Latest Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• To design, implement and maintain automation solutions that streamline and improve investment operations, reduce manual effort, and support operational excellence through process engineering and digital enablement.

Requirements    
Education & Qualifications

• Bachelor’s degree in Engineering, Information Systems, Business, or a related field.
• Graduate Level role: Exposure to or academic knowledge of process analysis and improvement methodologies will be advantageous.
• Hands-on experience with UiPath, including development and orchestration.
• Strong understanding of business process mapping and documentation techniques.
• Knowledge of Lean, Six Sigma, or other process improvement methodologies is a plus.
• Excellent problem-solving and critical-thinking skills.
• Strong communication and interpersonal skills to engage with cross-functional teams.
• Ability to manage multiple priorities and work independently in a fast-paced environment.

Preferred Qualification

• UiPath certification (e.g., UiPath RPA Developer Foundation/Advanced).
• Experience working in industries such as finance, healthcare, or manufacturing.
• Familiarity with Agile or other project management methodologies.

Technical Knowledge

• RPA Platforms: Power Automate, UiPath, Alteryx, or equivalent
• Workflow & Process Design: BPMN, Lucidchart, Visio
• Data: JSON, Excel, SQL
• Programming/Scripting: Python, VBA, Java, or C# (advantageous)
• SDLC & Agile delivery principles
• Testing, documentation, and change control
• Familiarity with investment processes or systems (e.g., trading, settlement, compliance)

Duties & Responsibilities    
Overview

• Collaborate with stakeholders to identify, analyze, and understand existing business processes across departments.
• Document end-to-end business processes using standardized methodologies (e.g., process maps, flowcharts, SOPs).
• Identify opportunities for process improvement and automation.
• Design, develop, test, and deploy automation solutions using UiPath in line with best practices.
• Work closely with business teams to gather automation requirements and ensure solutions meet business needs.
• Maintain and update process documentation as business needs evolve.
• Monitor, maintain, and optimize existing automation workflows for reliability and performance.
• Train and support end-users on automated processes and UiPath solutions.
• Ensure compliance with governance, risk, and compliance (GRC) requirements related to process automation.
• Apply basic project management principles to effectively prioritise tasks and manage time across multiple deliverables.
• Demonstrate foundational development or technical skills to support problem-solving and allow for assessment of logical thinking capabilities.
• Proactively identify opportunities to simplify and streamline processes for improved efficiency.
• Approach tasks with a logical and solutions-oriented mindset, consistently seeking smarter, simpler ways of working.
• Internal Process
• Identify manual or repetitive processes suitable for automation across investment operations (e.g., onboarding, trade settlement, reporting).
• Design and implement automated workflows using tools such as Power Automate, UiPath, Alteryx, or similar.
• Develop and document automation scripts, dashboards, or logic flows for internal teams.
• Conduct testing and ensure deployment of robust, compliant automation solutions.
• Establish and maintain an automated process library and knowledge base.
• Collaborate with business analysts, developers, operations, and IT to align automation initiatives with broader operational goals.
• Track automation performance, usage, and efficiency gains to ensure ROI.
• Follow IT governance, change control, and audit protocols in all automation projects.

Client Service

• Support internal teams with automation training and solution adoption.
• Engage stakeholders to gather requirements and identify service gaps.
• Continuously improve the user experience of automated processes.
• Respond to feedback and ensure automations align with stakeholder needs.

People & Culture

• Build collaborative relationships with peers and cross-functional teams.
• Contribute to innovation by researching new tools, methods, or frameworks.
• Take ownership of personal growth and development within the automation field.
• Assist in mentoring junior team members or automation users where applicable.

Finance & Efficiency

• Identify and implement cost-effective automation solutions that reduce resource dependency.
• Provide input into project budgeting and resource forecasting.
• Track savings and value-add metrics tied to automation deployments.

Competencies    
Behavioral Competencies

• Analytical Thinking
• Innovation & Initiative
• Attention to Detail
• Collaboration & Relationship Building
• Planning & Execution
• Continuous Learning
• Resilience and Adaptability

Deadline:20th July,2025

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Role Purpose    

• The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.

Requirements    
Qualifications:

• Office administration qualification or Business related (Degree/NQF 7)

Experience:

• 1-2 Year experience in financial service (essential)
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage

Duties & Responsibilities    
Internal processes: Sales and Service Experience

• Demonstrating an understanding of end-to-end processes for various product lines.
• Identify and address processes that do not support business efficiency and ease of operation.
• Have a good understanding of Compliance process adherence and impact of non-adherence.
• Have an ability to present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
• Ensure the new business process is handled end-to-end with minimal need for revisions.
• Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.
• Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements.
• Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager.
• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Consult systems to view progress - those documents pull through correctly.
• Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue.
• Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates.
• Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business.
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Administratively support Consultant on all planned marketing calls - to follow through in support.
• Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
• Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc.
• Capable of being the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
• Ensure that all training interventions are recorded on appropriate reports.
• Provide support to other branches (nationally) when need arises to ensure business continuity.
• Identify and report process and system failures and enhancements to improve client experience.
• Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
• Engages in service center escalations to enhance the customer experience, demonstrates quick thinking, and consistently maintains a positive ambassadorial approach with a can-do attitude.
• Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.

Client Advisor: Stakeholder Engagement

• Ensure all internal and external engagements are conducted in a professional manner.
• Maintain meaningful business relationships with all stakeholders.
• Provide authoritative expertise to clients and stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Supporting MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
• Understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA.

Collaboration and Self-development

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislative knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.

Finance: Business Efficiencies and Effectiveness

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies    

• Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
• Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
• Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
• Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
• Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
• 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.
• Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
• Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.

Deadline:19th July,2025

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Role Purpose    

• Gather, analyse and interpret data from various sources, extract insights in a clear, precise and actionable manner, using easily understandable representation of data for both technical and non-technical audiences.

Requirements    

• 3-year Degree in Information Technology / Information Systems / Computer Science / Information Management / Maths and Statistics.
• National Diploma in IT.
• Applicable technology certification.
• MS PowerBI PL-300 (Advantageous).
• 3-5 years' experience as a data analyst or related field (essential).
• Experience in data analysis and visualisation tools (e.g. SQL, PowerBI, SSRS essential).
• Business acumen.
• Data and statistical modelling.
• Financial modelling.
• Database and/or datap product design.
• Data mining and warehousing techniques.
• BI applications (may be specific to business area).
• Software Development Lifecycle.
• SQL.
• Advanced Excel.
• Data visualisation (dashboarding).
• Data analysis.

Duties & Responsibilities    

• Gather information from various sources, analyse results and interpret patterns and trends.
• Once data has been gathered and interpreted, report back what has been found in an easily accessible and accurate manner, which supports consistent and informed operational, tactical and strategic business decisions.
• Create detailed specifications for data sources, data flows, data transformations, data storage and reporting.
• Interact and collaborate with technical and business stakeholders
• Promote the use of existing enterprise and divisional data standards to enhance data quality, ensure constant compliance and adherence to data governance principles.
• Promote reusability, maintainability, reliability, and scalability in design and development of data solutions.
• Process live and confidential data according to specified guidelines.
• Evaluate changes and updates to source production systems that could impact reporting and eventually business decisions.
• Development and design of professional reports and dashboards to support various stakeholders within the company.
• Testing, debugging and reconciliation of data to source data to ensure data integrity.
• Ensure accuracy and integrity of data and its attribution to costs incurred by business.
• Communicate progress, including easily understandable representation of the data.
• Building models required for the business to guide business, including financial, decisions.
• Perform analysis for business to give them a better understanding of relevant data/trends/behaviour.
• Be pro-active in suggesting opportunities as well as making analytical observations on any aspect that would be beneficial to business.
• Develop and deliver reports, dashboards and data extracts.
• Manage ticket volumes, prioritisation.
• Effective communication.
• Client engagement and relationship building.

Competencies    

• Examining Information.
• Generating Ideas.
• Quality Assurance.
• Articulating Information.
• Providing Insights.

Deadline:22nd July,2025

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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 MMH 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.
• Contribute towards reducing departmental operating costs.

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 organizing.

Deadline:28th July,2025

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Role Purpose    

• Receives disability claims and assesses payment of benefits in accordance with the rules of the fund and in applying clinical expertise.

Requirements    

• Bachelor of Occupational Therapy / Bachelor of Physiotherapy
• Registration with the HPCSA as OT, or Physio
• Successfully completed mandatory Community Service year.

Additional Requirements:

• Role requires travelling to clients, code B license and own vehicle required.
• Understanding of medical conditions and their implication on functional ability, especially relating to job requirements.
• Understanding and knowledge of the group insurance Industry.
• Appreciation of future trends within Employee Benefits.
• Knowledge of current legislation relevant to the industry

Duties & Responsibilities    
INTERNAL PROCESS

• Develop effective relationships with stakeholders at all levels of the organization, including  3rd parties and service providers.
• Monitor customer delivery constraints and escalate exceptions to management.
• Ensure Service Level Agreements are met.
• Identify risks to the company and escalate accordingly.
• Monitor claims received to ensure that duplication does not occur resulting in financial loss to the company.
• Drive and support effective teamwork within the department.
• Engage in appropriate training interventions to promote own professional development.
• Ensure to demonstrate the company's values on a daily basis.
• Adhere to organizational best practice and legislative requirements.
• Ensure effective claims management service delivery and support.
• Perform an efficient and accurate administrative function.
• Identify and investigate all pre-existing conditions.
• Validate all claims, and ensure they are correctly completed and indexed, and no duplication and whether pre-approval has been obtained.
• Adhere to policies and procedures and take corrective action where necessary.
• Ensure all risks are mitigated and escalated where necessary.

CLIENT

• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Managing the client relationship, attend client meetings and facilitate training in respect of claims processes
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and stakeholders
• Positively influence and participate in change initiatives
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Take ownership for driving career development

FINANCE

• Identify opportunities to enhance cost effectiveness and increase operational efficiency
• Manage financial and other company resources under your control with due respect
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies    

• Business Acumen
• Client Commitment
• Drive for Results
• Leads Change and Innovation
• Impact and Influence
• Collaboration and teamwork
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Excellent clinical reasoning
• Proficient in Microsoft Applications e.g. Outlook, Word, Teams, PowerPoint, OneDrive, Power BI etc.

Deadline:28th July,2025