Location
Centurion, Gauteng
Job Overview
Introduction
Our client-facing brands, including Metropolitan and Momentum, along with Multiply (our wellness and rewards program) and specialist brands like Guardrisk and Eris Property Group, empower individuals and businesses to achieve their financial goals. We help people grow their savings, protect their assets, and invest in the future. Additionally, we assist companies in supporting and rewarding their employees. Whether through our adviser network, independent brokers, or innovative platforms, Momentum Group provides practical financial solutions for individuals, communities, and businesses. Learn more at www.momentumgroupltd.co.za.
Disclaimer
Applicants should verify the authenticity of this job posting on our official company career page.
Role Purpose
To deliver efficient and effective client service by handling, assessing, and promptly responding to telephonic and electronic inquiries.
Requirements
- Matric or relevant qualification
- Minimum of 2 years’ experience in Employee Benefits
- Knowledge of Section 37C of the Pension Funds Act and its legal and regulatory framework
- Experience in preparing and presenting documents to trustees (advantageous)
Key Responsibilities
- Process Section 37C claims, ensuring accuracy and timely completion by verifying claimant information and compiling necessary documentation.
- Professionally engage with clients and intermediaries to resolve queries in line with service level agreements (SLAs) and quality standards.
- Take ownership of complaints, ensuring timely and effective resolution.
- Provide clients with relevant information and documentation per policy guidelines.
- Capture and update client information on relevant systems based on received data.
- Complete administrative and reporting tasks within agreed deadlines.
- Ensure compliance with legislative and regulatory requirements throughout the service process.
- Identify and report process or system inefficiencies and recommend improvements to enhance client experience.
- Escalate client queries to the appropriate department or stakeholder as needed.
- Build and maintain strong relationships with clients, colleagues, and external stakeholders.
- Meet service level agreements to manage client expectations effectively.
- Recommend enhancements to client service processes to promote fair treatment.
- Collaborate with team members to foster a supportive and efficient work environment.
- Contribute to a culture of strong client relationships, open feedback, and exceptional service delivery.
Key Competencies
- Strong planning and organizational skills
- Accountability and ownership of tasks
- Customer-centric approach
- Attention to detail
- Excellent communication skills
- Teamwork and collaboration
