Momentum Vacancies

To apply, lick on the link at the end of the posts and all the best with your applications.

Group Insurance Pricing Specialist

Closing Date
2025/10/24
Reference Number
MMH251009-9
Job Title Group Insurance Pricing Specialist
Position Type Permanent
Role Family Actuarial
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Cape Town
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroup.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The purpose of this role is to price and manage the risk in respect of new and existing business to ensure profitability and sustainability. The area is a high-pressure environment and the suitable candidate needs to be able to produce high-quality work while ensuring that tight deadlines are met.

Requirements
Experience and Qualifications

Minimum matric with exemption, including Mathematics (Pure) and Accounting/Physical Science.A
Bachelor’s degree in Commerce, Mathematics, or Statistics is preferable.
2-5 years’ work experience in the Insurance, Employee Benefits, or other Financial Services industry is preferable, but not a prerequisite.
Work experience in Group Risk pricing is preferable, but not a prerequisite.
Proficient in MS Word and MS Excel.
MS Access, SQL, or Visual Basic experience will be an advantage.
Duties & Responsibilities
Internal Process

Screening and analysing new and existing business pricing requests.
Gathering, assessing and analysing all relevant information needed to produce a new business tender or rate renewal.
Review existing business premium rates, terms and conditions. Compiling, analysing and monitoring claims experience for new and existing business.
Assessing and calculating the risk rate and underwriting requirements for the products requested, utilising the current pricing tools.
Determining suitable terms and conditions in order to effectively manage risk.
Extracting data from existing systems, as well as validation and manipulation of the data.
Accurate recording of data for business intelligence and reporting.
Consider wider topics of risk management such as occupational and industry risks.
Internal and external client liaison/collaboration with regards to rates, products and other risk issues.
Build and improve current models and internal processes.
Assisting with ad hoc projects and calculations, e.g. Disability buy-outs, profit sharing calculations and reinsurance comparisons.
Assist with risk calculations and provide technical support to the FundsAtWork Pricing department.
Ensure that all authorisation protocols, tools and systems are adhered to and are used correctly and effectively.
Client

Build a strong relationship with the sales channel so that existing business is retained at profitable rates while new business is secured with appropriate margins.
Build and maintain relationships with relevant organisation’s to ensure in-depth knowledge of all related acts, regulations and regulatory frameworks.
Compile, monitor and deliver on service level agreements with internal and external stakeholders to meet or exceed client expectations.
Ensure satisfactory resolution of all queries and problems.
Participate in the design and application of a stakeholder feedback capability in respect of service delivery.
Track and address Product Pricing related complaints and identify trends and major issues to be addressed.
People

Enhance the image of MMH through professional client liaison:
Internally and externally with other Departments/ Brokers/ Employers/ Members/ Reinsurers.
Work together with consultants to support client retention and new business acquisition via excellent customer service and maintaining excellent client and broker relationships.
Provide technical pricing guidance and support to the Sales Channel and other departments.
Finance

Ensure rates and underwriting requirements provided mitigate financial risks.
Increase profits and ensure rates provided are sustainable.
Contribute towards reducing departmental operating costs.
Competencies
Analytical thinking (including problem identification and problem analysis).
Attention to detail.
Be able to work well independently and also within a team.
Excellent people skills.
Self-management and accountability.
Live and uphold the MMH values.
Quality and service-oriented.
Excellent communication and presentation skills (written and oral).
Good judgment, effective decision-making and problem-solving.
Data management skills.
Time management, flexibility, and adaptability.
Planning and organizing.

Click here to apply

Pricing Workflow Allocator

Closing Date
2025/10/24
Reference Number
MMH251009-7
Job Title Pricing Workflow Allocator
Position Type Permanent
Role Family Administration
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Cape Town
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
An exciting permanent position for a motivated and numerate Workflow allocator has become available in the Group Insurance & FundsAtWork Pricing department within Momentum Corporate. This department is responsible for setting premium rates for existing and new business. The area is a high-pressure environment, and the suitable candidate needs to be able to produce high-quality work while ensuring that tight deadlines are met.

The suitable candidate should be numerate, conscientious, and assertive as well as enjoy working in a team environment.

Requirements
Experience And Qualifications

Minimum matric with exemption including Mathematics (Pure) and Accounting/Physical Science.
2 – 5years’ work experience in the Insurance, Employee Benefits or other Financial Services industry is preferable, but not a pre-requisite.
Work experience in Insurance, Employee Benefits, or Group Insurance and/or FundsAtWork pricing is preferable, but not a pre-requisite.
Work Experience in workflow allocation would be advantageous.
Computer literate with good MS Outlook, MS Word and MS Excel skills.
Duties & Responsibilities
Internal Process

Manage the Pricing team workflow mailbox to ensure all incoming requests are attended to timeously.
Ensure that the workflow mailbox is cleared from incoming mail daily.
Screen and analyze incoming workflow requests to ensure all requirements are provided.
Liaise with the Sales team and other internal clients with regards to deadlines and ad hoc allocation-related queries (e.g., outstanding information)
Apply judgment and allocate to various pricing teams based on the guidelines provided.
Capture the requests on the required systems.
Capture the relevant data at allocation and quote dispatch stage for reporting purposes.
Close cases on the workflow system when required.
General procedural maintenance (e.g., filing).
Assist the Pricing team leaders with other ad hoc functions (e.g., meeting bookings, general arrangements).
Ensure that all protocols, tool,s and systems are adhered to and are used correctly and effectively.
Client

Engage in effective communication and exceed customer service expectations.
Maintain a consistent service delivery to ensure client retention and satisfaction.
Maintain a broad product knowledge to respond to customer queries effectively and accurately.
Deliver on service level agreements with internal and external stakeholders to meet or exceed client expectations.
Build and maintain strong relationships with the Sales channel and other clients.
Ensure satisfactory resolution of all queries and problems.
Participate in the design and application of a stakeholder feedback capability in respect of service delivery.
Track workflow-related complaints and identify trends and risks, and escalate accordingly to be addressed.
People

Enhance the image of MMH through professional internal and external client liaison.
Work together with the Sales team to support client retention and new business acquisition via excellent customer service and maintaining excellent client and broker relationships.
Support effective teamwork within the division.
Engage with appropriate training interventions to promote own professional development.
Finance

Identify risks to the company and escalate accordingly.
Monitors applications to ensure risks could not potentially lead to financial loss to the company.
Contribute towards reducing departmental operating costs.
Competencies
Knowledge and understanding of the insurance industry (specifically employee benefits) will be advantageous.
Ability to work with spreadsheets and basic calculations involving ratios, averages and data manipulation.
Excellent people and communication skills (verbal and written) with the ability to write coherently and professionally.
Analytical and problem-solving skills.
Effective time-management, flexibility, and adaptability.
Attention to detail.
Computer literacy in Microsoft Office with strong Outlook, Excel, and Word skills.
Ability to work independently and as part of a team.
Ability to work under pressure.
Self-management and accountability.
Quality and service-oriented.
Good judgment, effective decision-making, and problem-solving.
Planning and organizing.
Live and uphold the Momentum Group values.
The willingness to follow prescribed rules, procedures, and instructions and work within given structures.
Self-starter, Self-disciplined, and Self-motivated.
Pro-Activeness.
Commitment.
Assertiveness and Enthusiasm.

Click here to apply

Clinical Auditor

Closing Date
2025/10/17
Reference Number
MMH251008-8
Job Title Clinical Auditor
Position Type Permanent
Role Family Medical
Cluster Momentum Health
Remote Opportunity None of the time
Location – Country South Africa
Location – Province KwaZulu-Natal
Location – Town / City Durban, Cornubia
Introduction
Through our client-facing brands Momentum Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals andlife aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Conduct timely and accurate audits of hospital claims, focusing on customer centricity and maintaining the quality of service rendered to scheme members within the benefit design.

Requirements
Bachelor’s degree or equivalent qualification in a field such as Theatre Technique,
Intensive Care Unit (ICU), Science in Nursing (BSN), Health Information Management (BHIM),
Health Administration, Healthcare Management, or a related field is essential.
Registered nurse or midwife with the South African Nursing Council (SANC).
3 – 5 years clinical experience in a healthcare environment (i.e., insurance/healthcare organisation/healthcare consulting firm)
Familiarity with medical coding systems (such as ICD-10) and accurate application for coding diagnoses, procedures, and services.
Understanding of relevant healthcare regulations, laws, compliance requirements, and medical coding guidelines.
Proficiency in reviewing and interpreting medical documentation, including records, notes, reports, and summaries.
Knowledge of medical terminology, diagnoses, procedures, treatment protocols, and healthcare benefit plans.
Understanding of billing practices, fee schedules, reimbursement methodologies, and hospital billing guidelines.
Knowledge of clinical auditing methodologies, including data analysis, sampling methods, and audit tools.
Knowledge of quality assurance principles and methodologies in healthcare.
Familiarity with healthcare information systems, electronic health records (EHRs), claims management systems, and relevant auditing software.
Understanding of Prescribed Minimum Benefits (PMB) legislation and its implications for healthcare coverage.
Oracle system knowledge or familiarity with other claims management software.Knowledge of Clinical Auditing and Risk Management (CARM) rules.
Duties & Responsibilities
PROCESS

Review specific hospital claims for clinical appropriateness, treatment received, over usage of equipment/materials, and consistency with billing rules, with a focus on identifying potential fraudulent activities or billing errors.
Apply scheme rules, clinical policies, and protocols to ensure compliance and accurate determination of claim eligibility and appropriateness.
Conduct regular reviews and updates of clinical auditing rules (CARM) to ensure relevance, accuracy, and alignment with industry trends and regulatory changes.
Review hospital network billing guidelines annually and provide feedback to the business for improvements, while actively seeking opportunities for cost savings and process efficiencies.
Analyse hospital claims data and trends to identify patterns and behaviour, proactively provide feedback to the business to influence provider behaviour, and implement changes to improve claims management processes.
CLIENT

Liaise with the medical advisor when needed to address complex cases or obtain specialised clinical expertise, ensuring accurate assessment and appropriate resolution.
Provide clinical support to the provider network team, discussing identified trends, patterns, and potential areas for improvement to enhance service quality and compliance.
PEOPLE

Attend quarterly operational meetings, provide feedback on trends, and discuss the application of billing guidelines, while actively participating in internal and external training programs to enhance knowledge and skills related to clinical auditing techniques, fraud prevention, and industry advancements.
Act as a subject matter expert and resource for colleagues, providing guidance, training, and support to enhance the overall knowledge and competency of the clinical auditing team.
Commitment to ongoing learning and staying updated with industry trends, best practices, and regulatory changes in healthcare, clinical auditing, and relevant areas.
FINANCE

Ensure accurate recording of savings according to pay codes and reason codes, contributing to financial tracking and reporting processes, with a focus on identifying opportunities for cost savings and process efficiencies.
Collaborate with IT teams to optimise and leverage data analytics tools and systems to enhance audit processes, identify patterns, and develop proactive strategies for risk assessment, fraud detection, and cost containment.
Competencies
Problem solving skills
Critical thinking skills
Collaboration skills
Analytical skills
Data analysis skills
Examining Information
Adopting Practical Approaches
Managing Tasks
Documenting Tasks
Making Decisions
Taking Actions
Interpreting Data
Following Procedures

Click here to apply

Intern: Group Insurance Pricing

Closing Date
2025/10/14
Reference Number
MMH251009-15
Job Title Intern: Group Insurance Pricing
Position Type Temporary
Role Family Actuarial
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Centurion
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The purpose of this role is to price and manage the retirement and risk benefits in respect of new and existing business to ensure profitability and sustainability. The area is a high-pressure environment and the suitable candidate needs to be able to produce high quality work while ensuring that tight deadlines are met.

Requirements
Minimum matric with exemption including Mathematics (Pure) and Accounting/Physical Science
Bachelor’s degree in Commerce, Mathematics or Statistics is preferable.
Good MS Word and MS Excel skills.
Duties & Responsibilities
INTERNAL PROCESS

Screening and analysing new and existing business pricing requests.
Gathering, assessing and analysing all relevant information needed to:
Provide a new business tender
Review existing business premium rates, terms and conditions
Assessing and calculating the retirement related fees, risk rate and underwriting requirements for the products requested, utilising the current pricing tools.
Determining suitable terms and conditions in order to effectively manage risk.
Preparing quality quotation/rate review documents to be issued to clients.
Extracting data from existing systems, as well as validation and manipulation of the data.
Accurate recording of data for business intelligence and reporting.
Consider wider topics of risk management such as occupational and industry risks.
Internal and external client liaison/collaboration with regards to rates, products and other risk issues.
Build and improve current models and internal processes.
Collaborate with the Group Insurance Pricing department for technical support
CLIENT

Build a strong relationship with the sales channel so that existing business is retained at profitable rates while new business is secured with appropriate margins.
Build and maintain relationships with relevant organisation’s departments to ensure in-depth knowledge of all related acts, regulations and regulatory frameworks.
Compile, monitor and deliver on service level agreements with internal and external stakeholders to meet or exceed client expectations.
Ensure satisfactory resolution of all queries and problems.
Participate in the design and application of a stakeholder feedback capability in respect of service delivery.
Track and address Product Pricing related complaints and identify trends and major issues to be addressed.
PEOPLE

Enhance the image of MMH through professional client liaison:
Internally and externally with other Departments/ Brokers/ Employers/ Members/ Reinsurers
Work together with consultants to support client retention and new business acquisition via excellent customer service and maintaining excellent client and broker relationships.
Provide technical pricing guidance and support to the Sales Channel and other departments.

FINANCE

Ensure rates and underwriting requirements provided mitigate financial risks.
Increase profits and ensure rates provided are sustainable.
Contribute towards reducing departmental operating costs
Competencies
Analytical thinking (including problem identification and problem analysis).
Attention to detail.
Be able to work well independently and also within a team.
Excellent people skills.
Self-management and accountability.
Act with integrity.
Quality and service oriented.
Excellent communication and presentation skills (written and oral).
Good judgment, effective decision making and problem-solving.
Data management skills.
Time management, flexibility and adaptability.
Planning and organizing.

Click here to apply

Junior Asset Consultant

Closing Date
2025/10/14
Reference Number
MMH251007-2
Job Title Junior Asset Consultant
Position Type Permanent
Role Family Client Services
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Sandton
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
To provide an effective service to clients by managing a portfolio of clients, facilitating trustee and advisory body meetings and providing advice on institutional investment-related matters. Will assist the Principal and Senior Consultant with the day-to-day activities required to manage a portfolio of clients where not the lead consultant. Will also be the lead consultant on a portfolio of own smaller clients with oversight from a Principal or Senior Consultant.

Requirements
Relevant Bachelor’s Degree or equivalent
Regulatory Exam (RE5)
FAIS accredited
3-5 years’ consulting experience within the investment consulting environment
Knowledge of the investment industry
Comprehensive knowledge of investments and economics
Comprehensive knowledge of asset manager environment
Duties & Responsibilities
STRATEGY:

Assesses clients in client base and determine areas of growth and opportunity.
Introduce other areas of the business to clients to promote alternative solutions in line with client requirements.
Work with head of Asset Consulting to determine opportunities in the client base and broader industry opportunity.
Support all current areas of MMH business in the client-base (ensuring always in the best interests of the client).
PROVIDE ADVICE AND ANALYSIS SUPPORT TO CLIENT AND / OR PRINCIPAL / SENIOR CONSULTANT:

Build and maintain effective relationships with internal and external clients.
Take ownership of all queries and ensure that they are resolved timeously and effectively.
Build a network of relationships with service providers in order to ensure effective service delivery to clients.
Provide a consistent service delivery to ensure client retention and satisfaction.
Assist with client invoicing to ensuring that they are accurately calculated and allocated to clients.
Check the retainer income invoicing of stand-alone funds and any other ad-hoc services invoice excluded in the retainer.
Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting.
Follow up on action items from client meetings ensuring that they are executed within agreed timelines.
Assist in the onboarding of new clients, ensuring efficiency and that everything is processed within agreed timelines.
Draft investment performance reports where necessary.
ENGAGE WITH CLIENTS IN A CLIENT CENTRIC MANNER:

Where relevant, take ownership of the client and manage the entire client relationship (relational and technical) insofar as asset consulting functions are concerned.
Provide accurate, current advice and information regarding solutions to all clients/stakeholder.
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Develop and implement initiatives to improve and enhance the client experience.
Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility.
Ensure implementation, tracking and measurement of all client deliverables in line with SLA.
Ensure client retention by ensuring successful service delivery.
Ensure accurate reports and documentation is provided to the clients as per agreement.
In the execution of the CVP, look for new business opportunities and or cross-selling opportunities.
SELF-MANAGEMENT AND TEAMWORK:

Develop and maintain productive and collaborative working relationships with peers and stakeholders.
Provide support, guidance, and mentorship to any other junior / assistant consultants.
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.
MANAGE BUDGET AND IMPLEMENT SOUND FINANCIALCONTROLS:

Ensure client fees are commensurate with the work being performed.
Identify solutions to enhance cost effectiveness and increase operational efficiency.
Manage financial and other company resources under your control with due respect.
Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external clients.
Take responsibility for ensuring clients are profitable.
Take responsibility for ensuring client fees are increased as per SLA, where relevant.
Competencies
Influencing
Sense of urgency
Analytical thinking
Planning and organising
Interpersonal Relationships
Presentation and facilitation skills

Click here to apply

We wish you all the best with your applications