Job Description

Introduction

Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle 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 organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.

Visit us at www.momentummetropolitan.co.za

Disclaimer

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

Role Purpose

To understand and contribute to clients' life cover applications from start to finish through assisting them in understanding their needs,the benefits of the product and thevalue it will add.

What we are passionate about: Myriad Digital is responsible for bringing life insurance to clients through digital platforms and making sure clients' financial future is protected. Myriad is Momentum's Market-leading life insurance product, providing life cover to hundreds of thousands of South Africans. Myriad life insurance policies cover your clients against the risk of dying, becoming disabled or critically ill. Momentum Myriad is committed to partnering with clients on their journey to success. This belief encapsulates the spirit of success, which is the essence of Momentum. We look for opportunities in every risk and making sure that your clients benefit from the innovative outcomes linked to this, every day. These outcomes not only include comprehensive market-leading products, but also consist of a strong commitment that we will always look for reasons to pay valid claims. Part of the reason why Myriad has the unique ability todevelop superior, forward-thinking products and benefits is simply because we make it our responsibility to deliver to our client's needs.

Requirements

Grade 12 or equivalent qualification(required)
Relevant business or financialmanagement degree or 3 years diploma (required)
Knowledge of the financial servicesor insurance industry (beneficial)
Aspirations towards a career in financial Planning (beneficial)

Duties & Responsibilities

Engage telephonically with clients to understand their interest in the product.
Plan and manage the optimisation of leads performance and improvesales conversion rates.
Track, create and analyse leads performance and generate weekly and monthly reports.
Must be able to identify opportunities to improve sales conversion with sales teams through gaining insights from the digital channel.
Loaded and allocated confirmed leads to a sales agent to quote and close.
Provide a seamless new business client experience by ensuring that all new business applications are fully completed.
Ensure that missing and outstanding information throughout the client's onboarding process (such asapplication, medicals etc.) is proactively followed up on.
Capture all data accurately on relevant systems according to agree upon SLA's.
Analyse data to understand root cause of errors that occur in the administration and leads qualifying process.
Accurately capture client information, relevant actions and sales on the systems.
Accurately complete all administrative and reporting requirements within agreed timeframes.
Achieve set targets on production and quality.
Adhere to compliance requirements in the sales process in line with legislative requirements.
Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
Escalate client queries to the relevant department or stakeholders.
Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
Build and maintain relationships with clients and internal and external stakeholders.
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.
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.
Identify opportunities to enhance cost effectiveness and increase operational efficiency.

Competencies

Planning and organising skills
Time management skills
Critical Problem Solving
Interpersonal skills
* Communication skills