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
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
Location
The above-mentioned position is currently available in the Momentum Insure department based at our offices in Centurion.
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