Career Opportunities at Momentum Metropolitan Holdings Limited

Role Purpose

To provide an effective and efficient service to clients andintermediaries by receiving, evaluating and responding to queriestimeously

Requirements

• Grade 12 (NQF Level 4)
• 4-6 Year's relevant experience
• Employee benefits experience is essential
• Extensive industry knowledge and product knowledge as well asrelevant legislation

Duties & Responsibilities

• Effective and prompt management of the team mailbox.
• Ensuring effective management of the Credit Control accounts forthe Retirement and Risk Book of Business of the team.
• Ensuring effective management of the risk claims accruals of theteam.
• In conjunction with the Administration Manager be accountable forthe preparation of the Quarterly Admin Reports.
• Taking ownership of queries and ensuring they are resolvedtimeously and effectively.
• Ensuring adherence to organisational best practice and legislativerequirements.
• Adhering to policies and procedures and taking corrective actionwhere necessary.
• Ensuring all risks are mitigated and escalated where necessary.
• Engaging in effective communication and delivering according toService Level Agreements and providing first time resolution.
• Maintaining a consistent service delivery to ensure client retentionand satisfaction.
• Supporting the Administration Manager and client centric model thatenables efficient and effective client service.
• Assist on the contact centre as the need arises.
• Resolve complaints effectively within specified time frames andrecommend corrective action to resolve the customer's complaint orquery.
• Assisting with claims and contribution cycles (recons) as the need arises.

Competencies

• Accountability
• Attention to detail
• Customer orientation
• Communication with impact
• Organisation and planning skills
• Team player
• Time management

go to method of application »

Role Purpose

Provide sourcing services in order to support the business’ current and future resource requirements that will empower the business to achieve its objectives.

Requirements

• Human Resources, Marketing or Business Management Diploma/Degree
• 2-3 Years recruitment/sourcing experience
• Driver’s License
• Experience in financial services industry (preferred)
• 2-3 years experience in a shared services environment
• Experience in digitisation for recruitment (Zoom, MsTeams, LinkedIn)

Duties & Responsibilities

• Collaborate with business stakeholders and HC team to determine sourcing requirements
• Partner with the relevant stakeholders to unpack the technical/core role requirements and ideal candidate profiles in order to effectively attract the right candidates
• Advertise roles through various channels in line with business requirements and relevant standards
• Utilise multiple sourcing tools (LinkedIn, professional associations etc) to source candidate profiles to create and maintain recruitment leads
• Use creative communication techniques to make initial contact with prospective candidates and raise awareness around exciting opportunities at MMH to solicit interest
• Engage potential recruitment leads to create an interest in MMH and the vacancy and build talent pools
• Create and maintain a data base of candidates, applicants and talent pools to effectively track potential candidates
• Proactively engage with potential candidates and maintain relationships for future opportunities
• Contribute to the development of specific sourcing strategies and action plans aimed at building a talent pipeline to enable business to meet its objectives
• Accurately maintain and update recruitment documentation in line with relevant standards
• Manage the full cycle of recruitment process including sourcing, screening, qualifying, interviews, offers etc
• Maintain and promote the employee and candidate experience through the realisation of the MMI Recruitment Practice
• 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
• 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

Competencies

• Business Acumen
• Customer/Stakeholder Commitment
• Drive for results
• Leads Changes and Innovation
• Collaboration
• Impact and influence
• Self-Awareness and Insight
• Diversity and Inclusiveness

go to method of application »

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

12 years experience in a financial advice rendering role (essential) 13 years experience in the financial services industry (desirable) ,Formal qualificationsB Degree in Financial Planning, Business, Finance, Economics or equivalent qualification, Formal qualificationsCertificate of proficiency in Insurance or equivalent qualification.

Duties & Responsibilities

• 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.

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

go to method of application »

Role Purpose

• Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.

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

go to method of application »

Role Purpose

Broker Quotation Consultants are committed, driven, results oriented administrators who are able to work on their own as well as in a team environment writing business via broker channel in accordance with targets laid down by Momentum Insure (MI). Broker Quotation Consultants primarily provide service to brokers in respect of motor and household domestic insurance. They are also expected to introduce other specialist advisers from the Momentum Metropolitan Holdings where appropriate. These include MI Business Insurance and Direct Insurance.i

Requirements

Matric

• Proven track record in the Insurance industry with a knowledge of all aspects of short term insurance (Personal and or Business Insurance)
• Minimum of one year service experience preferably in the short term industry
• Be professional at all times with prospects, clients and other Momentum Group staff
• Capable of competently using Basic Powerpoint, Insurance System, Outlook and Word

Duties & Responsibilities

• Providing quotations for broker and intermediaries within agreed service level agreements. Quoting at least 100 quotes per month
• Assist brokers with factual information to assist them in providing quotations for their prospective clients. Follow up on outstanding information immediately
• Once a quote has been provided to the broker, follow up with broker if policy has been accepted as per Service Charter or SLA
• If quotation is accepted, provide a prepopulated proposal form and advise documentation required
• Obtain completed proposal form and documentation required from the broker or intermediary
• Check that documentation and forms received are correct and forward to pre-gatekeeping
• Complete daily report on quotations done and policies accepted, to monitor activity and conversion rate
• Keep up to date and fully informed on product comparisons with opposition products
• Ensure that you are up to date with all Momentum Insure products and product changes
• Generate interest for and introduce other Momentum specialists to prospects where appropriate
• Where applicable, be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Where applicable, meet continuing professional development objectives as required by the industry
• Maintain appropriate skills and knowledge in order to provide specialist, professional factual advice in all relevant business areas
• Maintain the required dress code and professional appearance

Competencies

• Personal and or Commercial Insurance Short Term
• Compliance and legislation
• Self-motivation
• Business and Product knowledge
• Meeting SLA's
• Meeting daily, weekly, quotations and accepted policy targets
• Ensuring that they understand requirements of their job and have the tools to do it
• Understanding of Momentum Processing systems, Servicing, Claims, Finances, Compliance and Legislation