Job Description

Closing Date 2024/03/09
Reference Number MMH240123-4
Job Title Administrator: Underwriting
Position Type Permanent
Role Family Client Services
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Cape Town
Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect wha tmatters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at
www.momentummetropolitan.co.za
Role Purpose

The Underwriting Administrator will act as the liaison between the underwriter and the client by communicating decisions, resolving client queries, arranging Fastlane service and completing documents to enable the underwriting process.
Requirements

• Matric
• 1 year experience in a financial service administration environment is essential
• Employee benefits experience will be an advantage
• Completion of yenzani training will be an advantage

Duties & Responsibilities

• Keep abreast of product and industry knowledge in order to efficiently respond to member queries
• Identify risks to the company and escalate accordingly
• Take ownership of client queries and provide first time resolution to ensure client retention and satisfaction
• Responsible for incoming client calls and following up to request oustanding client information
• Receive and review underwriting documentation in order to ensure that they are complete and accurate
• Follow up with clients on outstanding information
• Process and underwriting process as per service level agreements with clients and submit monthly reports
• Resolve and escalate client queries when necessary
• Build and maintain relationships with clients and internal and external stakeholders
• Deliver on service level agreements made with all clients and stakeholders in order to ensure 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
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.

Competencies

• Attention to detail
• Accountability
• Customer orientation
• Planning and organizing skills
• Communicating with impact

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan