Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• Ensure onboarding of quality new business, perform quality control and assurance on sales and ensure  FAIS requirements are met and maintain and monitor the quality assurance process.

Requirements    
Qualifications

• Grade 12 or equivalent qualifcation
• Relevant degree or tertiary qualification

Experience

• 2-3 years’ relevant experience (essential)
• Insurance industry experience (desirable)
• Experience in client services and quality assurance (essential) 

Skills and knowledge

• Attention to detail
• Planning and organising skills
• Knowledge of relevant products, processes, systems and applicable legislation
• Knowledge of the legislative impact on the insurance industry 

Duties & Responsibilities    
INTERNAL PROCESS

• Provide independent assurance on the adequacy and effectiveness of the control environment for operational processes and procedures.
• Assess the quality of sales submitted by advisor
• Assist sales agents to submit quality sales, improve sales skills, telephone technique and technical skills
• Listen to calls on sales done on a recorded line and verify sales done face to face.
• Cross train skills and knowledge to all consultants
• Ensure Regulatory Requirements i.e. ROA, TCF are applied fairly to all policyholders
• Push team to complete all tasks outstanding to ensure files are activated with urgency.
• Assess the quality of data captured on business systems against quality standards to ensure correctness of data.
• Facilitate the new business onboarding process, policy activation and welcome packs.
• Identify, report on and monitor process and system improvements required.
• Identify any possible gaps, risks or training requirements for internal processes and procedures and engage with the relevant stakeholders to compile action plans.
• Collate information regarding quality assurance and adherence to standard operating procedures to obtain a holistic view of the operational environment.
• Report on areas of opportunity and risk within the team(s) and make recommendations to close identified gaps.
• In conjunction with the line manager provide the team with constructive feedback with regards to quality assurance assessments.
• Provide feedback and coaching to team members to achieve desired quality levels.
• Implement quality assurance processes, standards and requirements to ensure quality of the operational environment is monitored and maintained.

CLIENT

• Provide authoritative, expertise and advice to internal stakeholders.
• Build and maintain relationships with internal and external stakeholders.
• Deliver on service level agreements made with internal and external stakeholders in order to ensure that 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

• Develop and maintain productive and collaborative working relationships with peers, clients 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.
• Effectively manage time and ensure optimal productivity.
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
• Be self-confident, self-motivated and relentlessly pursue targets and goals.

FINANCE

• Identify solutions 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
• Client/ Stakeholder Commitment
• Examining information
• Provinding insights  
• Impact and Influence
• Collaboration
• Following procedure
•  Self-Awareness and Insight

Closing Date: 2023/07/30

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Role Purpose    

• Effectively reinstating policies and preventing replacements to ensure increased new business.

Requirements    

• Matric (required)
• Relevant NQF 5 business qualifications (required)
• RE5 and COB3 desirable
• 2-3 years' experience in retentions, sales dealing with the life insurance product (required)

Additional Information

• Must be fluent (read, write and speak) in English and Afrikaans.

Duties & Responsibilities    

• Ensure the engagement and retention of clients within the current portfolio.
• Ensure an agreed level of successful replacement and reinstatement saves agreed as per the team's monthly target.
• All arrears and reinstatements are attended to within the specified turnaround time.
• Answer and provide first time resolution and quality driven responses to all correspondences.
• Adhere to the standard operating procedures when communicating with clients through recording and updating of calls, update query with actions taken.
• All communication to brokers and clients adheres to Momentum Policies and Internal processes adheres to standard department processes
• Take part in continuous training and accreditation to maintain a criteria with regards to accreditation for; Product (80%), Competitor (70%) and Systems (95%).
• Keep client informed (verbally and/or in writing) if any unresolved queries is outstanding.
• Delivering effective and consistent service and support to external clients within specified service level agreements.
• Engaging and retaining of clients within their current portfolios aligned to the Treating Customers Fairly principles.
• 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 colleagues, peers and stakeholders.
• 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 your career development.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Responsibly managing financial and other company resources under your control.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies    

• Understands how the business operates, what the key issues and risks are that drives business outcomes through the service and administrational tasks.
• Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
• Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
• Actively participates in change, does what is right for the business and drives continuous improvement through innovation.
• Prioritises the business interests of MMH and invest in the success of the group by aligning effort across divisions.
• Supports and gains commitment to the purpose of MMH.
• Manages self and relationships with others effectively and provides perspective in difficult situations.
• Is sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

Closing Date    
2023/07/11