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Administrator
Distribution Support Administrator
HRM Administrator
Administrator
Closing Date
2024/04/05
Reference Number
MMH240320-2
Job Title
Administrator
Position Type
Permanent
Role Family
Client Services
Cluster
Momentum Corporate
Remote Opportunity
All 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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za
Role Purpose
Provide quick and accurate administrative support, to enable the client service area to deliver a professional service to clients within Service Level Agreements and legislative / compliance requirements.
Requirements
1 2 years relevant experience (essential)Exposure to the insurance or financial services industry (desirable)Formal qualifications: Grade 12 or equivalent qualification,Formal qualifications: Relevant businessrelated qualifcation
Duties & Responsibilities
Take ownership of all client service requests and ensure that it is resolved timeously and effectively.Capture data accurately on relevant systems according to Service Level Agreements.Provide relevant information and documentation as requested, in line with relevant guidelines.File and maintain all relevant documentation, enabling ease of access by team members.Accurately complete all administrative and reporting requirements within agreed timeframes.Adhere to all relevant legislative / compliance requirements. Identify and report process and system failures and enhancements to improve client experience.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 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.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 : Analyses and processes information asks probing questions strives to find solutions to problems, Team Working : Works participatively with others is democratic and encourages team contributions collaboratively involves others in decision:making, Meeting Timescales : Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks, Checking Things : Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed, Following Procedures : Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes, Managing Tasks : Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks, Producing Output : Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multi:tasking to produce output, Taking Action : Takes action to make things happen uses initiative to start things up shows drive and invests personal energy, Examining Information:Analyses and processes information asks probing questions strives to find solutions to problems, Team Working:Works participatively with others is democratic and encourages team contributions collaboratively involves others in decisionmaking, Meeting Timescales:Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks, Checking Things:Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed, Following Procedures:Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes, Managing Tasks:Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks, Producing Output:Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multitasking to produce output, Taking Action:Takes action to make things happen uses initiative to start things up shows drive and invests personal energy.
Distribution Support Administrator
Closing Date
2024/04/02
Reference Number
MMH240315-5
Job Title
Distribution Support Administrator
Position Type
Permanent
Role Family
Operations
Cluster
Momentum Distribution Services
Remote Opportunity
None of the time
Location – Country
South Africa
Location – Province
KwaZulu-Natal
Location – Town / City
Cornubia
Introduction
Momentum, a financial services provider since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.
Role Purpose
The Retail Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants; serves as a source of information to enable the distribution teams (consultants) to deliver a professional service to Financial Advisers and other stakeholders. The DSA executes all transactions and requests professionally, within high performance guidelines, playing a pivotal role in the MDS value chain proposition to IFAs. This role plays a symbiotic role with the consultants to reach MDS strategic objectives and goals.
Requirements
QualificationsGrade 12, Matric (Essential)Office administration qualification or Business related (Degree/NQF 7)Experience1-2 Year experience in Financial service (essential)Insurance industry experience (preferred)Experience within the MDS Sales environment will be an advantage
Duties & Responsibilities
Internal processes: Sales and Service ExperienceUnderstanding of end-to-end processes across product linesUnderstanding of end-to-end systems capabilities across product linesChallenge processes that do not serve the business – ease of businessGood understanding of Compliance process adherence and impact of non-adherenceQuotes fulfillment and trackingProfessional presentation of quote and relevant supporting documentation that support the ‘advice-led’ processAccountable for the new business process – end to end completed with least amount of comebackProcess application form and engage with Financial Adviser /practice staff asap after receiptEngage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirementsEnsure all cases and new business applications are correctly recorded and kept up to date on activity managerLog appropriate activities, timeously (quotes and Financial Adviser engagements)Consult systems to view progress – those documents pull through correctlyManage pipeline – keep clean and relevant. Drive submission of requirements to ensure cases issueHaving regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updatesPrepare Consultant for engagement – by providing reports, quote feedback, pipeline businessCo-accountability for Momentum Distribution Service target achievement with consultantAdministratively support Consultant on all planned marketing calls – to follow through in supportUnderstanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reportsTraining of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiriesEnsure that all training interventions are recorded on appropriate reportsProvide support to other branches (nationally) when need arises to ensure business continuityIdentify and report process and system failures and enhancements to improve client experience.Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.Client Advisor: Stakeholder EngagemenEnsure all internal and external engagements are conducted in a professional mannerMaintain meaningful business relationships with all stakeholdersProvide authoritative expertise to clients and 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 serviceCollaboration and Self-developmentDevelop 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 legislative knowledge.Contribute to continuous innovation through the development, sharing and implementation of new ideas.Take ownership for driving career developmentFinance: Business Efficiencies and EffectivenessIdentify opportunities to enhance effectiveness and increase operational efficiency.Manage company resources under your control with due respect.Provide input into the risk identification processes and communicate recommendations in the appropriate forum
Competencies
Interacting with People Establishing Rapport Conveying Self-ConfidenceShowing Composure Thinking Positively Following ProceduresManaging Tasks Upholding Standards Business AcumenDrive for ResultsLeads Change and InnovationCollaborationImpact and InfluenceSelf-Awareness and InsightDiversity and InclusivenessThe DSA plays an integral role between MDS and IFA and IFA practice in support, online capability knowledge and subsequent training.Similarly, this role is expected to understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA.Gets involved in service centre escalations to improve the experience, has to think on their feet and always maintain good ambassadorship with a can-do attitude.High quality of processing and displays resilience in follow-ups and ensuring cases issue in the shortest possible timeframe – high performance standards.
HRM Administrator
Closing Date
2024/04/01
Reference Number
MMH230912-9
Job Title
HRM Administrator
Position Type
Permanent
Role Family
Administration
Cluster
Health Solutions
Remote Opportunity
None of the time
Location – Country
South Africa
Location – Province
KwaZulu-Natal
Location – Town / City
Durban, Cornubia
Introduction
Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities.
Role Purpose
To provide an effective and efficient administrative and operational assistant function to support the division and manager.
Requirements
Matric is essential(With Biology is preferred)1 -2 years Call Centre experience is essentialMedical Claims Assessing Course Certification is an added advantageExperience in Chronic Disease Management and Oncology queries would be an advantageRelevant Managed Healthcare experience is essentialExperience in Word, Excel, PowerPoint and Outlook
Duties & Responsibilities
What you’re going to doPro-actively screen incoming calls, correspondence and respond independently where possible.Collaborate in supporting two-way communication between various internal and external stakeholder.Perform an efficient and accurate administrative functionDeliver and/ or collect documentation or persons, according to instructionsSet-up and provide refreshments for meetings and/or presentationsProvide an efficient and accurate message taking functionIdentify and escalate priority issuesSupport with the managing of calendars and effectively schedule appointmentsDeal promptly with client requests in a competent, efficient and professional mannerDrive and support effective teamwork within the departmentEngage in appropriate training interventions to promote own professional developmentEnsure to demonstrate the company’s values on a daily basisParticipation in the planning and logistics of events / project relating to the departmentAssist with general administration functions relation to the broader Operations department
Competencies
What competencies you’ll requireUnderstands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the GroupAnticipates, 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 leads change, does what is right for the business and drives continuous improvement through innovation.Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability.Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.Takes responsibility for own development; and actively mentors, coaches and develops talent in others. Builds leadership bench strength for MMI by providing opportunities and experiences to develop skills, competencies and business knowledge.
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