Current Vacancies at Momentum Metropolitan Holdings Limited

Role Purpose    

• Accurately and effectively analyse and review incoming correspondence and documents and create allocate appropriate workflow task on the workflow system within the service level agreement.

Requirements    

• Grade 12 or equivalent (NQF level 4)
• 2 Years' relevant experience within a financial services environment
• Employee benefits experience.

Duties & Responsibilities    

• Responsible for incoming client calls and following up to request oustanding client information
• lnvestigate and resolve all non-reconciling items
• Draft professional and relevant correspondence to clients
• Attend retirement related meetings to keep abreast of operations within the business
• Submit beneficiary statements to board of trustees for approval when necessary
• lnvestigate client queries within service level agreements and provide clients with timeous feedback
• Resolve and and escalate client queries when necessary
• Build and maintain relationships with clients and internal and external stakeholders
• Make recommendations to improve client service and fair treatment of clients with area of responsibility. Participate and contribute to a culture which builds rewarding relationships, faciliates feedback and provides exceptional client service.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. 

Competencies    

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

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Role Purpose    

• Draft and register legal documents (special rules and policies) of umbrella retirement fund clients as well as resolve related queries.

Requirements    

• Matric
• 1 - 3 Years' employee benefits or other insurance experience would be advantageous
• Previous legal drafting, legal secretarial or paralegal experience in any industry would be advantageous. 

Duties & Responsibilities    

• Accurately draft and maintain special rules and policies
• Ensure that the special rules are registered with the Financial Sector Conduct Authority
• Attend to requests received in central mailbox and ensure that requests are resolved timeously and effectively
• Accurately respond to queries raised by the Financial Sector Conduct Authority
• Maintain consistent service delivery to ensure client satisfaction
• Ensure turnaround times are met as set out in our Service Level Agreement (SLA)
• Maintain extensive Momentum Corporate product knowledge to effectively and accurately respond to queries
• Adhere to organisational best practice and legislative requirements
• Ensure all risks are mitigated and escalated where necessary
• Ad hoc drafting project work

Competencies    

• Excellent communication skills
• Accountability
• Attention to detail
• Ability to work accurately under pressure
• Ability to adapt to change
• Team player

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Role Purpose    

• To lead the integrated marketing campaigns from concept to execution. To manage the end-to-end marketing function (full value chain) for the direct channel and product house by designing, developing and executing the marketing strategy and related marketing programmes and plan. To drive brand awareness and business growth.

Requirements    

• Bachelor’s Degree in Marketing or equivalent qualification
• 5 to 10 years’ experience in Marketing /Communications
• Marketing experience in Financial Services an advantage
• Management and Insurance experience critical
• Excellent verbal and written communication skills 
• Strong project management, multitasking, and decision-making skills 
• Self-Motivated 
• Tenacious problem solver and taskmaster

Duties & Responsibilities    
Internal Processes

• Design, implement, support and drive the marketing and branding strategy, based on knowledge of established objectives for the business
• Develop marketing programs for sales growth and revenue enhancement 
• Engage, monitor, influence and work closely with the full marketing value chain to deliver high quality marketing initiatives
• Drive the development of integrated marketing strategies and campaigns that maximizes the effectiveness of the sales force and business development activities
• Evaluate and monitor competitive products, services and marketing activities and channel these insights into the optimization of marketing initiatives
• Provide input into all supporting media strategies, to maximize the impact of the intended campaign (for the targeted segment market applicable)
• Conceptualize and execute marketing creative
• Work with the creative team in conceptualizing how and when to use marketing materials and capture target audience and brainstorming and working with internal resources to execute new marketing ideas
• Give input to the advertising and digital standards and guidelines for the function, that drives consistency in brand messaging
• Partner and interact with vendors to supply materials supporting marketing concepts
• Collaborate with product development, sales & service, technical marketing, technology, marketing and creative teams to drive the strategy and development of the appropriate marketing and communication solution
• Effectively deliver marketing messaging to target audiences in all marketing channels, including mobile, video, social media, PR etc.
• Drive the development and measurement of marketing metrics that enable effective decision making around revenue growth, market share, marketing intelligence and profitability
• Drive the implementation of communication strategies within the business
• Establish mechanisms to build relationships with existing and prospective clients, intermediaries, shareholders, industry bodies and the community
• Report performance of marketing campaigns, gain insight and assess against goals
• Partner and interact with vendors to supply materials supporting marketing concept

Client

• 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
• Define fair and innovative client service practices which build rewarding relationships and allows team to provide exceptional client service
• Contribute to the design of client journeys that result in a superior client experience
• Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides 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
• 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
• 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

• Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans
• Identify opportunities to enhance cost effectiveness and increase operational efficiency
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies    

• Developing Strategies
• Providing Insights
• Articulating Information
• Generating Ideas
• Directing People
• Examining Information
• Meeting Timescales
• Convincing People
• Building relationship cross-functionally

Closing Date    
2023/08/23