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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Requirements
- Matric
- Computer Literacy(MS Word, Outlook and Excel)
- Comfortable with Insurance Systems
- Insurance qualification or studying towards
- 60 FAIS credits
- RE exams for representatives
- At least 10 years of experience in a claims environment
- Intensive knowledge of commercial insurance products and complex claims
Duties & Responsibilities
- Handling /settling non-motor own damage claims in accordance with applicable policies and standard operating procedures
- Handling and settling claims within stipulated time frames and as per SLA’s in place
- Entering into settlement negotiations with clients/Brokers on behalf of Underwriters
- Negotiating with various claims assessors and other related service providers
- Providing Clients/ Brokers with the highest standard of service
- Providing Clients / Brokers with feedback on claim progress at all times
- Ensuring diary system is implemented and adhered to at all times
- Rendering of assistance from time to time with adhoc tasks
- Maintaining and updating reserves
- Attending to payment requests
- Managing outstanding claims volumes
- Timely responses to email and telephonic messages
- Accurate record keeping
- Proper time keeping and task prioritization/ management
- Attending to any other tasks as may be assigned from time to time
- Provide a supervisory function over a defined area within the claims department which shall include among others
- Providing technical advice to the area where required
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Qualifications
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
- Class of Business 3 and 7 (Preferable)
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies, and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
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Requirements
- Diploma in Financial Management or Accounting
- Degree in Financial Management or Accounting (preferred)
- At least 3-5 years’ experience in accounting
Duties & Responsibilities
- Management of the accounting function for Guardrisk Insurance cell captive & contingency policy clients (by portfolio of clients allocated)
- Accurately, efficiently and timely capturing and reporting of transactions of their portfolio of client
- Review and /or prepare payments documents and obtain the necessary source documentation and authorisation to effect payments timely and with the determined service level agreement levels
- Review and approve the general ledger journal allocations based on levels of authority and policy.
- Review all documentation to ensure that the correct level of authority has authorised the document and raise any exceptions with the relevant stakeholder.
- Prepare and review financial transactions and reporting of each client within their portfolio of clients
- Compile and prepare monthly and year end reconciliations of their portfolio of clients
- Identify and report respective accounting or reporting issues
- Investigate and resolve any outstanding queries in relation to accounting issues
- Portfolio support and management/servicing by working closely with the portfolio manager and other colleagues
- Identify and resolve problem sources or escalate to relevant level of authority
- Special Projects assigned with the group
- Meeting company and client accounting, payment and reporting deadlines
- Contribute to the enhancement of systems and processes issues in order to enhance financial management
- 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
- Identify and reconcile discrepancies and problems
- Build and maintain relationships with clients as well as internal and external stakeholders
- Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service within the organisation
- Prepare and provide necessary documentation to complete timely audit both for client and Guardrisk
- 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 internal and external stakeholders and clients
- Make recommendations to improvement client service within area of responsibility
- 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
- Control and track the budget for the various portfolios
- Contribute to the budgeting process and provide the relevant reports and analysis to support the process
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- 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
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Requirements
- Grade 12( Matric)
- Completed or studying towards a degree or diploma (preferred)
EXPERIENCE
- 1-2 Years Call Centre experience of customer service principles and practices. (preferred).
Duties & Responsibilities
- Engage with clients and intermediaries in a professional and client centric manner in order to evaluate and resolve their query.
- Provide clients and intermediaries with the relevant information and documentation as required in line with policy guidelines and within Service Level Agreements to provide incredible client service.
- Adhere to compliance requirements in the service process in line with legislative requirements and serve our clients and intermediaries fairly and in line with our Values.
- Identify and report process and system failures, suggest enhancements to improve client experience.
- Provide authoritative expertise to clients and stakeholders to creating a positive and lasting client experience.
- Live the MMI values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.
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Requirements
- Aged between 18 and 25 years (including turning 25 in 2025).
- Able to speak, read and write English.
- Passed Matric with:
- English
- Maths or Accounting
Duties & Responsibilities
INTERNAL PROCESS
- Take ownership of all client service processes and requests ensuring that it is resolved timeously and effectively.
- Provide relevant information and documentation as requested, inline with relevant guidelines.
- Adhere to all relevant legislative/compliance requirements.
CLIENT
- 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.
- Applicants cannot be committed to another learnership at time of application or have participated in a learnership before.
- Applications that do not have an ID and Matric results attached will not be considered.
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In this role, the candidate will:
- Develop expertise in terms of professional, industry and legislation knowledge.
- Develop an understanding and knowledge of IFA practice (Practice Insights).
- Gain experience working with adviser networks and understanding of the management and functioning of corporate clients.
- Gain experience in Key Account management.
- Become familiar with investment and insurance products and solutions as well as advice across various product lines. (Generalist –; Risk, Savings & Investments and Short-Term Specialist support –; Health & Employee Benefits)
- Take ownership for their own driving career development.
Requirements
Experience and Qualifications:
- Completed a degree in Finance, Business Management, Marketing, Project Management or a related field.
- Proficiency in MS Office suite including excel etc.
- Previous internships or part-time roles in finance, sales, or marketing are advantageous.
Responsibilities and Work Outputs
- Analysis of data requests from Key Accounts, understanding of data products and developments in data provision from Product Houses, coordination of delivery of data in secure and efficient format.
- Analysis of data integration requests from Key Accounts, understanding of prioritization of integration development work and contribute to the preparation of business cases for integration.
- Direct coordinate and oversee implementation of operational changes from Key Accounts.
- Analyze and investigate queries from Key Accounts or internally, and coordinate with Product Houses and oversee resolution.
- Assist with data analysis using key account reports and create Key Account engagement packs for meetings.
- Support Key Account Managers in implementing action plans per key account, collating metrics, and reporting on key deliverables.
- Assist with managing profiles per Key Account for communication with internal stakeholders.
- Assist Key Account Managers with coordinating and managing engagements with regional teams across the country
- Support key account new adviser onboarding ensuring process efficiency and great adviser experience.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Support the team in delivering on service level agreements made with clients and internal and external stakeholders and ensure that client expectations are managed.
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Requirements
- BA degree/Comms Degree/ Learning & development or related
- Project Management Certification is an added advantage
- Digital learning experience is an added advance
- At least 5 years’ experience in learning & development
- MS Word, Excel and PowerPoint proficient
- Experience in learning and development
- Proficient in project-management/ event coordination
Duties & Responsibilities
- Build and maintain positive relations with the management teams and staff in the GUARDRISK Division to provide outstanding, effective and efficient Learning & Development services and regular feedback
- Accountable for the implementation of value-add Learning & Development practices including Team leader Development, soft-skills
- Participate in the design and develop learning curriculums for various roles within Guardrisk
- Identify learning needs, problem areas, and recommend learning solutions
- Assess application and integration of learning into the workplace and provide support to staff where applicable
- Provide management information and statistics on the state of training in the service areas
- Create and deliver training programmes focused on workplace learning and adult learning methods that is based on employee needs, business priorities and best practice
- Design & Conduct outcomes-based learning material and assessments
- Provide input for improvements and enhancements to the Development team
- Implement and maintain quality assurance principles and processes for learning at GR
- Stay abreast of best practices and/or new developments in Learning and Development disciplines and drive adoption as deemed appropriate
- Participate in Momentum Group wide relevant Learning and Development forums
- Engage in continuous learning about digital learning and project management trends, tools, and methodologies to contribute fresh ideas and innovative solutions to the team
- Build and maintain relationships with clients and stakeholders
- Deliver on service level agreements made with clients and stakeholders to ensure that client expectations are managed
- Ensure high client service levels and the 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
- Monitor external and internal client feedback to analyse, interpret and adapt the quality of the client experience
- Ensure satisfactory resolution of all queries
- Observe and listen for concerns and questions during the delivery, take action when appropriate and communicate to the L&D & OD Manager
- Monitor the budget for area, including to ensure invoices are checked against SOW, signed and captured for payment and then captured on the GR learning budget spreadsheet sheet. Identify solutions to enhance cost effectiveness and increase operational efficiency
- Manage materials and venue according to budget Work closely with LD & OD Manager and skills development specialist to ensure spending is aligned to SDF and training budget
- Identify, control and escalate potential risks which may lead to increased costs, with the aim of delivering on skills development propositions
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Requirements
- Matric/Grade 12
- NQF 5 as required/ equivalent qualification and or FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
- FAIS Regulatory examination for Representatives (RE5) and (RE1) for Key Individual
- If you are registered for one Class of Business (Personal or Commercial), you are required to have 12 CPD (continuous professional development) points. If you are registered for two Classes of Business (Personal plus Commercial), you are required to have 18 CPD points.
- 5 Years' experience in Sales (Short Term Insurance)
- 3 Years' experience in Managing staff in a short-term industry
Duties & Responsibilities
- Driving profitable sales volume of all Momentum Insure products
- Achieve an excellent, consistent customer experience across channel
- Implement sales plans, budgets, and accelerated growth strategies:1. Addressing sales to the external market2. South African and public sector markets3. Maximise channel effectiveness
- Apply a deep understanding of Provincial client and competitive markets and needs to execute on initiatives that will lead to greater market penetration
- Communicate the sales distribution strategic objectives, plan, and operating model to stakeholder
- Accountable for establishment of a fast and efficient lead management process
- Ensuring effective resourcing, development, performance management and retention plans are in place for sales team
- Run collaborative meetings for retail sales
- Collate provincial specific retail tied sales information and compile relevant reports to respective stakeholders
- Ensure effective risk management and governance of Momentum Insure sales.
- Key individual Momentum Insure –; management oversight of the sales activities, including the performance of compliance function, specifically with respect to FAIS and the product categories for which Momentum Insure are licensed, and represent the Sales Team during compliance monitoring visits
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Requirements
- Relevant Bachelor’s degree required (sales, marketing or related field)
- FAIS complaint KI qualification will be advantageous and a requirement within 6 months of being appointed in the role
- 3-5 years’ experience in the retail industry preferred,
- Proven track record in industry related sales management and recruitment of advisers will be an advantage
Duties & Responsibilities
Implement tactics to develop and maximize the MFP network new business while maintaining client relationships (Internal)
- To manage and grow new business volumes within the respective branch through the allocated agents within the branch, the appointment and vesting of new agents, whether New to the Industry (NTI)or New to Momentum (NTM). (all products)
- To manage and grow existing portfolios of clients (cross and upsell) within the respective branch through the allocated agents and ensure a Long-Term persistency of >90% for all products. (all products)
- To continue to grow and retain the footprint of the branch by actively recruiting NTI and NTM advisers into the branch
- Ensure compliance with FAIS and related legislation at all times, in all aspects of the business
- Manage expenses within allocated budget
- Act as the primary communication channel between Momentum and the allocated advisers in the branch.
- Manage leads/prospects allocation conversion and follow ups.
- Ongoing motivation, communication and inspiration to allocated agents within the branch to create an environment of over achievement, trust and care.
- Manage the relationship and engagements with advisers within respective branch.
- Responsible for assisting the Provincial Head in the implementation of the Strategic goals i.e. myriad, vertical integration and other relevant allocated tasks;
- Responsible for adoption and driving the usage of digital platforms and tools
- Be the custodian of the MFP Culture in the branch
- Develop plans and tactics for the achievement of sales targets through opening new markets/demographics
- In partnership with Advice Manager, enable and drive the supervision process for all advisers under supervision
- Actively drive Business Continuity by ensuring all practices have formal succession plans in place and practices transition effectively and sustainably
Engage with financial advisers in a client centric manner, improving client growth, engagement and retention
- Engage with internal and external stakeholders to identify opportunity for growth and provide relevant sales support what does this mean?
- Build and maintain relationships with advisers to deliver on service level agreements Not sure what this means
- Execute a compelling and motivational rewards and recognition strategy aimed at advisers
Effectively lead the team
- Create a positive work climate and culture to energise employees, minimise work disruption and maximise employee productivity
- Demonstrate exemplary leadership behaviour in line with vital behaviours through personal involvement, commitment and dedication in support of organisational values
- Engage in own development path and also ensure that all FAIS and Compliance Training for Advisers is up to date and necessary maintenance of CPD points
Ensure Efficient and Effective Business/Practice
- Support the Momentum Financial Planning and advice strategy
- In partnership with Advice manager, support compliance in line with relevant strategy
- In partnership with Advice manager, implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure much of the same???
- In partnership with Advice Manager, investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings much of the same
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Requirements
- Minimum Diploma (NQF level 6) in human resources, learning and development and related
- At least 1-2 years in a learning and development or HR environment
- At least 1-2 years administrative experience in an insurance or financial services environment
Duties & Responsibilities
- LD &OD administration
- Conduct thorough training needs analysis
- Schedule training interventions according to training calendar
- Assist in LD &OD coordination and monthly reporting
- Manage room bookings, catering and facilities requirements
- Coordinate onboarding processes for new employees
- Coordinate with HR teams and business stakeholders to collate information required for skills development reporting and administration
- Support the GR SDF in fulfilment of the requirements of the National Skills Development Strategy (NSDS) and INSETA sector skills plan (SSP) by collaborating with the HR team to accurately record and maintain supporting documentation
- Support and track the implementation of the WSP monthly to ensure the continued measurement and achievement of the plan
- Support the Guardrisk SDF to build quality relationship with the divisional Skills Development Facilitators, INSETA, service providers and other stakeholders
- Accurately capture information on templates and systems to ensure data is readily available and enables GR SDF principles
- Ensure all documentation complies with the requirements of the Skills Development Act, Skills Development Levies Act, INSETA, and other regulative bodies and legislation
- Provide authoritative, expertise and advice to clients and stakeholders
- Build and maintain relationships with clients and internal and external stakeholders
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
- Make recommendations to improve client service and fair treatment of clients within area of responsibility
- 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
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Manage financial and other company resources under your control with due respect
Method of Application
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