Current Jobs at Momentum Metropolitan Holdings Limited

Requirements

• Matric
• MBChB or M Fam Med qualification
• Registered with HPCSA as a Medical Practitioner
• Medical advisory knowledge will be an advantage
• Previous medical advisory experience will be an advantage.

Duties & Responsibilities

• Medical Advisory work, as directed by the Health Risk Management and Client Execution.
• Managing the delivery of clinical input across the business unit.
• Overseeing the effective application of the Health Risk Management clinical policies and protocols across the business unit.
• Training of case managers, pharmacists and/or pharmacist assistants in case forums.
• Attendance of Medical Advisors meetings.
• Relevant work to be done with reference to medical scheme rules and within the parameters of relevant coding rules and Evidence Based Medicine.
• Supporting the development of guidelines and protocols for the Health Risk Management according to the standards prescribed by the Head of Clinical Policy.
• Review of the pathology, radiology and Prescribed Minimum Benefit (PMB) claims and maintenance of the tariff files in conjunction with the coding team.
• Provision of clinical input and presentation of ex-gratia cases on a monthly basis at client Clinical forums.
• Generation and analysis of product specific reports on a monthly basis.
• Management of the benefit design requirements for identified schemes as it relates to clinical input.
• Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.

Competencies

• Interpreting Data
• Examining Information
• Managing Tasks
• Making Decisions
• Providing Insights
• Taking Action

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Requirements

• Grade 12/SAQA Accredited Equivalent (Essential);
• Short-Term Insurance Full Qualification - NQF4 (Advantageous)
• A Procurement and Supply Chain Certificate/Diploma/Degree or studying towards obtaining one (Advantageous).
• 3 - 5 years’ work experience in the Insurance Industry (Essential);
• 3 - 5 years’ work experience in Procurement and/or Supply Chain Management (Essential)
• 3 – 5 years’ work experience in Supplier Relationship Management (Essential)

Duties & Responsibilities

• SRM (Supplier Relationship Management).
• Service Provider Contract Management.
• Improving the ACPC (Average Cost per Claim).
• Implementing new Procurement initiatives.
• Improving Service Provider service delivery.
• Service Provider audits.
• Service Provider complaints management.
• Service Provider fraud investigations.
• Liaise with various industry bodies, service providers, and internal stakeholders (Claims, Underwriters, etc.).
• Improving the B-BBEE TMPS (Total Measured Procurement Spend).

Competencies

• Business Acumen
• Client/ Stakeholder Commitment
• Results & Solutions focused driven
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Networking
• Diversity and Inclusiveness

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Requirements

• Relevant qualification e.g. Degree in Computer Science, Information Management, or Mathematics.
• 2 Years Experience in the data space.
• Working knowledge of relational databases including writing SQL queries.
• Good PC skills, especially in PowerBI, Microsoft Excel and Word
• Knowledge of data modelling, data cleansing, and data quality control techniques
• Numerical and analysis skills
• Verbal, written, and graphical communication skills.
• SQL or any data-related certificate is an Advantage.
• Self-management, including organizational, decision-making, and time-management skills.

Duties & Responsibilities

Provide insights for improved business decision making (Internal perspective):

• Analyse and interpret complex data sets to design and develop Insight/MI reports to support business decisions.
• Develop and maintain data models, dashboards, and reports.
• Audit, analyse and test data collection and transformation processes to ensure quality and correctness.
• Implement and improve data collection processes.
• Stay updated with the latest trends and best practices in data analytic.
• Resolve data related support queries.
• Knowledge of SSIS is required for data conversion and data cleansing
• Experience in PowerBI development is advantageous
• Understand business requirements in a BI context to design data models to transform raw data into meaningful insights
• Create dashboards and interactive visual reports using Power BI
• Ability to identify key performance indicators (KPIs) with clear objectives and to consistently report and monitor the indicators
• Ability to analyse data and to present data in innovative PowerBI reports to aid progress tracking and decision-making
• Convert business requirements into technical specifications for the development of Insights
• Create relationships between various data topics and sources to develop tabular and other multidimensional data models
• Design, develop, test, and deploy Power BI scripts
• Ability to perform detailed analytics on warehouse data to confirm quality and correctness
• Create customize charts and custom calculations as per requirements
• Design, develop and deploy business intelligence solutions as per needs
• SQL querying for best results, use of filters and graphs for better presentation and understanding of data

Engage with practices in a client centric manner improving client growth, engagement and retention (Client perspective): 

• Build and maintain relationships with internal and external stakeholders and engage with these stakeholders in a client centric manner.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders. 

Effectively lead team (People): 

• Positively influence and participate in change initiatives.
• Continuously develop and grow 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 own career development.
• Identify business insights solutions to enhance cost effectiveness and increase operational efficiency

Ensure Efficient and Effective Practice (Finance):

• Manage financial and other company resources under your control with due respect.
• Identifies and escalates potential risks that may lead to increased costs.
• Awareness of own work delivery against cost parameters within the department.

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Requirements

• Matric/Grade 12
• A law degree – preferable but not mandatory, subject to experience in Short-term insurance environment
• 60 FAIS Credits
• Computer literacy(MS Word, Outlook and Excel)
• Minimum 5 years experience, some of which should be in a legal practice environment or insurance recovery & liability environment
• Insurance qualification preferable
• RE qualification
• Intensive knowledge of liability claims and resulting litigation
• Intensive knowledge of recoveries
• Knowledge in administering and handling liability claims and recoveries
• Minimum 5 years experience 

Duties & Responsibilities

• Day to day reporting to the Team Leader
• Handling liability claims in accordance with claims handling procedures
• Facilitating and managing outsourced motor liability claims
• Handling and settling claims within stipulated time frames and as per SLAs / mandates in place
• Entering into settlement negotiations with third parties / third party representatives
• Negotiating with motor assessors, attorneys, other service providers  
• Providing technical advice on litigated matters
• Providing clients / brokers with the highest standard of service
• Providing clients / brokers with feedback on claims progress at all times
• Ensuring diary system is implemented and adhered to at all times
• Ensuring adherence to SLAs / mandates in place with regards to claims from mandated brokers
• Rendering of assistance from time to time with ad hoc tasks

Competencies

• Good interpersonal skills
• Negotiation skills
• Communication skills
• Attention to Detail
• Ability to work under pressure
• Team player
• Good organizational skills

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Requirements

• Degree in investments or completion a qualification related to financial planning (min 120 credits NQF6) (essential)
• Certified Financial Planner (preferred)
• 5-8 Years financial services experiences, particularly in asset wealth management
• 5-8 years of experience in investment marketing arena
• Hold both RE1 and RE5 (essential)
• Strong knowledge of the investment, wealth management industry in South African and international markets
• Knowledge of financial markets and investment and their application to local and international
• Legal knowledge of product wrappers, FAIS, exchange control and financial instruments

Duties & Responsibilities

Implementation and promotion of the strategic Wealth strategies (Internal perspective):

• Implement the Wealth Management value proposition in all MFP practices in the different segmentation of investment advisers.
• Drive adoption on the investment philosophy to empower financial advisers to articulate value to clients.
• Drive adoption on the internal House view fund list.
• Managed strategic partnerships with Momentum Investments, Equilibrium, Momentum Trust, and Momentum Securities to support franchises with the full offering of the wealth value proposition.
• Facilitate the investment advice process with financial advisers to drive adoption to the financial planning tool, advice process and investment proposals to clients.
• Provide guidance on retirement planning, estate planning, tax optimization and other aspects of comprehensive financial planning.
• Continuously monitor Wealth Management portfolios and financial plans, adjusting for evolving investment outcomes and regulatory changes.
• Educate financial advisers on investment strategies, market trends, and financial planning concepts, and maintain regular communication to keep them informed and engaged.
• Execute on Wealth strategies and frameworks across the distribution channel.
• Execute on Wealth strategic initiatives to drive business growth.
• Assist with identifying emerging trends and opportunities in financial technology.
• Ensure support with the client base, risk profiles, and objectives specific to the channel.
• Implement financial planning and advice strategies, philosophies, and processes aligned with respective channel’s goals and objectives.
• Implement standardized processes and best practices for delivering financial advice, ensuring alignment with the business advice strategy, regulatory requirements, industry standards, and organizational goals.
• Support risk management strategies and frameworks for the channel.
• Drive strategies to increase assets under management/advice for the channel.
• Support and execute on the connection between Investment Philosophy, Risk profile, Elite Wealth Process, and advice deployment plan.
• Promote investment behaviour to our advisers based on the Momentum Advice wealth philosophy.

Advice Wealth processes in a channel-specific and client centric manner to contribute to adviser & client growth, engagement, and sound wealth management advice (Adviser & Client perspective): 

• Operate as practice partner to the Wealth Manager to deliver the full Wealth Management value chain through the propositions available.
• Build close relationships with financial advisers and practices; whereby, facilitating investment workshops.
• Manage and connect all the different components of the wealth management investment framework.
• Function as a connection between MFP and Financial Planning practices.
• Assist in contributing to the MFP’s growth target.
• Focus on satisfying the wealth creation, preservation and income needs of clients, as well as the wealth management support service needs of the MFP channel, where applicable.
• Support the client-centric culture throughout the business, emphasizing the importance of delivering personalized, high-quality wealth advice.
• Provide credible and appropriate market wealth insights in collaboration with Momentum Investments with the purpose to enable client growth and retention.
• Work in conjunction with marketing team to support marketing strategies of Adviser practices to build towards wealth growth, engagement, and sound wealth advice.
• Initiate ongoing engagement and marketing activities in support of investment, savings, and wealth management proposition.
• Assist with content creation and marketing for presentations, social media, newsletters, and websites.
• Manage the implementation of the Wealth Management marketing roll-out plans, share information and updates from Wealth Management, and initiate and facilitate sessions on relevant themes in the Wealth space to support and improve the knowledge of the financial advisers on investment marketing opportunities.
• Ensure effective and consistent service delivery and support to external clients.
• Build and retain funds under management.
• Migrate existing assets to focus solutions and influence new business flows into focus solutions.
• Update advisers on fund and market changes.
• Consider the funds positioning and ensure an in-depth knowledge of the funds’ investment philosophy and objectives.

Self-development (People):

• Identify advisor growth and development needs within Wealth Management.

Governance and Monitoring:

• Ensure compliance with regulatory requirements and internal standards are followed.
• Be the custodians of the wealth management philosophy and ensure that investment advice and processes are implemented within MFP and Financial Planning practices.
• Have a strong focus to limit potential investment risks to the business and manage the alignment of practices towards the Wealth Management solutions list and the core model portfolio local and offshore offerings.
• Ensures compliance training and regular audits in conjunction with advice and license specialist.
• Ensures Risk management and Compliance processes are adhered to.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings

Competencies

• Entrepreneurial and commercial thinking
• Presenting and communicating information
• Relating and Networking
• Persuading and Influencing
• Delivering results and meeting customer expectations
• Coping with pressure and setbacks

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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.

Competencies

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

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Requirements

• Matric
• Minimum of 3 years of experiencein Call Centre/ Correspondence department.
• 1 – 2 years of Correspondence and/ or Digital platform experience is an advantage
• Proficient in English and additional languages.
• Excellent communication skills(verbal and written).
• Excellent understanding of the Momentum products and processes.
• Good knowledge of the Oracle Administration system.
• Good knowledge of Excel.
• 3 years industry knowledge a pre-requisite.
• Training skills.
• Business communications skills.

Duties & Responsibilities

• Quality check Random sample of calls and Escalated calls.
• Live QA.
• Quality check preselected calls (based of high call drivers).
• Coaching Agents.
• Take calls to keep up to date with systems products and processes when the need arises.
• Maintain the confidentiality of sensitive information.
• Manage financial and other company resources under your control with due respect.

Competencies

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