Job Opportunities at Momentum Metropolitan Holdings Limited

Role Purpose    

• Provide an effective administrative, secretarial and operational assistant function to support the Provincial General Manager and the Province.

Requirements    

• Matric
• At least 5 years’ secretarial / PA experience at Senior or Executive PA level
• MS Office
• Own car and valid drivers license
• PA  Diploma or Certification

Duties & Responsibilities    

• Support diary management activities in order to effectively schedule appointments
• Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings
• Pro-actively screen incoming calls, correspondence and respond independently where possible
• Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications
• Provide secretarial support (agenda, minutes, action plans etc.) for the preparation and successful execution of meetings
• Support the flow of information within the Provincial Management Office, ensuring that matters requiring their personal attention are handled speedily
• Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within the given timeframes
• Order and control office supplies
• Accurately escalate client complaints and queries to the relevant department
• Ensure files are kept in order and easily accessible
• 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
• Must be a self-starter who is dedicated and can work independently
• Manage the functional operations of the Provincial Office

Competencies    

• Business Acumen
• Customer/ Stakeholder Commitment
• Drive for results
• Leads Changes and Innovation
• Collaboration
• Impact and influence
• Self-Awareness and Insight
• Diversity and Inclusiveness

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Role Purpose    

• Effective management of Stakeholders claims portfolios , with the objective of mitigating risk within the claims environment  by ensuring correct application of standard claim processes and procedures  and the implementation of compliance with regards to regulatory industry legislation within the claims segment of the organization. 

Requirements    

• Matric /Grade 12
• Relevant Insurance Experience (Overall Insurance knowledge)
• LLB Advantageous
• Certificate in Insurance Advantageous (NQF 5)
• At least 5 years short term claims experience in a senior role

Duties & Responsibilities    

• Review and monitoring of large loss claims from UMA’s and NMI’s
• Provide general claims handling guidance to external stakeholders including liability claims 
• Identify claim trends across multiple stakeholders and escalating to portfolio managers/ Market Conduct
• Attending to OSTI matters
• Provide technical claim expertise to stakeholders where required
• Attend to Ad-Hoc tasks that may be assigned from time to time
• Attend to client reviews with specific focus on claims handling processes/suppliers management/operational risks and adherence to SLA’s between Guardrisk and other related third parties; ensuring risk management of portfolio is attended to,
• Monitoring of loss ratio’s across all portfolios under your management and providing assistance and guidance to stakeholder on corrective steps to be actioned if loss ratio not favourable
• Review and approval of non-mandated intermediary rejections
• Ensure that rejections/complaints/rejection representations recorded on the Brilliance system
• Attend to litigation matters
• Attend to representations following claim rejections
• Attend to general claim complaints
• Attend claim/operational meetings with stakeholders and portfolio managers
• Preparing and attending to monthly report as assigned 
• Identify gaps in policy wordings and making recommendations for changes where necessary
• Ensuring the application and compliance of TCF outcomes and regulatory Industry legislation compliance in the claims, complaints handling and processes
• Ex-gratia claim approval
• Handling of SASRIA claims
• Managing stakeholder relationships – internal and external

Competencies    

• Collaborative 
• Good communication skills
• Analytical 
• Business Acumen 

Closing Date    
2023/06/13

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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    

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

Closing Date    
2023/06/14

go to method of application »

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    

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

Closing Date    
2023/06/14