Job Description

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 what matters 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 Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Accurately and effectively analyse and review incoming correspondence and documents and create and allocate appropriate workflow task on the workflow system withing the service level agreement.

Requirements

Matric qualification or equivalent
At least 1 year administration and data capturing experience in an insurance environment
Intermediate Microsoft Excel skills
Employee benefits experience will be an advantage

Duties & Responsibilities

The incumbent will be co-responsible for the following:

Data capturing in respect of documents and correspondence.
Respond to and resolve basic enquiries within agreed service level agreement.
Redirect emails meant for other areas to the appropriate individual/mailbox.
Familiarise self with the various areas within Momentum Corporate in order to gain knowledge of where enquiries should be directed to, if required.
Ensuring a high level of customer service when liaising with stakeholders.
Provide support to the front-line team with inbound calls, answer emails, and attend to the walk-in clients when required.
Ensuring that the principles and outcomes of TCF (Treating Customers Fairly) are practiced and achieved in all duties performed and services provided to all stakeholders.

Please note that this role is based on the pay for performance remuneration structure.

Competencies

Attention to detail
Time management skills
Communication skills
Planning skills
* Interpersonal skills