Location: Centurion, Gauteng
Position: Client Service Consultant
Company Overview
Momentum Metropolitan Holdings, through its brands such as Metropolitan, Momentum, Guardrisk, and Eris Property Group, delivers financial solutions to individuals, businesses, and communities. By helping clients grow savings, protect assets, and invest in their future, the Group supports both personal and corporate financial wellbeing. Services are offered through advisers, brokers, and digital platforms. Learn more at www.momentumgroupltd.co.za.
Role Purpose
To deliver prompt, professional, and effective support to clients by managing telephonic and electronic enquiries, ensuring efficient service delivery, and upholding customer satisfaction.
Minimum Requirements
- Matric or equivalent qualification
- Experience in the insurance or financial services sector (advantageous)
- Minimum 2 years’ experience in a client service role
- Proficiency in Microsoft Office (Word, Excel)
- Employee Benefits experience (advantageous)
Key Responsibilities
Client Service
- Respond to client and service provider calls regarding benefits and general queries
- Strive for first-call resolution by resolving enquiries efficiently
- Ensure all documentation is accurate and complete in line with internal policies
- Keep up-to-date with product knowledge to support accurate responses
- Meet or exceed service level agreements and maintain professional communication
- Build strong client relationships to ensure satisfaction and retention
Administration & Systems
- Accurately capture data and manage documentation
- Ensure timely completion of all administrative duties and reports
- Maintain proper filing for easy access by relevant team members
Team & Collaboration
- Foster strong working relationships within the team and across departments
- Actively participate in continuous improvement initiatives and innovation
- Embrace change and contribute positively to the work environment
Compliance & Risk
- Follow procedures and escalate risks as needed
- Identify opportunities to improve service delivery and client fairness
Finance & Resources
- Contribute to cost-effective operations and resource management
- Support financial planning and risk identification within the team
Core Competencies
- Strong planning and organizational skills
- Customer-focused and service-driven
- High attention to detail
- Effective communicator
- Time management and interpersonal skills
- Accountability and a collaborative mindset
Please Note:
Always confirm the authenticity of job postings on the official company careers page.
If you do not receive a response within 14 days of your application, please consider it unsuccessful.
