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 Group provides practical financial solutions for people, communities and businesses. Visit us at
Role Purpose
To provide an effective and efficient service to clients and intermediaries by receiving, evaluating and responding to queries timeously.
Requirements
- Grade 12 (NQF Level 4)
- 4-6 Year's relevant experience
- Employee benefits experience is essential
- Extensive industry knowledge and product knowledge as well as relevant legislation
- Successful completion of Yenzani training is preferred
Duties & Responsibilities
- Effective and prompt management of the team mailbox.
- Ensuring effective management of the Credit Control accounts for the Retirement and Risk Book of Business of the team.
- Ensuring effective management of the risk claims accruals of the team.
- In conjunction with the Administration Manager be accountable for the preparation of the Quarterly Admin Reports.
- Assisting with the checking of claims and contribution cycles (recons) as the need arises.
- Taking ownership of queries and ensuring they are resolved timeously and effectively.
- Ensuring adherence to organisational best practice and legislative requirements.
- Adhering to policies and procedures and taking corrective action where necessary.
- Ensuring all risks are mitigated and escalated where necessary.
- Engaging in effective communication and delivering according to Service Level Agreements and providing first time resolution.
- Maintaining a consistent service delivery to ensure client retention and satisfaction.
- Supporting the Administration Manager and client centric model that enables efficient and effective client service.
- Assist on the contact centre as the need arises.
- Resolve complaints effectively within specified time frames and recommend corrective action to resolve the customer's complaint or query.
Competencies
- Accountability
- Attention to detail
- Customer orientation
- Communication with impact
- Organisation and planning skills
- Team player
- Time management
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