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 Metropolitan provides practical financial solutions for people, communities, and businesses.

Disclaimer

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

Role Purpose

Ensure that all correspondence is indexed and routed to the correct workflow queue.

Requirements

1-2 years of administration experience - advantageous
Computer literate
O2 knowledge - advantageous
Grade 12/Matric

Duties & Responsibilities

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Internal Process

Perform all tasks related to document imaging including prepping, scanning, and indexing documents.
Ensure medical record documentation is processed into the correct patient medical record, department, and document type.
Sort mail into priority handling categories to prepare for scanning; back-end vs. front-end and returned mail.
Record registered mail received and distribute them to relevant departments where necessary.
Printing, fulfillment, and distribution of outbound correspondence to members and service providers.
Printing and distributing reports to various departments.
Ensure the timeous and scheduled maintenance of printing and fulfillment equipment.
Stock control management to ensure adequate levels for operations at all times.
Any other ad-hoc functions that may be required from time to time.
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Client

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 the area of responsibility.
Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
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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 of driving career development.
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Finance

Identify opportunities to enhance cost-effectiveness & increase operational efficiency within the business.
Demonstrate accountability & responsibility for Company resources allocated to you, with due respect.
Provide input with regards to potential business risks & mitigation.

Competencies

Business acumen
Client/stakeholder commitment
Drive for results
Leads change and innovation
Impact and influence
Self-awareness and insights
* Diversity and inclusiveness