the sales channel so that existing business is retained at profitable rates while new business is secured with appropriate margins.
- Build and maintain relationships with relevant organisation's to ensure in-depth knowledge of all related acts, regulations and regulatory frameworks.
- Compile, monitor and deliver on service level agreements with internal and external stakeholders to meet or exceed client expectations.
- Ensure satisfactory resolution of all queries and problems.
- Participate in the design and application of a stakeholder feedback capability in respect of service delivery.
- Track and address Product Pricing related complaints and identify trends and major issues to be addressed.
PEOPLE
- Enhance the image of Momentum Group through professional client liaison:
- Internally and externally with other Departments/ Brokers/ Employers/ Members/ Reinsurers.
- Work together with consultants to support client retention and new business acquisition via excellent customer service and maintaining excellent client and broker relationships.
- Provide technical pricing guidance and support to the Sales Channel and other departments.
FINANCE
- Ensure rates and underwriting requirements provided mitigate financial risks.
- Increase profits and ensure rates provided are sustainable.
Competencies
- Analytical thinking (including problem identification and problem analysis).
- Attention to detail.
- Be able to work well independently and also within a team.
- Excellent people skills.
- Self-management and accountability.
- Live and uphold the MMH values.
- Quality and service oriented.
- Excellent communication and presentation skills (written and oral).
- Good judgment, effective decision making and problem-solving.
- Data management skills.
- Time management, flexibility and adaptability.
- Planning and organising.
Closing Date
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Role Purpose
- Accurately process retirement fund member's data and provide fund administration services within agreed service levels.
Requirements
- Grade 12 or equivalent.
- 2 Years’ relevant experience within a financial services environment.
- Employee benefits experience will be an advantage.
- Experience in the Employee Benefits, client service, retirement fund administration.
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Accurately complete member and risk contribution reconciliations.
- Responsible for incoming client calls and following up to request outstanding client information.
- Investigate and resolve all non-reconciling items.
- Monitor the monthly risk premium payments to respective insurers inline with agreed timelines.
- Ensure all risk processes are updated to member records and reconciled weekly.
- Check and approve late payment interest calculations.
- Draft professional and relevant correspondence to clients.
- Prepare and submit accurate reports on the status of the Retirement Fund administration.
- Attend retirement related meetings to keep abreast of operations within the business.
- Receive and review claim documentation in order to ensure that they are complete and accurate.
- Follow up with clients on outstanding information.
- Process and pay claims as per service level agreements with clients.
- Prepare and submit monthly reports.
- Investigate client queries within service level agreements and provide clients with timeous feedback.
- Resolve and escalate client queries when necessary.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with all clients and stakeholders in order to ensure 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.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Please note that this role is based on the Pay for Performance remuneration structure.
Competencies
- Attention to details.
- Accountability
- Customer orientation.
- Planning and organising skills.
Closing Date
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Role Purpose
- The Client Due Diligence (CDD) Administrator is responsible for supporting the Compliance Due Diligence function by identifying, requesting, receiving, reviewing and managing client documentation required to perform effective due diligence checks and risk rating assessments.
- The role ensures that the accountable institutions can be appropriated risk rated by the Compliance CDD analyses in line with regulatory, compliance, and internal policy requirements, contributing to the organizations compliance and risk management framework.
- This is an administrative role, client facing and back office facing role requiring a high level of clear communication, accuracy, efficiency, and attention to detail in a pressurized, time-sensitive environment.
Requirements
Qualifications and experience:
- Minimum of 2 years’ previous experience in administrative, client service or compliance environment.
- Understanding of KYC / CDD requirements, corporate entity structures, beneficial ownership, sanctions screening and corporate registration documentation.
- 2 – 5 years’ experience in KYC, client onboarding, CDD administration and compliance administration.
Duties & Responsibilities
Client Information Collection
- Obtain all required CDD documentation from clients, brokers and intermediaries.
- Request additional information where documentation is incomplete or outdated.
- Maintain regular communication with clients to facilitate onboarding and periodic review requirements.
- Educate clients and brokers regarding documentary requirements and regulatory obligations.
Documentation Review
- Verify completeness of documentation against internal CDD standards.
- Validate corporate structures and legal entity information.
- Confirm authorised signatories and representatives.
- Identify missing information and initiate remediation actions.
Corporate Structure Research
- Conduct company searches using approved databases.
- Source publicly available ownership information.
- Identify beneficial ownership structures.
- Escalate complex ownership arrangements
- Screening Activities
- Perform initial screening checks including:
- Sanctions screening
- PEP screening
- Adverse media searches
- Corporate registry searches
- Verification of beneficial owners
- Preliminary Risk Assessment
- Apply predefined risk scoring methodology.
- Identify risk indicators.
- Highlight potentially higher-risk clients.
- Escalate concerns to CDD Analysts.
Record Management
- Maintain electronic client records.
- Ensure accurate document filing.
- Track outstanding requirements.
- Manage periodic review schedules.
Stakeholder Engagement
- Build relationships with brokers and corporate clients.
- Provide guidance on CDD requirements.
- Follow up on outstanding documentation.
- Support onboarding teams.
Competencies
- Strong written and verbal communication skills both written and verbal.
- Ability to work under pressure while maintaining speed, accuracy and quality standards.
- High level of attention to detail and commitment to accuracy.
- Reliable, dependable and accountable in meeting deadlines.
- Proactive thinker with the ability to anticipate issues and take initiative.
- Strong organizational and time management skills.
- Team player who collaborates effectively.
- Professional, client-focused approach.
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.
- 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
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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.
- 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.
- 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
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Role Purpose
- The role is within the Structured Products and Annuities planning unit in Momentum Investments. The Distribution Specialist will be responsible for accelerating sales growth, strengthening brand awareness and supporting the growth of new business across SPA’s product range, including equity-linked notes and the Guaranteed Annuity Portfolio (hybrid annuity).
- The role requires a commercially astute, highly professional and self-managed individual who can build trusted relationships, convert opportunities into measurable flows and represent SPA with credibility in the market.
Requirements
- Bachelor’s degree in finance, Investments, Economics, Business Science or a related field.
- CFA qualification, progress towards CFA, or an equivalent investment qualification or background would be advantageous.
- Demonstrated understanding of guaranteed investment solutions and structured products.
- Sound knowledge of investment markets, fund positioning, asset classes, risk considerations and adviser distribution dynamics.
- Proven track record in sales, client relationship management, adviser engagement or investment specialist activity.
- Experience engaging with financial advisers and other investment decision makers would be advantageous.
- Exceptional engagement, communication and negotiation capability.
- Please note that travel will be required as part of this role.
Duties & Responsibilities
Attracting assets
- Develop and implement regional and channel specific strategies to grow new business volumes.
- Identify, prioritise and convert new business opportunities across internal and external advice channels.
- Support Momentum Distribution Services where appropriate, to drive additional sales into structured products through adviser and client networks.
- Maintain a robust sales pipeline, track activity against agreed targets and provide regular reporting on progress, risks and opportunities.
- Support Momentum Financial Planners with the use of these solutions in conjunction with house views.
Sales, Distribution and Brand Promotion
- Position SPA’s capabilities and product range effectively to advisers, and DFMs.
- Develop and execute differentiated initiatives to enhance brand visibility, market presence and client advocacy.
- Partner with marketing and communications teams to produce compelling, accurate and compliant sales collateral, presentations and thought leadership content.
- Represent SPA at client engagements, industry events, webinars, seminars and public forums with confidence and technical credibility.
- Collaborate with internal teams and external partners to identify new channels, events and client segments that can expand brand awareness and distribution reach.
Client Relationship Management and Service Excellence
- Build, manage and strengthen relationships with key advisers and strategic partners, ensuring high levels of trust, satisfaction and engagement.
- Deliver an exceptional pre-sales and after-sales experience aligned to agreed service standards and the client value proposition.
- Host and manage client meetings, adviser roadshows, market updates and bespoke client events.
- Act as a credible point of contact for queries, investment positioning, market context and product information.
- Monitor adviser and client feedback, identify service gaps and work with internal stakeholders to improve the experience.
Market Insight, Technical Expertise and Thought Leadership
- Remain up to date with investment markets, competitor activity, fund performance, regulatory developments and industry trends.
- Translate complex investment concepts into clear, practical and relevant insights for a range of client and adviser audiences.
- Provide regular market intelligence to the business to support strategic planning, proposition development and service improvement.
- Contribute to thought leadership initiatives that showcase SPA’s investment expertise and strengthen its market credibility.
- Ensure all market commentary, presentations and client engagements are accurate, professional and aligned to approved messaging.
Team Contribution and Ways of Working
- Demonstrate a proactive, outcomes focused and solutions orientated approach to achieving business objectives.
- Work collaboratively with distribution, investment, product, marketing, operations and client service teams to deliver integrated outcomes.
- Show resilience, adaptability and sound judgement in a dynamic, high performance environment.
- Manage time, priorities and activities effectively in a hybrid working model, with strong accountability for delivery.
- Live and promote the organization’s values, including accountability, diversity, excellence, innovation, integrity and teamwork
Competencies
- Strong commercial orientation with the ability to originate, shape and close business opportunities.
- Excellent relationship building, stakeholder management and negotiation skills.
- Ability to articulate complex investment and product information clearly to varied audiences.
- Strong presentation and public speaking capability, with professional presence and credibility.
- High levels of professionalism, integrity, discretion and client centricity.
- Self-motivated, proactive and disciplined, with the ability to work independently and deliver results under pressure.
- Strategic thinker with the ability to identify market opportunities and translate them into practical action plans.
- Strong listening skills, emotional intelligence and the ability to influence constructively.
- Commitment to continuous learning, technical development and performance improvement.
- Ambitious, resilient and results driven, with a strong fit for a collaborative team culture.
Closing Date
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Role Purpose
- A high-trust role supporting the Head of Operations and the broader MFP Operations portfolio. The successful candidate will combine executive support with hands-on business coordination, disciplined follow-through, data and document management, stakeholder engagement, governance administration and practical problem-solving.
- The Business Personal Assistant enables the Head of Operations to focus on strategic priorities by taking ownership of the coordination, preparation, follow-up and administration required to move work forward. The role acts as the operational link between the leader, the Operations team, provincial structures, advisers, product houses, support functions and external stakeholders.
- The incumbent is expected to create order in a high-volume environment, maintain reliable information and records, anticipate requirements, surface risks early, prepare decision-ready material, and ensure that agreed actions are completed. Success in the role is measured by the quality of preparation, the accuracy of information, the reliability of follow-through, stakeholder responsiveness and the reduction of avoidable administrative burden on the leader and team.
Requirements
- Grade 12 or equivalent qualification.
- A post-matric qualification in office administration, business administration, operations, project coordination or a related field is preferred.
- Additional training in project coordination, business communication, reporting, records management, digital systems or operational management is advantageous.
- At least five years’ relevant experience in executive support, business administration, operational coordination or a comparable role.
- Demonstrated experience supporting a senior leader and coordinating work across multiple teams or business functions.
- Experience compiling reports, presentations, meeting packs, trackers and formal business communication.
- Experience managing complex diaries, senior stakeholder engagements and competing deadlines.
- Experience handling confidential information and supporting governance or controlled business processes.
Duties & Responsibilities
Executive Partnership and Priority Management
- Act as a trusted support partner to the Head of Operations, managing priorities, commitments, deadlines, risks and dependencies.
- Screen, prioritise and coordinate incoming requests, correspondence and actions, ensuring appropriate escalation where required.
- Prepare the leader for meetings and decisions by consolidating relevant information, documentation, risks and recommendations.
- Maintain follow-up processes for decisions, approvals, actions and commitments, ensuring completion and accountability.
- Proactively identify and escalate risks, conflicting priorities or delays that may impact business outcomes.
- Protect executive focus time while ensuring urgent operational matters receive prompt attention.
Calendar, Meeting and Event Management
- Manage a complex executive calendar aligned to business priorities, preparation requirements and key deadlines.
- Coordinate meetings, workshops, leadership forums, training sessions, town halls and business events.
- Schedule engagements across multiple stakeholders, resolving diary conflicts and logistics requirements.
- Prepare agendas, meeting packs, attendance records, minutes, action logs and follow-up communications.
- Manage venues, virtual meeting platforms, catering, travel arrangements and related administrative requirements.
- Ensure participation, required inputs and meeting readiness ahead of scheduled engagements.
Correspondence and Communication Support
- Manage and organise correspondence requiring action, response, referral or follow-up.
- Draft and review professional communications including emails, announcements, briefing notes, invitations and stakeholder updates.
- Adapt communication content and tone for diverse internal and external audiences.
- Verify accuracy, completeness, stakeholder distribution and action clarity before communication release.
- Consolidate stakeholder input into clear, consistent messaging while maintaining confidentiality where required.
Operational Coordination and Project Support
- Coordinate operational activities, projects and business improvement initiatives across the portfolio.
- Translate leadership decisions into actionable plans, responsibilities, timelines and deliverables.
- Maintain project plans, action registers, decision logs, issue trackers and supporting documentation.
- Coordinate activities and dependencies across business functions and stakeholder groups.
- Support implementation readiness through effective coordination of communications, training, system access, reporting and support processes.
- Identify process inefficiencies and recommend practical improvements to enhance effectiveness and accountability.
Reporting, Data and Decision Support
- Collect, validate, analyse and consolidate information from multiple sources for reporting purposes.
- Prepare reports, dashboards, presentations, briefing packs and management summaries.
- Utilise spreadsheets and reporting tools to reconcile information, identify exceptions and provide meaningful insights.
- Ensure reporting accuracy through validation of source data, calculations, definitions and reporting periods.
- Maintain operational trackers, records and datasets as assigned.
- Present information in a clear, decision-ready format, highlighting key risks, issues, actions and ownership.
Governance, Risk and Confidential Administration
- Support governance activities, approvals, compliance administration and evidence management.
- Maintain accurate records of decisions, approvals, submissions, attendance and completed actions.
- Coordinate system, access and licence administration in accordance with approved governance processes.
- Handle confidential business, people, client and financial information with discretion and integrity.
- Apply records management, privacy, information security and document retention requirements.
- Identify and escalate control weaknesses, process non-compliance or data integrity concerns.
Financial and Resource Administration
- Coordinate invoices, purchase requests, payments and associated financial administration activities.
- Verify supporting documentation, approvals and coding before submission and processing.
- Monitor assigned budgets, licences, subscriptions and service-related expenses.
- Coordinate travel, accommodation and related documentation in accordance with company policy.
- Manage office resources, equipment requests and administrative assets.
- Raise, monitor and follow up on service requests relating to systems, access, software and workplace requirements.
Stakeholder and Client-Centred Support
- Build and maintain effective working relationships with internal and external stakeholders at all levels.
- Represent the Head of Operations professionally and deliver a positive stakeholder experience.
- Coordinate stakeholder requests and ensure timely resolution through the appropriate channels.
- Provide accurate updates, manage expectations and ensure closure of outstanding queries and requests.
- Manage urgent or challenging situations professionally, balancing business needs, client impact and stakeholder requirements.
Knowledge and Process Management
- Maintain accurate, organised and accessible business records, process documentation and reference materials.
- Capture and maintain operational knowledge, procedures, guides and frequently asked questions.
- Support the development of knowledge-management resources that improve collaboration and self-service.
- Ensure document version control, archiving and management of current source documents.
- Utilise Microsoft 365 and approved business systems to improve collaboration, information management and operational efficiency.
- Support business continuity through the documentation of recurring activities, key contacts and critical processes.
Competencies
Business judgement
- Understands the purpose behind a request, distinguishes urgent from important, and makes sound decisions within delegated authority.
Planning and execution
- Turns priorities into organised actions, owners and deadlines, and follows through until closure.
Attention to detail
- Checks names, dates, figures, versions, recipients, attachments, formulas and source information before release.
Proactive problem-solving
- Anticipates obstacles, obtains missing information and proposes practical options rather than waiting for step-by-step instruction.
Written communication
- Writes clearly, professionally and appropriately for the audience, with an explicit purpose and action.
Stakeholder coordination
- Builds productive relationships and coordinates across different levels without creating confusion about accountability.
Composure and adaptability
- Remains organised and constructive when priorities change, deadlines are short or information is incomplete.
Discretion and integrity
- Protects confidential information, uses sound judgement and acts consistently with organisational values.
Data confidence
- Works comfortably with operational data, identifies exceptions and presents accurate, useful information.
Digital way of work
- Uses available systems and self-service tools effectively and looks for opportunities to remove manual work.
Learning agility
- Quickly builds working knowledge of unfamiliar processes, systems, stakeholders and terminology.
Constructive challenge
- Questions unclear requests, inconsistent data or weak processes respectfully and with supporting facts.
Closing Date
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Role Purpose
- This role ensures disciplined execution of the marketing strategy and related marketing activities and plans, to drive brand awareness, product consideration and brand love to support the achievement of key business objectives.
Requirements
- Degree in Marketing, Communication and/or Social Sciences or related qualification.
- 4-5 years’ experience in Communication, Marketing or Brand Management (essential).
- Knowledge of marketing strategy, business development and corporate communication.
- Knowledge of current marketing trends and through-the-line media platforms that these areas can be managed successfully.
Duties & Responsibilities
- Implement, support and drive the marketing and branding strategy, based on the objectives for the business.
- Engage, influence and work closely with the full marketing value chain to deliver high quality marketing initiatives.
- Drive the development of integrated marketing strategies and campaigns that maximise enagemnet of employees, clients and non-clients.
- Evaluate and monitor marketing activities of competitior brands, products\services and channel these insights into the optimisation of marketing initiatives.
- Provide input into supporting media, PR and digital strategies to maximize campaign impact.
- Conceptualise and execute marketing creative. Work with the creative teams (Agency and in-house) to brainstorm, conceptualise and execute new marketing ideas.
- Utilise category and consumer insights to identify growth opportunities and drive innovation in marketing initiatives.
- Establish and document processes and guidelines, which ensures brand consistency.
- Partner and interact with Agency partners or vendors to supply materials supporting marketing concepts.
- Collaborate with the product, sales & service, technical marketing, technology and human capital teams to drive the strategy and development of the appropriate marketing and communication solution.
- Effectively deliver marketing messaging to target audiences, including mobile, video, social media, etc.
- Drive the development and measurement of marketing metrics that enable effective decision making around brand awareness and consideration, market share, cost per acquisition and profitability.
- Support the implementation of communication strategies within the business.
- Measure and report performance of marketing campaigns against KPIs.
- Engage with key internal and external stakeholders to identify changing client needs and align brand and service offering with client needs.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Display an entrepreneurial mindset with the ability to work independently and achieve a wide set of goals and objectives in a challenging and changing environment.
- Build and maintain relationships with colleagues and stakeholders that promotes collaborative solutions.
- Contribute to the design of client journeys that result in a superior client experience.
Competencies
- Operational excellence
- Problem solving
- Personal Mastery and Leadership
- Relationship building and influence
- Innovation and Strategic thinking
- Analytical skills
- Commercial acumen
Closing Date
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Role Purpose
- Accurately and effectively analyse and review incoming correspondence and documents and create and allocate appropriate workflow task on the workflow system withing the service level agreement.
Requirements
Experience and Qualifications
- Matric qualification or equivalent
- At least 1 year administration and data capturing experience in an insurance environment
- Intermediate Microsoft Excel skills
- Employee benefits experience will be an advantage
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Data capturing in respect of documents and correspondence.
- Respond to and resolve basic enquiries within agreed service level agreement.
- Redirect emails meant for other areas to the appropriate individual/mailbox.
- Familiarise self with the various areas within Momentum Corporate in order to gain knowledge of where enquiries should be directed to, if required.
- Ensuring a high level of customer service when liaising with stakeholders.
- Provide support to the front-line team with inbound calls, answer emails, and attend to the walk-in clients when required.
- Ensuring that the principles and outcomes of TCF (Treating Customers Fairly) are practiced and achieved in all duties performed and services provided to all stakeholders.
Competencies
- Attention to detail
- Time management skills
- Communication skills
- Planning skills
- Interpersonal skills
Closing Date
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Role Purpose
- We are seeking an analytical and proactive investment professional to support investment reporting, data analysis, process improvement, automation, client service, and broker engagement.
- Initially, the role will focus on producing accurate investment reports for selected clients. However, a key objective is to improve and automate reporting processes using LEAN and continuous improvement principles, reducing manual effort, increasing accuracy, and creating a scalable reporting capability.
- As efficiencies are achieved, the role will expand into broker engagement, investment support, and service enhancement, providing an opportunity to grow from a technical reporting role into a broader client-facing investment position.
This role is suited to someone who continuously seeks better ways of working by asking:
- Can this process be simplified or automated?
- How can we improve accuracy and reduce manual intervention?
- How can reporting become more insightful and scalable?
- What information adds the most value to brokers and clients?
- How can investment reporting strengthen our service proposition?
- The successful candidate will play an active role in shaping and improving the future investment reporting and servicing model.
Requirements
- Relevant degree in Investments, Finance, Economics, Actuarial Science, Mathematics, Business, Data Analytics, or related field.
- Experience within investments, asset management, retirement funds, employee benefits, investment consulting, or a related financial-services environment.
- Experience in investment reporting and/or analytics.
- Strong excel and data-analysis skills.
- Interest in automation, data visualisation, and process improvement.
- Experience engaging with clients, advisers, or brokers is advantageous.
- Exposure to LEAN, reporting automation, process optimisation, or data analytics is beneficial.
Duties & Responsibilities
Investment Reporting and Analysis
- Produce accurate and timely investment reports.
- Review investment performance and portfolio data for accuracy.
- Identify and communicate meaningful investment insights.
- Support investment-related queries and ad hoc analysis.
- Develop a sound understanding of investment portfolios, strategies, and market developments.
- Ensure reporting meets quality and deadline requirements.
Process Improvement and Automation
- Review and improve reporting processes.
- Identify opportunities to eliminate, simplify, or automate manual tasks.
- Apply LEAN and continuous improvement principles.
- Improve controls, validation, and reporting accuracy.
- Develop scalable, repeatable reporting solutions.
- Collaborate with stakeholders to implement enhancements and automation initiatives.
Scaling Reporting Across the Client Base
- Develop efficient and scalable reporting solutions.
- Support broader access to customised investment insights.
- Tailor reporting approaches for different client segments.
- Improve proactive communication and insight-led reporting.
- Balance efficiency with quality and relevance.
Broker Engagement and Client Support
As the role evolves:
- Build strong relationships with brokers and internal stakeholders.
- Understand broker reporting and servicing requirements.
- Gather feedback and identify improvement opportunities.
- Assist with interpreting investment information and supporting discussions.
- Contribute to an enhanced broker and client experience.
Measures of Success
Initial Success
- Deliver accurate, high-quality investment reports.
- Build investment and portfolio knowledge.
- Meet reporting deadlines.
- Apply strong quality-control practices.
Developing Success
- Reduce manual processes and increase automation.
- Improve efficiency, scalability, and controls.
- Expand access to customised reporting and insights.
Long-Term Success
- Build trusted broker relationships.
- Enhance broker and client value through quality insights.
- Contribute to a differentiated investment service proposition.
- Help shape the future of investment servicing.
Competencies
Investment and Analytical Skills
- Understanding of investment principles, performance, and reporting.
- Strong analytical and numerical ability.
- Ability to interpret data and communicate meaningful insights.
- High attention to detail and data integrity.
Process Improvement and Innovation
- Curious, improvement-focused mindset.
- Interest in automation, technology, and process optimisation.
- Ability to simplify and standardise processes.
- Understanding of, or interest in, LEAN methodologies.
- Focus on scalable and sustainable solutions.
Client and Relationship Management
- Strong communication skills.
- Ability to engage confidently with brokers and stakeholders.
- Client-service orientation and commercial awareness.
- Ability to build trusted relationships.
- Ambitious, proactive, and accountable.
- Solutions-oriented and adaptable.
- Collaborative and delivery-focused.
- Passionate about continuous improvement and innovation.
Closing Date
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Role Purpose
- To provide an effective and efficient service to clients and intermediaries by receiving, evaluating and responding to queries timeously.
Requirements
- Grade 12 (NQF Level 4)
- 4-6 Year's relevant experience
- Employee benefits experience is essential
- Extensive industry knowledge and product knowledge as well as relevant legislation
- Successful completion of Yenzani training is preferred
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Effective and prompt management of the team mailbox.
- Ensuring effective management of the Credit Control accounts for the Retirement and Risk Book of Business of the team.
- Ensuring effective management of the risk claims accruals of the team.
- In conjunction with the Administration Manager be accountable for the preparation of the Quarterly Admin Reports.
- Assisting with the checking of claims and contribution cycles (recons) as the need arises.
- Taking ownership of queries and ensuring they are resolved timeously and effectively.
- Ensuring adherence to organisational best practice and legislative requirements.
- Adhering to policies and procedures and taking corrective action where necessary.
- Engaging in effective communication and delivering according to Service Level Agreements and providing first time resolution.
- Maintaining a consistent service delivery to ensure client retention and satisfaction.
- Supporting the Administration Manager and client centric model that enables efficient and effective client service.
- Assist on the contact centre as the need arises.
- Resolve complaints effectively within specified time frames and recommend corrective action to resolve the customer's complaint or query.
Competencies
- Accountability
- Attention to detail
- Customer orientation
- Communication with impact
- Organisation and planning skills
- Team player
- Time management
Closing Date
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Role Purpose
- Utilise actuarial skills to assist the business to price medical scheme solutions for an open medical scheme and Use projection models to estimating outstanding claims and to ensure sustainability by monitoring experience, while regularly maintaining the components of the models used for future projections.
Requirements
- Degree in Actuarial Science
- Honours Degree in Actuarial Science (preferred)
- Good progress in actuarial exams (Close to completed A level exam)
- Completed or attempted A311 and F100 or F200 level exams (preferred)
- 5 years' relevant experience
- Relevant pricing experience
- Healthcare pricing and / or benefit design (would be beneficial)
- Proficiency in standard business packages – e.g., Excel
- Proficiency in SQL and VBA (preferred)
Duties & Responsibilities
- Design, development and monitoring health solutions for employer group and retail clients of a large open medical scheme client.
- Assist in running the benefit design process end to end, to ensure input from and consultation with all internal and external stake holders and keeping them informed throughout the design process.
- Assist with ensuring design initiatives for health solutions launch are adequately specified and costed with sufficient information provided on workings for decision makers.
- Ensure readiness for implementation with accurate and complete information shared with implementation and marketing teams e.g. product specifications.
- Ensure monitoring of the design intent post implementation.
- Collaborate and build relationships with product development and segment teams across Momentum Group.
- Assist with annual pricing of the medical scheme solution.
- Assist with estimating outstanding claims (IBNR) and monitoring of current projected experience against budgeted figures.
- Work closely and assure alignment with senior actuarial analyst responsible for projection of experience and pricing.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on 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
- Business Acumen
- Client/ Stakeholder Commitmentc
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Diversity and Inclusiveness
Closing Date
Method of Application
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