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 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

The purpose of the role is to monitor and evaluate the quality of new business sales and service across all the Sales, Service and Distribution (SSD) channels to ensure the relevant standards are met and maintained in line with the agreed processes and procedures. To document quality issues and performance measures for managers and

relevant stakeholders to review. To provide information to assist in the feedback and formal education processes of individuals that may deviate from the acceptable processes and procedures.

Requirements

Grade 12 or equivalent qualification
Relevant Diploma
Relevant process, system, and legislation training
2-3 Years' relevant experience (essential)
Insurance industry experience (desirable)
Experience in client services or quality assurance (desirable)

Duties & Responsibilities

INTERNAL PROCESS

Provides first line assurance on the adequacy and effectiveness of the operational processes and procedures.
Assesses the quality of data captured on business systems against quality standards to ensure accuracy of the
data.

Identify process or system improvements required, any trends which could highlight possible gaps, or training
requirements.

Provide feedback to line manager and suggestions for coaching to team members to achieve desired quality
levels.



CLIENT



Provide authoritative, expertise and advice to internal stakeholders.
Build and maintain relationships with internal and external stakeholders.
Deliver on service level agreements made with internal and external stakeholders in order to ensure that
expectations are managed.

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, clients, 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.
Effectively manage time and ensure optimal productivity.
Be self-confident, self-motivated and relentlessly pursue targets and goals.


FINANCE



Identify solutions to enhance cost effectiveness and increase operational efficiency.

Competencies

Business knowledge
Knowledge of relevant products, processes, systems, and applicable legislation
Knowledge of relevant legislation that is applicable to the business area.
Knowledge of the legislative impact on the insurance industry
Attention to detail.
Planning and organizing skills
Assertiveness
Reporting skills
Excel skills
Examining Information
Providing Insights
Following Procedures
Documenting Facts
Team Working
Upholding Standards
Interpreting Data
* Checking Things