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. 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
We are looking for a dynamic person with a passion for enabling clients towards their financial success. This will be achieved through the Digital Administrator by coordinating and supporting the day-to-day operational and administrative functioning within the Momentum Life digital sales team.
Requirements
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Matric / Grade 12 or NQF level 4.
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Minimum of 2 years insurance sales industry experience.
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Must be proficient in Afrikaans and English.
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Knowledge on Momentum Life Insurance products and services will be beneficial.
Duties & Responsibilities
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Assist stakeholders in the submission of Onboarding applications using the digital channels
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Provide all stake holders with trustworthy support to ensure their clients are serviced
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Ensure digital capabilities available are used to enable the administration process.
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Ensure product house ‘way of work’ and SLA are adhered
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Focus on the quality of instructions received by all stakeholders internal and external
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Build and maintain good relationships with various stakeholders so the business can maximise value from these relationships.
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Understand stakeholders' problems and challenges and identify ways the business could better address those needs
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Interact with stakeholders to manage service offerings, address queries and strengthen their satisfaction with the business.
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Identify and report process and system failures and enhancements to improve stakeholder experience
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Accurately capture and check new business documentation for errors and completeness
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Escalate faults and other housekeeping issues with the relevant stakeholders
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Perform all administrative tasks to agreed standards and ensure proper controls are kept for new business applications
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Timeously complete all administrative and reporting duties, related to the role within the agreed timeframes
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To utilize BPM across all processes and to effectively migrate from AWD (Reporting on errors received according to process)
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Ensuring the termination process is adhered too, and ensure all stakeholders are informed
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Ensure that the onboarding of stakeholders is seamless and accurate
To accurately perform policy book transfers
Competencies
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Adopting Practical Approaches
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Making Decisions
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Meeting Timescales
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Checking Things
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Following Procedures
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Managing Tasks
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Upholding Standards
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Producing Output
