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Service Consultant

Full Time

Website Momentum Group Limited

Momentum Group Limited (Momentum Group), previously Momentum Metropolitan Holdings Limited, is a significant player in South Africa's life insurance and integrated financial services sectors. We are a proud Level 1 B-BBEE South African-based group dedicated to building and protecting our clients' financial dreams. Our client-facing retail and specialist brands, including renowned names such as Momentum, Metropolitan, Guardrisk, and Eris Properties, play a pivotal role in fulfilling this purpose.

Role Purpose

  • To engage with clients in an efficient manner in order to respond and resolve their queries effectively and according to service level agreements and legislative requirements.

Requirements

  • Matric or equivalent – (Essential)
  • Business related qualification – (Desirable)
  • 2 – 3 Years’ experience in a call centre or client service environment
  • Exposure to the medical scheme industry – (Preferred)
  • Proficient in English and another official South African language – (Essential)
  • Experience working with MS Office Suite – (Word, Excel)

Duties & Responsibilities
INTERNAL PROCESS

  • Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
  • Take ownership of complaints and ensure they are resolved timeously and effectively.
  • Provide clients with the relevant information and documentation as required in line with policy guidelines.
  • Capture and update client information on relevant system/s, based on data received from the client.
  • Accurately complete all administrative and reporting requirements within agreed timeframes.
  • Adhere to legislative / compliance requirements in the service process.
  • Identify and report process and system failures and enhancements to improve client experience.

CLIENT

  • Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
  • Escalate client queries to the relevant department or stakeholder.
  • Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
  • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
  • Provide authoritative, expertise and advice to clients and stakeholders.
  • Build and maintain relationships with clients and internal and external stakeholders.
  • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
  • Make recommendations to improve client service and fair treatment of clients within area of responsibility.
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

  • Develop and maintain productive and collaborative working relationships with peers and stakeholders.
  • Positively influence and participate in change initiatives.
  • Continuously develop own expertise in terms of professional, industry and legislation knowledge.
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas.
  • Take ownership for driving career development.

FINANCE

  • Contribute to the financial planning process within area.
  • Identify opportunities to enhance cost effectiveness and increase operational efficiency.
  • Manage financial and other company resources under your control with due respect.
  • Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies

  • Examining Information
  • Articulating Information
  • Upholding Standards
  • Documenting Facts
  • Showing Composure
  • Taking Action
  • Establishing Rapport
  • Meeting Timescales

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