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  • Posted: Sep 26, 2023
    Deadline: Not specified
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    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...
    Read more about this company

     

    Financial Adviser - Northern Cape

    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    

    • Matric/ N4 Equivalent Qualification.
    • FAIS requirements based on DOFA date
    • Relevant regulatory examinations if you are already working in the financial services industry.
    • 5 years’ experience for individuals with matric
    • 1-2 years’ experience for individuals with undergraduate degree (preferred)
    • Strong computer literacy skills
    • Fluency in English

    Duties & Responsibilities    

    • Engage with prospect clients to understand their financial needs.
    • Sell products that align with the clients’ financial requirements.
    • Accurately record client information and sales details
    • Achieve targets related to production, quality and conversion.
    • Comply with legislative regulations and adhere to all compliance requirements.

    Competencies    

    • Verbally fluent
    • Numerical reasoning ability
    • Be able to plan and manage their time.
    • Self-reliant
    • Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
    • Manage relationships well.
    • Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
    • Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

    go to method of application »

    Service Consultant Call Centre Temp x4 - Cornubia, Durban

    Role Purpose    

    • Deliver professional service to clients through various servicing channels (inbound calls, emails, walkin interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.

    Requirements    

    • Matric
    • 1 - 2 years of Momentum Medical Scheme experience isessential
    • Relevant tertiary qualification would be an advantage
    • 2 - 3 years of client serviceexperience
    • Good understanding of the industry would be an advantage
    • Knowledge of Momentum Health product would be an advantage
    • Knowledge of Oracle System would be an advantage

    Duties & Responsibilities    

    • Identifying risks to the companyand escalate accordingly
    • Engaging in effective communication and delivery according to Service Level Agreements
    • Maintaining a consistent servicedelivery to ensure client retention and satisfaction
    • Obtaining and maintaining broad product and industry knowledge in order to effectively andaccurately respond to custome rqueries
    • Ensuring Service Level Agreements are met and exceeded at all times
    • Providing first time resolution onqueries of a complex nature
    • Dealing promptly with client requests in a competent, efficient and professional manner
    • Driving and supporting effective teamwork within the department
    • Engaging in appropriate training interventions to promote own professional development
    • Ensuring to demonstrate the company's values on a daily basis
    • Recording of all queries and interactions with customers onto the workflow system
    • To ensure the required turnaround time is met
    • To ensure that all correspondence sent out is of the highest quality.

    Competencies    

    • A strong understanding of the medical aid and short term insurance industry will be advantageous
    • Take ownership of all queries and ensure that they are resolved timeously and effectively
    • Complete documentation as per departmental guidelines in order to meet client needs
    • Utilise IT systems effectively, to ensure accuracy of documentation
    • Adhere to organisational best practice and legislative requirements
    • Take ownership of all queries and ensure that they are resolved timeously and effectively
    • Adhere to policies and procedures and take corrective action where necessary
    • Ensure all risks are mitigated and escalated where necessary
    • Ability to provide quality writtenfeedback to clients on queries

    go to method of application »

    Senior Reporting Specialist - Bellville

    Role Purpose    

    • Responsible for the design, development and implementation of operational reports at an Executive, Management and Client level in line with user and client requirements and in accordance with service level agreements, industry standards and best practice.
    • To enable the generation of insights through multiple analytical and visualisation tools and techniques. This will include, but are not limited to Dashboards, Scorecards, Analytics and Data literacy programs.

    Requirements    
    Qualifications

    • Grade 12 or equivalent.
    • Bachelor’s degree in Business, Finance, Information technology or related fields.
    • Business Analysis (preferable)
    • Project Management (preferable)

    Experience

    • 3 – 5 Years in a similar role
    • 2 Years experience in Data analysis, Reporting or Business Intelligence
    • Advanced proficiency in Microsoft Excel, SQL and PowerBI
    • Leading Business/IT projects
    • Experience in Medical Scheme or Financial Services environment (preferable)

    Attributes

    • Cross functional collaboration
    • Communication skills (written and verbal)
    • Problem solving skills (critical thinking)
    • Facilitation and presentation skills
    • Requirement articulation and documentation skills
    • Ability to work in a pressurised environment & deal with multiple deliverables at once.
    • Business acumen (operational knowledge & experience)
    • Sense of urgency
    • Enthusiastic, committed and proactive
    • Methodical, analytical and accurate, with great attention to detail
    • Business Report writing 

    Duties & Responsibilities    
    Internal Process

    • Lead the design, development and implementation of Operational Reports, Scorecards and Dashboards for various stakeholders. 
    • Consult, analyse, standardize and automate the generation of reports as per SLA agreements and user requirements.
    • Working with the BI team in developing performance measures, analyse drivers, trends and outliers as well as automating reports. 
    • Gather and interpret requirements from stakeholders in line with business analysis frameworks. 
    • Analyse and understand the business’ requirement and through a structured process document, validate and translate these into requirement specifications and functional specifications to be used by developers in crafting technical solutions and by testers to test and confirm successful delivery of solutions to the requirement. 
    • Contribute to translating the business goals into design in line with systems architecture. 
    • Act as a liaison between stakeholders and the project team to determine customer needs and translate these into business requirements. 
    • Oversee the quality delivery of requirements and specifications that meet the agreed deliverables in line with best practices and business process. 
    • Collaborate closely with solution teams and a variety of end-users to ensure requirements compatibility and end user satisfaction. 
    • Participate in the solution design process to make recommendations to create and enhance solutions that are innovative, repeatable and sustainable and solve complex business problems. 
    • Participate in User Acceptance testing and guide users to ensure that the designed solution ultimately meets business requirements. 
    • Define the success criteria using scenario testing and test cases to ensure that testing covers all aspects of the business specification.
    • Test and validate the functionality of all technical solutions in line with business requirements on completion of development to ensure that business requirements are met in the implemented solutions. 
    • Define reporting requirements and integration points on affected components using diagrammatic representations. 
    • Collaborate with various business areas and teams to ensure integration and consistency of solutions across business.
    • Develop and implement a Data Literacy program across Operations that will enable data driven decision making at all levels.

    Client

    • 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 the area of responsibility.
    • Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.

    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.
    • Monitor on an ongoing basis the training and development needs of employees within this portfolio.
    • Create a positive work climate.
    • Provide guidance, coaching, and mentoring to direct reports.
    • Lead by example in living the values of the organisation and aligning with the values of the client.
    • Demonstrate exemplary leadership.
    • Participate in the recruitment of staff in accordance with Momentum Metropolitan EE Targets.
    • Provide transformation interventions on areas that require immediate attention in order to create harmonisation and thereby accelerate performance.

    Finance

    • 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    

    • Business acumen (operational knowledge & experience)
    • Client Commitment
    • Drive for results
    • Leads change and innovation
    • Collaboration
    • Impact and Influence
    • Self-awareness and insight
    • Diversity and Inclusiveness

    go to method of application »

    Branch Manager - Peninsula

    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 5 qualification
    • RE5
    • FAIS Representative legislative qualification
    • Class of Business 3 and 7 (preferable)

    Experience

    • 3-5 years of working experience in the financial services industry
    • A minimum of 2 years of managerial experience overseeing the rendering of financial advice
    • Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
    • A valid driver's license and access to your own vehicle
    • Computer literacy

    Duties & Responsibilities    

    • Leading and managing a team of Financial Advisers
    • Developing action plans to drive sales and enhance performance.
    • Ensuring compliance with operational processes and legislative requirements
    • Cultivating a branch culture to energise employees and maximise productivity.
    • Recruiting and selecting high performing Financial Advisers to join your team.

    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

    go to method of application »

    Service Consultant x10 - Temporary Contract

    Role Purpose    

    • Deliver professional service to clients through various servicing channels, responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.

    Requirements    

    • Matric or an equivalent qualification
    • 1 - 2 years experience in a callcenter or client service environment (essential)
    • Experience in medical aid administrative and/or healthcare experience (essential)
    • Excellent telephony and verbal communication skills
    • Excellent typing skills and proficiency in MS Office

    Duties & Responsibilities    

    • First call resolution for resolving member and service provider queries.
    • Flexibility to be able to handle telephonic and/or written inquiries.
    • Ensuring the Scheme and in particular, Momentum Metropolitan Holdings Health is not unnecessarily exposed to financial risk asa result of incorrect information being provided to members and service providers.
    • Ensuring quality service,production, first call resolution and appropriate follow-up to ensure resolution of queries
    • which deliver effective individual contribution towards service level agreement compliance.
    • Client retention and goodwill by effectively resolving queries from members, employer groups,service providers and the Scheme.
    • Understanding and effectively using the call center telephony system and workflow management system.

    Competencies    

    • Ability to learn and apply new skills
    • Team Orientation and attention to detail
    • Flair for decision-making and problem solving
    • Customer service orientated
    • Initiating action (taking promptaction to accomplish objectives)
    • Good listening skills
    • Good telephone ettiquette
    • Calm under pressure
    • Ability to work in a structured environment

    go to method of application »

    Instructional Designer - Centurion

    Role Purpose    

    • Design and maintain learning and development courses and programs and ensure learning content and design approach support operational and business needs.

    Requirements    
    Experience and Qualifications

    • 5 years or more experience in instructional design
    • Relevant learning & development qualification, eg ODETDP, Instructional Design

    We're looking for someone with:

    • Who can work in a high pressure, fast delivering environment.
    • Who can work in the system implimentation environment.
    • A high level of comfortability with facilitating and transferring knowledge digitally, virtually and face-to-face

    Duties & Responsibilities    
    Design and develop learning interventions:

    • Keep abreast of trends, legislation and best practices within the learning and instructional design field in order to optimise service delivery.
    • Collaborate with project team, vendor and business stakeholders to determine business learning requirements and gaps.
    • Collaborate with business stakeholders to define the scope of the learning intervention and analyse the learning interventions audience needs in order to increase the level of content usability in line with adult learning principles and methodologies.
    • Collaborate with subject matter experts to design, develop and implement learning curriculum and performance support tools in line with Momentum Retail and best practice frameworks.
    • Create the content of the learning intervention that focuses on a blended learning approach and creates the capability necessary to achieving business objectives and meets the needs of a diverse audience.
    • Create ‘Facilitator Guides', ‘Learner Guides' and other learning support resources in line with defined quality standards.
    • Develop activities, assignments, tasks and pre or post-work in line with best practice assessment criteria, when required.
    • Create media to support learning (e.g. visual aids, manuals, e-learning and online) and ensure all learning material is in line with the corporate identity requirements.
    • Develop measures of success and request and process feedback to improve existing and future learning solutions.
    • Review and maintain existing learning programs on a continuous basis to ensure relevance, accuracy of content and appropriateness of delivery methods.
    • Redesign courses for online presentation as distance learning, when required .
    • Update or re-design content to ensure all programs remain in alignment with the learning and development strategy and business goals.
    • Manage and prioritise workload to ensure on-time delivery and maintain reasonable turnaround times.
    • Create supporting material/media (audio, video, simulations, role plays, games etc).

    Engage with clients in a client centric manner:

    • 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

    Self-management and teamwork:

    • Develop and maintain productive and collaborative working relationships with peers, stakeholders and vendor
    • 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 development on the Africa business, products, systems and processes.

    Competencies    

    • Business acumen
    • Client/stakeholder commitment
    • Leads change and innovation
    • Collaboration
    • Confidence and decisiveness
    • Pro-activeness
    • Planning and organizing
    • Excellent with working with people
    • Successful transfer of knowledge
    • Adhering to L&P and MMH principles & values
    • Relating and networking
    • Writing & reporting
    • Analytical
    • Delivering results & meeting customer expectations
    • Following instructions & procedures
    • Coping with pressures & setbacks
    • Excellent communication skills - verbal, writing and reading
    • Basic computer skills
    • Basic to medium competency level in Word, Powerpoint, Teams

    Method of Application

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