Job Opportunities at Momentum Metropolitan Holdings Limited

Role Purpose    

• Build, strengthen and maintain relationships with various union organisations, clients, independent financial advisors and Momentum Financial Planners and act as key contact to stakeholders regarding queries, products and services.

Requirements    

• Matric/Grade12 or equivalent
• A financial or legal qualification will be an advantage
• Business related qualification
• RE 5 will be an advantage
• 3 - 5 years experience in a client engagement with exposure to unions
• Valid Driver's license and own car
• Sales or client service environment with proven knowledge of union engagement principles and practices
• Good understanding of how unions work is essential 
• A minimum of 3 years Health servicing and marketing experience to Unions is essential
• A successful track record in marketing and servicing of Health products to Unions is essential
• Exposure to the health insurance and or insurance industry
• Must have previous experience with interacting with Unions at various levels (general members, shop stewards, Regional/national secretaries etc)
• Must be prepared to travel
• Experienced and competent presenter
• Written and verbal communication
• Knowledge of additional African languages is desirable
• Knowledge of Health Industry is essential
• Influencing skills
• Planning and organising skills
• Interpersonal skills Relationship building and management skills Networking skills
• Sound knowledge of products, policies, procedures and processes
• General knowledge of all business related rules and regulations
• Relevant regulatory and compliance requirements

Duties & Responsibilities    
INTERNAL PROCESS

• To identify key role players in various unions and to build successful relationships with these.
• Manage union relationships.
• Build and maintain good relationships with various union stakeholders (e.g. clients, brokers, partners, shop stewards, union members, union regional secretaries) so the business can maximise value from these relationships.
• Understand union stakeholders problems and challenges and identify ways the business could better address those needs.
• Interact with union stakeholders to explain products and service offerings, address queries and strengthen their satisfaction with the business.
• Assess level of client satisfaction with current products and services and make recommendations to address shortcomings.
• Function as a trusted and loyal advisor regarding business challenges stakeholders are facing, by identifying competitive threats and recommending helpful strategies to help them realise their business goals.
• Analyse all benefits, risks, and costs of proposed strategies to determine whether they are viable.
• Provide information to internal teams to capitalise on opportunities to upsell or crosssell services and products, based on insight generated in stakeholder engagements and needs.
• Provide excellent service in order to maintain a positive reputation for the business.
• Resolve any escalated complaints in a prompt and professional manner to maintain good union relationships and stakeholder satisfaction.
• Identify and report process and system failures and enhancements to improve stakeholder experience.

CLIENT

• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Drive client service delivery goal achievement in line with predefined standards in order 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 against agreed service level agreements and in terms of overall client targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with unions, clients and internal and external stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
• Deliver on service level agreements made with unions, 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.

PEOPLE

• Build strong union relationships through providing specialist know how and leadership to others, expressing positive expectations.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
• Positively influence and manage change and offer specialist support where required.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
• Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
• Take ownership for driving career development.

FINANCE

• Contribute to the financial planning process within area.
• Identify opportunities 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    

• Providing Insights : Is focused on continuously improving things provides insights by identifying key issues makes intuitive judgments.
• Developing Strategies : Is focused on developing strategies thinks in the longer term and anticipates trends envisages the future and adopts a visionary approach.
• Interacting with People : Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
• Establishing Rapport : Builds rapport and puts people at ease is engaging and welcomes people finds it easy to make friends.
• Convincing People : Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
• Articulating Information : Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
• Conveying Self-Confidence : Is self-assured and projects inner confidence is confident and determines own future values own contributions.
• Managing Tasks : Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks.

Closing Date    
2023/03/21

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Role Purpose    

• Assess, review and manage living benefit claims, in accordance with relevant legislation and company policy, adhering to service level agreements and meeting client and business expectations.

Requirements    

• Grade 12 or equivalent qualification.
• Minimum of 1-2 years experience in processing claims.
• Experience in the assessing of relevant insurance or medical aid claims, paper and/or EDI (desirable).
• Analytical skills.
• Attention to detail.
• Interpersonal skills.
• Problem solving skills.
• Knowledge of relevant legislation and industry regulations.
• Knowledge of the claims assessment process (paper and EDI).
• Knowledge of the relevant scheme or product rules.
• Knowledge of relevant claims operating systems and tools.

Duties & Responsibilities    

• Assess, review and manage disability, dread disease and income disability claims and any other claims that need a medical assessment component in line with service level agreements.
• Partner and collaborate with relevant stakeholders, to improve claims assessment and the clients claim experience.
• Advise on and contribute to the development of procedures and processes within area of specialisation for continued quality and service improvement.
• Keep accurate records of all claims assessed in accordance with business expectations and relevant legislation.
• Keep abreast of relevant regulatory frameworks, insurance related court decisions and/or determinations by regulatory bodies, governing bodies etc. that could impact the way claims are processed or handled.
• Assist with continuous improvement efforts through the identification of opportunities, cost reduction, improvement on the quality of claims decisions and systems enhancement.
• Provide insight, knowledge, assistance and testing support where necessary as part of the development and maintenance of claims systems to improve quality and efficiency.
• Give input into and review claims policies, practices, forms and documentation to ensure that risk management standards are met and aligned to relevant product changes and legislative updates.
• Provide accurate and timeous reporting, analysis and insights on claims assessed as and when required. 
• Provide authoritative expertise 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 stakeholder.
• 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. 
• Contribute to the financial planning process within area.
• Identify opportunities 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
• Documenting Facts
• Interpreting Data
• Interacting with People
• Making Decisions
• Meeting Timescales
• Managing Tasks 
• Communication skills
• Service orientation
• Prioritisation skills

Closing Date    
2023/03/20

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Role Purpose    

• Oversee the end to end operational management of the region through effective people and region management in order to foster excellence in client centricity, increased productivity and effectively align operational sales and client services.

Requirements    
Qualifications:

• Matric or equivalent NQF Level 4 qualification
• Degree in Business Management or Commerce
• FAIS Representative Regulatory Exam Level 5 passed
• FAIS Representative Regulatory Exam Level 1 passed
• 120 credit FAIS recognised qualification

Experience

• 5 years’ sales management experience in a similar role in the life insurance industry
• 4 years’ management experience (preferred)
• Understanding of financial services retail distribution channel business
• Minimum 1 year experience in the rendering of financial services
• Minimum 1 year managerial experience overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSB
• Ability to speak African languages or multi-lingual (preferred)Understanding of the relevant legislation (General Code of Conduct for Authorised Financial Services Providers and Representatives, Financial Advisory and Intermediary Services (FAIS), Protection of Personal Information Act (POPI), Long Term Insurance Act, Treat Customers Fairly (TCF, etc.)

Skills and Knowledge:

• Relationship building
• Networking
• Good communication
• Computer Literacy  
• People Management
• Other requirements
• Driver’s license and own vehicle

Duties & Responsibilities    

• Implement and manage the operational plans for the region and ensure that is aligned to the overall business strategy.
• Develop, implement and manage a risk management strategy for the region than drives compliance to the relevant legislation.
• Manage the effective and efficient delivery/implementation of all projects impacting on the region.
• Identify entrepreneurial opportunities, trends, threats, and environmental influences related to the region in every interaction and remain passionate, resilient, focused and organised.
• Manage the Regional sales target and interpret emerging trends (competitor, market intelligence etc.) and opportunities within the Branches and Regions to enhance sales activities.
• Ensure a reduction of wastage through the prevention of fraud, resource management and policy claim ratios and the prevention thereof.
• Drive the adherence to high ethical standards and ensure legislative and internal compliance within the region.
• Ensure efficient client service and administration processes are implemented, maintained and managed within the region.
• Manage and monitor activities of Branch Managers through market allocation to ensure that each Branch manager has adequate and appropriate market access opportunities.
• Ensure that segmentation insights, information and toolkits are used by Branch managers to guide staff to identify and reach target segment customers.
• Implement, utilise and oversee the effective utilisation of the Distribution Management Operating System to monitor and manage financial performance.
• Develop and oversee the implementation of sales plans, in collaboration with the Branch Managers, to increase new sales opportunities and penetration levels.
• Monitor and track Branch performance to ensure that Branches meet or exceed agreed productivity, production and quality targets.
• Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
• Ensure technical product and legislative knowledge and that it is always current in order to advise on the most relevant and innovative branch and client solutions and comply with governance and compliance requirements
• Ensure that Branch Managers optimise sales support zones to appropriately manage poor performance and minimise staff turn-over
• Induct, develop and support Branch Managers to meet and exceed performance and productivity standards in order to enable passionate and confident managers
• Recruit, select and retain high quality Branch Managers by ensuring an optimum mix of talent in each branch category in order to build capability to meet current and future staffing needs in accordance with the manpower plan
• Coach, mentor, supervise and establish Branch managers to meet and exceed performance standards and enable progression in their career path
• Support and guide Branch Managers through the decision making processes by displaying exceptional product knowledge and customer centricity
• Timeously maintain and complete all administrative, client service and reporting duties, including sales and marketing data tracking, feedback and business cases related to the role within the agreed timeframes.
• 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.
• Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
• Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Manage the introduction of new channels for client interaction in order to improve client services against service expectations.
• Be a member of and make positive contributions to Professional Bodies and stakeholder groups
• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Develop, implement and manage a People Capability plan that ensures that the function has the human resources and skills required to deliver on the strategy for the short-, medium- and long-term.
• Identify, attract, appoint, grow, engage, reward and retain top talent to drive strategic execution.
• 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
• Ensure that employees are effectively recognised and rewarded in line with organisational practice and governance set by the REM committee.
• Encourage innovation, change agility and collaboration within the team
• Implement strategies to retain staff
• Monitor staff compliance to FAIS qualification requirements to ensure Branch managers take necessary action before the FSB deadlines

Competencies    

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

Closing Date    
2023/03/14

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Role Purpose    

• Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

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
• 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    

• 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.

Closing Date    
2023/03/14