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  • Posted: Jan 4, 2023
    Deadline: Not specified
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    Metropolitan part of Momentum Metropolitan Life Limited, is an authorised financial service (FSP 44673) and credit provider (NCRCP). With a legacy of over 120 years, Metropolitan has been serving and empowering South African communities with accessible financial solutions through the best and challenging times. As one of the largest financial services co...
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    Broker Administrative Intern

    Role Purpose

    Accurately capture data and process all the administrative tasks to support the sales process according to agreed standards and turnaround times.

    Requirements

    • Grade 12 or equivalent qualification.
    • 1 year post Matric Qualification.
    • Must be unemployed.
    • Must be an SA citizen.
    • Must be between the age of 18 - 35 years.

    Duties & Responsibilities

    • Accurately capture and check new business documentation for errors and completeness.
    • Collate, compile and distribute documents to the required standards within defined time-frames to relevant stakeholders.
    • Attend to all queries in a professional and friendly manner in order to provide an excellent client experience.
    • Screen and route all calls received to appropriate parties.
    • Escalate faults and other housekeeping issues with the relevant stakeholders.
    • Distribute documentation to the relevant stakeholder within the agreed timeframes.
    • Perform all administrative tasks to agreed standards and ensure proper controls are kept for new business applications.
    • Provide feedback to relevant stakeholders and managers on trends, practices and breaches as per compliance requirements.
    • Keep record and provide feedback of operational metrics related to new business requests (e.g number of requests, status of requests etc.) as and when needed.
    • Keep abreast of technical product and legislative knowledge in order to advise on the most relevant and innovative client solutions, complying with governance requirements.
    • Timeously complete all administrative and reporting duties, including sales and marketing data tracking, feedback etc. related to the role within the agreed timeframes.

    Competencies

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

    Method of Application

    Interested and qualified? Go to Metropolitan on metropolitan.erecruit.co to apply

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