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Client Service Administrator

Full Time

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.

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