Website Momentum
Momentum is a trusted financial services company that forms part of the Momentum Group Limited, a listed company on the Johannesburg Stock Exchange (JSE). We believe that with the right #AdviceForSuccess, you can turn small steps into giant feats, with tailored solutions and advice that can accelerate your journey to success.
Role Purpose
- To provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries timeously and meeting the agreed service level agreements on all processes.
Requirements
- Grade 12 or NQF level 4.
- 2-5 Years’ experience in an insurance administration environment.
- Microsoft Office Suite (Word, Excel).
- Employee Benefits administration experience will be advantage.
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Ability to self-manage the full administration of risk schemes.
- Accurately complete member and risk premium reconciliations.
- Investigate and resolve all non-reconciling items.
- Administer and process the relevant scheme data from fund entry to exit stage.
- Process and effect payment on all claim types.
- Provide first time resolution to clients on queries via e-mail and telephonic.
- Assess and co-ordinate the required applications and make contact with the clients directly should there be any queries.
- Co-ordinate across the teams to ensure that the required tasks are completed before the monthly reconciliation is due.
- Assist clients efficiently with their requests through displaying the Momentum Metropolitan values enabling client retention and satisfaction.
- Build and maintain relationships with clients and stakeholders to ensure a smart client experience.
- Ensure all risks are mitigated and escalated when dealing with client requests.
- Keep abreast of MMH product and legislation changes in order to effectively and accurately assist with client queries.
- Responsible for the monthly reconciliation of scheme data to assist with client reporting.
Please note that this role is based on the pay for performance remuneration structure.
Competencies
- Accountability.
- Attention to details.
- Customer orientation.
- Communication skills.
- Planning and Organising.
- Multitasking.
- Teamwork.
- Self-management.