Vacant Jobs at Momentum Metropolitan Holdings Limited

Requirements

• Completed matric
• Qualification in office administration/ related preferred
• Expert proficiency with Microsoft Office in particular MS Teams, Word and Powerpoint
• Proficiency on project management tools/ software preferred
• Ability to design and edit graphic presentations preferred
• At least 5 years’ secretarial experience
• At least 3 years executive PA assistance to a senior leader in a financial/ insurance industry
• High degree of professionalism in dealing with diverse groups of people, including board members, senior executives, staff and other internal and external stakeholders
• Exceptional organizational skills and impeccable attention to detail
• At least 5 years exceptional project coordination and planning experience essential
• Previous experience in managing deliverables with a high level of integrity and confidentiality 
• Duties & Responsibilities
• Work closely with the Head: CRS & Mining Rehab and/ Executive: Cell Captive to keep them well informed of upcoming commitments and responsibilities by following up appropriately. Anticipate CRS & Mining Rehab team needs in advance of meetings, conferences, etc
• Serve as the primary point of contact for internal and external constituencies on all matters pertaining to the CRS & Mining Rehab team, including those of a highly confidential or critical nature. Prioritize and determine appropriate course of action, referral, or response, exercising judgement to reflect CRS & Mining Rehab team style and organization policy
• Coordinate all CRS & Mining Rehab meetings and travelling and assist with staff meetings and events as needed
• Complete a broad variety of administrative tasks that facilitate the CRS & Mining Rehab members ability to effectively lead the organization, including: assisting with special projects; designing and producing accurate and visually stimulating presentations
• Complie accurate and timeous minutes and agendas for meetings, collecting and preparing information for meetings with staff and outside parties; composing and preparing correspondence; maintaining contact lists and making travel arrangements
• When in the office, pro-actively screen incoming calls, correspondence and respond independently where possible
• Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications
• Support the flow of information within the CRS & Mining Rehab office, ensuring that matters requiring their personal attention are handled speedily
• Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within the given timeframes
• Replenish and manage office supplies
• Accurately escalate client complaints and queries to the relevant department
• Ensure records are kept in order and easily accessible
• Collate, compile and distribute documents to the required standards within defined timeframes
• Attend to personal adhoc matters 
• Effectively communicate at all management levels with clients/ 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
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
• 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 check expense claims for authorisation
• Prepare and check invoices and arrange for payments
• Identify solutions to enhance cost effectiveness and increase operational efficiency

Competencies

• Good verbal and written communication
• Organisational skills and the ability to multitask
• The ability to be proactive and take the initiative
• Tact and diplomacy
• Time management and coordination
• Flexibility and adaptability
• Discretion and trustworthiness: you will often be party of confidential information
• Deadline driven

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Requirements

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
• Class of Business 3 and 7 (Preferable)

Skills and Knowledge:

• Relationship building
• Networking
• Good communication
• Computer Literacy  
• Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
• People Management

Other requirements

• Driver’s license and own vehicle

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

Competencies

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Impact and Influence
• Collaboration
• Self-Awareness and Insight

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Requirements

• 2 years’ experience in a sales and/or customer service role
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• Compliance with FAIS Fit and Proper requirements
• Finance or Business related tertiary qualification (desirable)
• Driver’s license and own transport (desirable)

Duties & Responsibilities

INTERNAL PROCESS

• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
• Calculated and advise on tax and legal implications of products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.

CLIENT

• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external 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 provides exceptional client service.
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

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 solutions 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

• Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
• Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
• Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
• Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
• Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
• Meeting Timescales: Strong focus on meeting target and deadlines

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Requirements

• Matric 
• Minimum of 3 - 5 years' experience in the claims operations environment is essential
• In depth understanding of reference price lists and industry standard pricing structure is essential
• Business or management degree or studying towards will be advantageous
• A clinical qualification or extensive clinical knowledge will be advantageous
• High level of proficiency in Healthcare and Medical Scheme administration landscape

Duties & Responsibilities

Operational Management

• Managing the day-to-day operational functions by ensuring Momentum Health Solutions meets and exceeds SLA’s.
• Provide insights into what is driving transactional trends and provide innovative solutions to improving unnecessary volumes into Momentum Health Solutions environment.
• Actively pursue improvement in quality of back-office function processing.
• Oversee enquiry investigations and ensure that responses are comprehensive and well-constructed.
• Participate in regular operational and other forums as required by clients (All Momentum Health Solutions clients).
• Creating a positive working environment and optimise human capital outputs and quality.
• Management of Leave, overtime and productivity for team.
• Performance Management of team.
• Report on monthly / quarterly performance for the area under review as required by Scheme / Internal Stakeholders.
• Manage departmental budgets and employer asset base (hardware, software etc.)
• Ensure functional compliance with the Medical Scheme's Act.

Audit Function

• Ensure that functional area perfects audit findings and where these occur facilitate remediation within timelines agreed with internal/external auditors.

Stakeholder Management

• Drive collaboration with internal stakeholders to ensure optimal value chain service delivery.
• Develop sound relationships with customer in order to foster trust and credibility.
• Attend industry platforms to ensure MH visibility.
• Ensure compliance with internal and external requirements.

Competencies

• Business Acumen
• Client / Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Strategic Thinking
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Growing Talent

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Requirements

• Grade 12 with at least 50% achieved for Mathematics or 60% Mathematical Literacy.
• 2- 4 years claims assessing related experience within a medical aid administration environment.
• Computer Literacy (i.e. E-mail, Word and Excel).
• Ability to interpret and apply scheme rules correctly.
• Thorough knowledge of the MH claims operating system.
• Experience in electronic and paper claims assessing.

Duties & Responsibilities

• Assessing both EDI and paper claims.
• Liaising with external business partners.
• Providing quality written feedback to claims queries.
• E-mail investigations, escalated complaints, and Client service queries.
• Ensure all correspondence is archived and dealt with timeously.
• Provider/member investigation.
• Provider/membership profiling and trend analysis.
• In-depth understanding of various claims processing methods.

Competencies

• Analysis
• Problem Solving
• Attention to detail
• Effective Communication Skills (verbal and written)
• Ability to work in a fast pace and pressurised environment
• Results orientated