New Business Team Leader: Temporary (12 Months) at Momentum Metropolitan Holdings Limited

Requirements
Qualifications:

• Grade 12, Matric (Essential)
• Relevant NQF 7 Bachelor’s degree

Experience:

• 2 - 3 years’ experience in the financial services industry (Essential)
• Of which 1 - 2 years’ must be of people management experience (Essential)
• Insurance industry experience (Preferred)
• Experience within the MDS Sales environment will be an advantage,
• Proficient in Afrikaans and English (both written and verbal) - Essential
• Proficient in Afrikaans (both written and verbal) - Advantage

Duties & Responsibilities

Protection of Business and General Operations:

• Successful management of capturing process
• Manage general operations and infrastructure including but not limited to:
• Optimal connectivity
• Security and safety of People
• Accurate reporting: measure results to continuously improve delivery.
• Daily workflow management and effective resource planning, identification of service failures and problem resolution.
• Manage the implementation of standard operating procedures and uphold good quality and service standards.
• Manage business efficiency through the management and optimisation of people, processes, systems and technology.
• Implement and monitor the application of good governance principles,
• Treat Customers Fairly (TCF), POPIA, FICAA principles and any other legislative compliance requirements.
• Manage escalation process to resolution and identify and fix process inefficiencies.
• Responsible for all area specific training, conjunction with the product houses.
• Ensure all required reporting is completed accurately on a daily, weekly and monthly basis.
• Monitor and evaluate the new business capturing administrative processes for quality and effectiveness and adjust as required.
• Review performance targets in line with business objectives and realities to ensure optimal performance is maintained.
• Create, implement and ensure compliance to the relevant Service Level Agreements (SLAs).
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Adhere to Way of work document.

Partner with Sales Team with a view on Sales Creation:

• Maintain meaningful business relationships with all stakeholders
• Manage and record client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service.
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Make recommendations to improve stakeholder service and fair treatment of clients within area of responsibility.

Culture Leader:

• Architect and enforcer of the culture , performance and capability requirements
• 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. (Game Plan Credo & Partnership Model)
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, high performance and cohesiveness.
• Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
• Effectively manage performance within the team in order to ensure business objectives are achieved.
• Encourage innovation, change agility and collaboration within the team.
• Management and implementation of employee orientated processes:
• Recognition - MDS Elite Programme
• Performance Excellence - lead and engage with employees on set team goals through authentic performance conversations with employees
• Employee Engagement and morale of employees.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Positively influence and participate in change initiatives

Cost Effectiveness:

• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy (curtailing and minimizing potential losses)
• Provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Adhere to risk management, governance and compliance policies in own area, to identify and manage governance and risk exposure liability.
• Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings
• Identify opportunities to enhance cost effectiveness and increase operational efficiency
• Manage financial and other company resources under your control with due respect

Knowledge:

• Extensive financial services industry knowledge (Essential)
• Knowledge of FA practices (Advantage)
• Reasonable knowledge of business-related rules, legislation, regulations and, compliance requirements (Advantage)