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  • Posted: Oct 29, 2020
    Deadline: Nov 11, 2020
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    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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    Customer Service Manager - Mafikeng/Vryburg

    ROLE PURPOSE

     

    • Manage the day to day activities of client service delivery through effective people and service management in order to foster client centricity, increased productivity and enable operational excellence.

    REQUIREMENTS

    • Diploma in business management
    • FAIS related qualification or Regulatory Exam (preferred)
    • 3-4 years’ experience managing a sales or service environment in the financial services industry
    • 2 years’ management experience (preferred)
    • Ability to speak African languages or multi-lingual (preferred)
    • Understanding of the relevant legislation (General Code of Conduct for Authorised Financial Services Providers and Representatives, Financial Advisory and Intermediary Services (FAIS), Protection of Personal Information Act (POPI), Long Term Insurance Act, Treat Customers Fairly (TCF, etc.)

    RESPONSIBILITIES AND WORK OUTPUTS

    • Manage the delivery of efficient client service administration processes and procedures.
    • Manage the adherence and compliance to company polices, instructions and relevant legislation within all the client service functions
    • Monitor and manage the achievement of service level agreements to ensure excellence in the client services function.
    • Develop tactical plans to enhance or improve the client experience within the Branch.
    • Coach and guide the Client Services team to effectively utilise client service interactions to improve client retention and repeat business activities.
    • Ensure client information is accurately and timeously captured on the relevant system.
    • Check and approve the relevant documentation to support the client service process in line with business and risk management practices.
    • Manage the execution of client requests within the agreed timeframes, quality standards and legislation.
    • Manage the leads generation and management process through active monitoring, encouragement, reporting and follow-up.
    • Embed the Treat Clients Fairly outcomes in the client service environment as stipulated by the Financial Services Board.
    • Actively manage the client satisfaction index to ensure the satisfaction of the clients.
    • Review and authorise all financial and non-financial transactions processed by the Client Service Consultant
    • Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised.
    • Analyse and report on the status of client services within the branch.
    • Effectively manage time and ensure optimal productivity.
    • 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
    • Provide regular reports on delivery of services against agreed service standards and in terms of overall client targets.
    • Provide authoritative, expertise and advice to clients and stakeholders
    • Build and maintain relationships with clients and internal and external stakeholders
    • Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times
    • Manage the delivery 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
    • 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 MMI 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 in order to ensure business objectives are achieved
    • Encourage innovation, change agility and collaboration within the team
    • Arrange that employees are effectively recognised and rewarded in line with organisational practice
    • Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
    • Control the budget for area, including the authorisation of expenditures (including payments from the service office and implementation of financial regulations.
    • Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
    • Plan and implement a cycle of medium term improvements to drive pricing of services and products.
    • Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
    • 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 REQUIRED

    • Business Acumen
    • Client/ Stakeholder Commitment
    • Drive for Results
    • Diversity and Inclusiveness
    • Collaboration
    • Impact and Influence
    • Self-Awareness and Insight

    DISCLAIMER

    • Only on-line applications submitted via our careers page will be considered.
    • Internal Team Members must inform their manager of their application. Your manager must be aware of and support your application.

    Closing Date: 4 November 2020

    go to method of application »

    Business Sales Administrator

    ROLE PURPOSE

    Responsible for the administration and processing duties, debtors and arrears management including resolving queries, client and broker communication, daily and monthly functions providing professional service within GPF.

    RESPONSIBILITIES AND WORK OUTPUTS

    • New agreements: Load the Debtor and the financial and statutory detail of the loan agreement
    • Renewal and endorsements: find the debtor on the system and select the agreement that you wish to load the renewal/endorsement
    • Once the above has been loaded, send payment reports as well as a recon
    • Credit control and arrear maintenance
    • Prepare Pre Agreement Quotations and Loan Agreements to assist Sales team
    • Handle all queries and assist with general administration duties within the GPF team
    • Responsible to load a new broker and client information
    • Download bank statement from ABSA daily and add all deposits to the deposit schedule. Provide the unallocated deposits to the GPF team. Once clarity is obtained, allocate deposit on system to the correct debtor
    • Bank Account reconciliations and allocation
    • Balance all reports to the Month-End rollover, amend and intercompany reports
    • Responsible for debit order runs and month end reporting and balancing
    • Responsible for broker and insurer payaways, client queries, arrear reports, insurer noting of interest, original document collection via courier
    • Check listings to match debit order schedule, checking deposit schedules and email cash paying clients monthly
    • Bank account reconciliation and allocations
    • Report balancing and month end roll over
    • Return debit order monitoring
    • Cash Flow control and administration
    • Loan Account and deposit matching
    • Send reports on a monthly and weekly basis to management and team
    • Providing professional service to clients
    • Assisting with quotes and information and relevant terms
    • Executing and maintaining necessary administration standards
    • Executing and maintaining best practice compliance and audit criteria
    • Monitoring and following up on new and renewal business
    • Handling and resolving queries and enquiries with brokers and clients
    • Handling process and liaising with relevant parties regarding cancellations, arrears accounts, endorsements.
    • Identifying credit risks and highlighting the need for corrective measures.
    • Enquiring and processing bank reports, credit checks and update insurer and underwriting schedule
    • Insurance Risk Report
    • Transfer funds between GPF and Loan Account
    • Follow up on outstanding documentation
    • Prepare GPF Monthly report in Excel
    • Capturing all deals onto business register
    • Daily credit control
    • Assist Sales team with Pre Agreement Quotations and Loan Agreements
    • Manage and update Loan Account Balance and Presentation Allocation
    • Assisting with marketing strategy and implementation

    COMPETENCIES REQUIRED

    • Attention to detail
    • Collaborative
    • Good communication skills
    • Good planning and organising skills

    EXPERIENCE AND QUALIFICATIONS

    • Matric
    • Certificate, diploma or degree in administration, marketing, finance will be preffered
    • At least 3- 5 years administration experience

    Closing Date: 11 November 2020

    go to method of application »

    Office Manager

    ROLE PURPOSE

    The Office Manager (OM) is pivotal in ensuring overall optimal support and service experience, to internal and external stakeholders, in partnership with the sales team with a view of sales creation. The OM role requires effective leadership of the operations team in order to ensure organisational effectiveness and efficiency through world-class leadership. The Office Manager is expected to spearhead, lead, embrace and create technology adoption with self, team and all stakeholders as well as be responsible for the seamless business continuity in general operations (including infrastructure).

    REQUIREMENTS

    Knowledge:

    • Extensive financial services industry knowledge.
    • Knowledge of administrative policies, procedures and processes.
    • Knowledge of business-related rules, legislation and regulations.
    • Knowledge of relevant regulatory and compliance requirements.

    Skills:

    • Presentation skills
    • Influencing skills
    • Planning and organising skills
    • Communication skills
    • Interpersonal skills
    • Technology savvy
    • Ability to work virtually under the current pandemic
    • Microsoft Office skills

    RESPONSIBILITIES AND WORK OUTPUTS

    Internal Processes

    • Successful management of new business process
    • Manage general operations and infrastructure including but not limited to:
      • Lease management including being concept driver of the branch of the future
      • Optimal connectivity
      • Security and safety of People
    • Accurate reporting, measure results to continuously improve delivery.
    • Daily workflow management and effective resource planning, identification of service failures and problem resolution.
    • Manage the implementation of standard operating procedures and uphold good quality and service standards.
    • Manage business efficiency through the management and optimisation of people, processes, systems and technology.
    • Implement and monitor the application of good governance principles,
      • Treat Customers Fairly (TCF),
      • POPIA,
      • FICAA principles and any other legislative compliance requirements.
    • Manage escalation process to resolution and identify and fix process inefficiencies.
    • Responsible for all area specific training and events which includes RSVP
    • Administrative support to Regional Sales Manager
    • Responsible for all system, process and technology training requirements for all internal and external stakeholders (ability to train)
    • Execution of panel management has to be aligned with our Game plan credo and it expected that person understands the impact of linkage changes
    • Adhere to Way of work document

    Client

    • Maintain meaningful business relationships with all stakeholders
    • Independent Financial Advisor (IFA) contract management process and maintenance
    • Create and enhance brand visibility in the IFA practices
    • Manage and record client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
    • Know IFA practice and productive status level
    • Understanding the role and requirement of the client in the IFA practice
    • Participate and contribute to a culture which 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. (Game Plan Credo & Partnership Model)
    • Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, high performance and cohesiveness.
    • Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
    • Effectively manage performance within the team in order to ensure business objectives are achieved.
    • Encourage innovation, change agility and collaboration within the team.
    • Management and implementation of employee orientated processes:
      • Recognition - MDS Elite Programme programme
      • Performance Excellence - lead and engage with employees on set team goals through authentic performance conversations with employees
      • Employee Engagement and morale of employees
      • Employee wellness

    Finance

    • Control the budget for area of responsibility, including the timeous processing of expenditures and implementation of financial regulations within budget constraints
    • Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy (curtailing and minimizing potential losses)
    • Recording of IFA expenditure on the conflict of interest record keeping tool
    • Provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
    • Adhere to risk management, governance and compliance policies in own 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 REQUIRED

    • Brand Ambassadorship
    • Attention to detail
    • Self-starter
    • Leading and supervising,
    • Business acumen,
    • Professional standards
    • Relating and networking (building rapport and relationships),
    • Change management,
    • Stress tolerance,
    • Flawless and effective communication (written and oral),
    • Delivering results and meeting stakeholder expectations,
    • Teamwork and collaboration,
    • Positively impact and influence on the IFA practice
    • Self-awareness, self-management and insight and ability to apply emotional intelligence
    • Deadline Driven
    • Able to travel as much as the job requires and travel documentation in order

    EXPERIENCE AND QUALIFICATIONS

    Qualifications:

    • Grade 12, Matric
    • Relevant NQF 7 business related tertiary level qualification (advantageous)

    Experience:

    • Proven minimum of two years’ office management experience in financial service industry,
    • Experience within the MDS Sales environment will be an advantage,
    • Proficient in Afrikaans and English (both written and verbal).
    • Valid driver license

    DISCLAIMER

    • The successful candidate will be primarily based at our Momentum Distribution Services office in Polokwane.
    • Only online applications received on our Careers portal will be considered. If you have any issues with submitting your application online, please send an email with your CV attached to MISTalent@momentum.co.za. with the position title in the subject line.
    • Preference will be given to internal candidates.
    • Agency CVs will be considered at the line manager's discretion.

    Closing Date: 3 November 2020

    Method of Application

    Use the link(s) below to apply on company website.

     

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