Location: Sandton, Gauteng
Full Job Description:
Introduction: Through our client-facing brands Metropolitan and Momentum, along with Multiply (a wellness and rewards program), and other specialist brands such as Guardrisk and Eris Property Group, our group facilitates financial growth and life fulfillment for individuals and businesses from diverse backgrounds. We aid in savings accumulation, asset protection, and future investments, as well as assist companies in employee care and rewards schemes. Utilizing our network of advisers or independent brokers, Momentum Metropolitan offers practical financial solutions to individuals, communities, and businesses. Visit us at www.momentummetropolitan.co.za
Role Purpose: To provide efficient and accurate administrative support, ensuring the client service area delivers professional services within Service Level Agreements and complies with legislative requirements.
Requirements:
- Minimum of 1-2 years relevant experience (essential)
- Exposure to the insurance or financial services industry (desirable)
- Grade 12 or equivalent qualification
- Relevant business-related qualification
Duties & Responsibilities:
- Take ownership of all client service requests, ensuring timely and effective resolution.
- Accurately input data into relevant systems as per Service Level Agreements.
- Provide requested information and documentation in line with guidelines.
- Maintain and organize all relevant documentation for easy team access.
- Complete administrative and reporting tasks within agreed timeframes.
- Adhere to legislative/compliance requirements and report process/system enhancements.
- Provide expert advice to clients and stakeholders.
- Foster and maintain relationships with clients and stakeholders.
- Meet service level agreements with clients and stakeholders to manage expectations.
- Make recommendations to improve client service and ensure fair treatment.
- Participate in building a culture of rewarding relationships and exceptional client service.
- Develop collaborative working relationships with peers and stakeholders.
- Participate in and positively influence change initiatives.
- Continuously develop professional, industry, and legislative knowledge.
- Contribute to continuous innovation through idea development, sharing, and implementation.
- Take ownership of career development.
- Contribute to financial planning processes and identify opportunities for cost-effectiveness and operational efficiency.
- Manage financial and company resources with due respect and contribute to risk identification processes.
Competencies:
- Analyzes and processes information, asking probing questions to find solutions.
- Works collaboratively in teams, involving others in decision-making.
- Target-focused, punctual, and reliable in meeting deadlines.
- Meticulous in error-finding, ensuring accuracy and producing high-quality work.
- Adheres closely to rules and procedures, minimizing risks.
- Organized and methodical in managing tasks and setting priorities.
- Maintains productivity, comfortable multitasking to produce output.
- Takes initiative, drives action, and invests personal energy in making things happen.
