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  • Posted: Jul 31, 2023
    Deadline: Aug 7, 2023
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  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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    Client Services Administrator (Temporary) - Centurion

    Role Purpose    

    • Accurately process retirement fund member's data and provide fund administration services within agreed service levels.

    Requirements    

    • Matric
    • 2 years' experience in Employee Benefits administration

    Duties & Responsibilities    

    Accurately complete member and risk contribution reconciliations

    Investigate and resolve all non-reconciling items

    • Monitor the monthly risk premium payments to respective insurers in line with agreed timelines
    • Ensure all risk processes are updated to member records and reconciled weekly
    • Check and approve late payment interest calculations
    • Draft professional and relevant correspondence to clients
    • Prepare and submit accurate reports on the status of the Retirement Fund administration
    • Attend retirement related meeting sto keep abreast of operations within the business
    • Receive and review claim documentation in order to ensure that they are complete andaccurate
    • Follow up with clients on outstanding information
    • Submit beneficiary statements to board of trustees for approval when necessary
    • Process and pay claims as perservice level agreements with clients
    • Prepare and submit monthly reports
    • Investigate client queries within service level agreements and provide clients with timeous feedback
    • Resolve and escalate client queries when necessary
    • Build and maintain relationships with clients and internal and external stakeholders
    • Deliver on service level agreements made with all clients and stakeholders in order to ensure 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
    • Provide regular reports on deliveryof services against agreed servicelevel agreements and in terms of overall customer targets

    Competencies    

    • Attention to detail
    • Accountability
    • Customer orientation
    • Planning and organizing skills

    Closing Date    
    2023/08/04

    go to method of application »

    Client Service Administrator: Learnership - Centurion

    Role Purpose    

    • Are you currently unemployed? Are you seeking an opportunity to develop your potential and create a bright future at an industry leading insurer? Are you a dynamic, self-starter who is passionate about client service? This is the opportunity for you! We have an exciting Service Consultant Learnership available at Momentum Corporate, commencing 1 September 2023.
    • What is a Learnership? A Learnership is a structured programme that provides an opportunity for you to gain theoretical knowledge and practical experience in the workplace. Our Learnership programme will enable you to obtain a Service Consultant NQF Level 4 qualification which is INSETA recognised. Being a part of our Learnerships opens you up to career paths such as Pension Fund Administrator, Client Service Administrator, Service Consultant etc. Although completion of the Learnership does not guarantee full time employment, it allows invaluable experience for you to kick-start your career! Should you be successful, you will be employed for a period of twelve(12) months, with a monthly stipend.

    Requirements    

    • Only South African citizens aged between 18-25 are eligible to apply.
    • Applicants must have passed Grade 12 with a minimum of 50% in English, Pure Maths, Maths Literacy or Accounting will be advantageous.
    • Applicants cannot be committed to another learnership at time of application or have participated in a learnership before.

    Additional Information:

    • Please note that we will not accept any emailed applications, all applications should be submitted online. If you require any further information, please contact the recruiter. You can expect feedback on your application within 4 weeks of the closing date.

    Duties & Responsibilities    
    INTERNAL PROCESS

    • Take ownership of all client service processes and requests ensuring that it is resolved timeously and effectively.
    • Provide relevant information and documentation as requested, in line with relevant guidelines.
    • Adhere to all relevant legislative /compliance requirements.

    CLIENT

    • Build and maintain relationshipswith clients and internal andexternal stakeholders.
    • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.

    Competencies    

    • Client service orientation
    • Teamwork
    • Time management skills
    • Attention to detail

    Closing Date    
    2023/08/07

    go to method of application »

    Client Service Administrator: Learnership - Cape Town

    Role Purpose    

    • Are you currently unemployed? Are you seeking an opportunity to develop your potential and create a bright future at an industry leading insurer? Are you a dynamic, self-starter who is passionate about client service? This is the opportunity for you! We have an exciting Service Consultant Learnership available at Momentum Corporate, commencing 1 September 2023.
    • What is a Learnership? A Learnership is a structured programme that provides an opportunity for you to gain theoretical knowledge and practical experience in the workplace. Our Learnership programme will enable you to obtain a Service Consultant NQF Level 4 qualification which is INSETA recognised. Being a part of our Learnerships opens you up to career paths such as Pension Fund Administrator, Client Service Administrator, Service Consultant etc. Although completion of the Learnership does not guarantee full time employment, it allows invaluable experience for you to kick-start your career! Should you be successful, you will be employed for a period of twelve(12) months, with a monthly stipend.

    Requirements    

    • Only South African citizens aged between 18-25 are eligible to apply.
    • Applicants must have passed Grade 12 with a minimum of 50% in English, Pure Maths, Maths Literacy or Accounting will be advantageous.
    • Applicants cannot be committed to another learnership at time of application or have participated in a learnership before.

    Additional Information:

    • Please note that we will not accept any emailed applications, all applications should be submitted online. If you require any further information, please contact the recruiter. You can expect feedback on your application within 4 weeks of the closing date.

    Duties & Responsibilities    
    INTERNAL PROCESS

    • Take ownership of all client service processes and requests ensuring that it is resolved timeously and effectively.
    • Provide relevant information and documentation as requested, in line with relevant guidelines.
    • Adhere to all relevant legislative /compliance requirements.

    CLIENT

    • Build and maintain relationshipswith clients and internal andexternal stakeholders.
    • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.

    Competencies    

    • Client service orientation
    • Teamwork
    • Time management skills
    • Attention to detail

    Closing Date    
    2023/08/07

    go to method of application »

    Retirement Fund Administration Manager - Sandton

    Role Purpose    

    • Responsible for the planning, management and control of the administration department through operational execution of the client service strategy to ensure effective and consistent client experience.

    Requirements    

    • 6 - 8 years experience in the financial services industry 
    • 2 - 3 years people management experience 
    • Retirement Fund industry experience
    • Grade 12 or equivalent qualification
    • Related qualifications/Degree

    Duties & Responsibilities    

    • Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
    • Monitor and evaluate operational processes for quality and effectiveness and make adjustments as required.
    • Manage a comprehensive client service function, ensuring timeous and accurate service delivery.
    • Workflow management: Daily workflow management and effective resource planning. Problems identified & resolved. Service Level Agreements adherence and production statistics.
    • Reporting: Deliver quality and meaningful reports on client service within agreed timeframes. Identify and report new trends in the market. Identification and reporting of system related problems.
    • Review performance target in line with business objectives and realities to ensure optimal performance is maintained.
    • Customer engagement/retention: Engagement/retention of clients within current portfolio.
    • External Customer Satisfaction: Effective and consistent service delivery and support to external clients in line with company values and TCF principles.
    • Internal Collaboration: Effective and consistent service delivery and support to all internal clients.
    • Define service practices which build rewarding relationships, encourage innovation and allow others to provide exceptional client service
    • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
    • Create a positive work climate and culture.
    • Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
    • Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
    • Effectively manage performance within the team in order to ensure business objectives are achieved. 
    • Encourage innovation, change agility and collaboration within the team.
    • Implement sound financial controls and monitor and manage expenditure relative to budget.
    • Take responsibility for the unlocking of operational efficiencies.
    • Implement risk management, governance and compliance policies in own practice area.
    • Manage governance and risk exposure liability.

    Competencies    

    • Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively.
    • Making Decisions: Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions.
    • Directing People: Is comfortable leading people coordinates and directs groups seeks to control things.
    • Resolving Conflict: Is comfortable calming upset people handles angry individuals well is focused on resolving conflict and arguments.
    • Embracing Change: Copes with change and variety tolerates uncertainty and ambiguity adapts to new challenges.
    • Understanding People: Shows empathy and compassion attends and listens to people is attentive and understands the motivation in others.
    • Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
    • Taking Action: Takes action to make things happen uses initiative to start things up shows drive and invests personal energy.

    Closing Date    
    2023/08/02

    Method of Application

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