Vacant Positions at Momentum Metropolitan Holdings Limited

Experience

• 5 – 8 years’ leadership/management experience in healthcare and or insurance environment and or managing in similar operational environments.
• Proven analytical and problem solving skills through system driven projects.
• A sound understanding, interpretation and application of scheme rules and service level agreements.
• Sound knowledge of the scheme rules and processes.
• Solid experience in the Healthcare Administration Industry.
• Comprehensive knowledge of the clients service provider network (SPN) business model.
• Sound knowledge of industry trends.
• Solid experience in project management.

Duties & Responsibilities

PROCESS

• Improve the implementation of policies and standard operating procedures by streamlining processes and enhancing efficiency.
• Enhance the accuracy and validity of indexing and routing of documentation by implementing thorough verification protocols and quality assurance measures.
• Identify areas for process improvement within the correspondence management function and make recommendations to optimize workflows and enhance overall effectiveness.
• Deliver accurate and insightful management reports and analyses that provide valuable information to support strategic decision-making.
• Ensure timely delivery of segment reporting, key performance indicators (KPIs), and operational reports, accompanied by comprehensive analysis and meaningful insights.
• Submit accurate and relevant reports to ensure the provision of appropriate information for informed decision-making.
• Stay updated on trends, legislation, and best practices within the medical field to optimize service offerings and improve service delivery.

CLIENT

• Provide authoritative expertise and advice to clients and stakeholders, offering valuable insights and guidance.
• Establish and maintain strong relationships with clients, as well as internal and external stakeholders.
• Contribute to the negotiation and monitoring of objective and realistic service level agreements,recommending adjustments as necessary.
• Define and implement service practices that foster positive relationships, encourage innovation,and enable exceptional client service.
• Ensure the fulfillment of service level agreements made with clients and stakeholders to effectively manage client expectations.
• Identify opportunities for improving client service and advocate for fair treatment of clients within the scope of responsibility.
• Promote a culture that prioritises rewarding relationships, facilitates feedback, and consistently delivers exceptional client service.

PEOPLE

• Cultivate a positive work climate and culture that energizes employees, provides purpose to their work, minimizes disruptions, and maximizes productivity.
• Exemplify leadership behavior by actively engaging, committing, and dedicating oneself to organizational values.
• Recruit and select highly qualified talent by Employment Equity principles and organizational values.
• Promote a best-practice culture that encourages continuous learning, improvement, and team cohesion.
• Foster a culture of knowledge sharing among team members, actively sharing successes, issues,trends, and ideas.
• Implement effective workforce planning practices to accurately forecast staffing requirements.
• Identify and address employee growth and development needs, scheduling interventions forongoing training and personal growth.
• Manage team performance effectively to ensure the achievement of business objectives.
• Encourage innovation, change agility, and collaboration within the team.
• Support the development of the team's capabilities to strategically partner with the business and provide innovative solutions.

FINANCE

• Thoroughly review departmental budgets contributing to the consolidated budget, providing insights into variances and conducting trend analysis.
• Proactively engage with the business to forecast expenses and identify solutions to improve cost-effectiveness and operational efficiency.
• Effectively manage high-risk and problematic financial issues within the area of accountability and contribute to policy development.
• Implement and oversee financial risk methodologies, techniques, and systems to monitor and report on financial activities.
• Implement and evaluate the effectiveness of financial policies, practices, and procedures to ensure compliance and prevent illegal, unethical, or improper conduct.
• Enforce risk management, governance, and compliance policies within the area of practice,identifying and managing potential liabilities.
• Investigate reported instances of non-compliance with organisational policies and practices,providing detailed findings and recommendations.

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Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• 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.

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Requirements

• Matric is essential.
• Insurance experience in both personal and commercial lines insurance for at least 5 years of which 3 years were in aleadership position within the investigations department.
• Leadership, management, or Insurance related studies will be beneficial.
• Experience with People and workflow management essential.

Duties & Responsibilities

• Manages daily operational delivery within the investigations area.
• Allocate and review claims allocated to investigators.
• Meet the minimum performance requirements and manage operational expenses.
• Conduct final interviews on problematic claims.
• Handle complaint/queries arising from claims validations or outcome of claims han dled by investigator.
• Report monthly on progress, successes, and failures of the team to stakeholders.
• Enhance service delivery within the claims department.
• Identify and report all risks identified that may impact the department or the company in general.
• Manage employee wellbeing and morale and other people management processes ( such as Recruitment, Performanceand Talent management).
• Accountable for management of work volumes and workflow.
• Establish and maintain relationships with both internal and external stakeholders.
• Effectively build, maintain, and manage relationships with clients, brokers, service providers and business partners.
• Can take accountability for the implementation of an operational project.
• Extensive experience in day to day management.
• Identifies, proposes solutions and actions to workflow trends.
• Contribute to the optimizing of work practices and procedures.
• Personal management and effectiveness (Accountable for delivery through own efforts).
• Collaborates effectively with other departments and/or stakeholders to achieve results.
• Individually accountable for managing own time, tasks and output Individually accountable for managing own time, tasks and output quality.
• Makes increased contributions by broadening individual skills. 
• Effective team player. 
• Quality Assurance.
• Adheres to high service and quality standards. 
• Live the Momentum values. 

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Requirements

Qualifications:

• 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal(essential)
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
• CFP® is an advantage.

Experience:

• 3 to 5 years’ financial service industry experience (desired)
• 1 to 3 years relevant sales experience (essential)
• Experience in Momentum Myriad and Investo products is an advantage
• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
• Knowledge of financial services industry and insurance products (desired)

Knowledge:

• Knowledge of the financial services industry.
• Knowledge of relevant legislation.
• Knowledge of the sales process.
• Relevant product knowledge.

Duties & Responsibilities

Engage:

• Be visible to the IFA in order to understand their needs and drive their value proposition
• Visit the IFA and IFA office based on a defined plan and deliver a message
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings

Enthuse:

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors

Educate:

• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes

Enable:

• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes
• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required

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Requirements

• Associate or newly qualified actuary
• Minimum 4 years of experience in financial services
• Experience with guaranteed annuity types of products
• Understanding of pricing and valuations of life insurance or annuity products
• Experience with Risk Agility and Power PI will be an advantage
• Attention to detail is a critical skill
• Technical excel and modelling skills are critical

Duties & Responsibilities

Responsibilities and work outputs

• Understand and manage the pricing models for guaranteed annuities and structured solutions.
• Collaborate with the valuations teams to understand and unpack the reserves and value of business for these products.
• Collaborate with the asset manager teams to understand the impact of changing circumstances on pricing models.
• Provide deep insight into all assumptions and models affecting the products.
• Monitor the business mix and actual versus assumed parameters in the pricing models.
• Provide feedback to management on all issues related to these products when relevant.
• Apply judgement in pricing that balances all stakeholders when special quotes are requested.
• Provide support as a subject matter expert to internal and external stakeholders.
• Support the implementation teams for any changes from a system and experience perspective.
• Keep abreast of market and regulatory changes and opportunities afforded by these changes.
• Keep updated on the state of competitor products and pricing models.
• Monitor the experience of existing solutions as an early indicator of success / warning of changes required.
• Ensure the integrity of the data and propose solutions where processes should be updated.
• Provide input into analysis and business insights.
• Present solutions and proposals to governance forums including the product managementcommittee, Manco, Excos, etc as required.
• Make recommendations for improvement within area of responsibility.

Self-management and teamwork (People)

• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback andpromotes excellence.
• Develop and maintain productive and collaborative working relationships with peers, clients andstakeholders.
• 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 newideas.
• Take ownership for driving career development.
• Effectively manage time and ensure optimal productivity.
• Ensure technical product and legislative knowledge is always current in order to propose the mostrelevant and innovative client solutions and comply with governance requirements.
• Be self-confident, self-motivated and relentlessly pursue targets and goals.

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Requirements

• Registered Nurse with Degree or Diploma (General, Psychiatric and Midwife), is essential.
• Registration with the SANC, on application.
• Matric certificate, isessential.
• At least 5 years post graduate clinical experience.
• At least 3 years Managed healthcare/ Medical Aid industry/HRM/ experience (in Case Management, Wellness, Chronic and Disease Management), is essential.
• Strong knowledge of relevant managed healthcare legislation, SAMS Tariffs, Clinical coding, NHRPL and guidelines.
• Training or coaching qualifications/experience, highly advantageous.
• Good knowledge of the Oracle system is advantageous.

Duties & Responsibilities

• Quality random assessment on a sample percentage of various activities performed by the HRM team.
• Identify clinical and any relevant training needs for team members and draw up training plans in collaboration with HRM Team Leaders.
• Conduct development programme and provide feedback to HRM leadership throughout the process.
• Provide comprehensive feedback to the team (group or individual) on assessments outcome, focusing on areas of improvement.
• Coaches the HRM team on Products, Systems and Processes for improved service delivery.
• Analysis and collation of relevant reports.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Ensure that confidentiality on sensitive information is maintained throughout the process.

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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
• 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)

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.