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 www.momentumgroupltd.co.za
Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Provide quick and accurate administrative support, to enable the client service area to deliver a professional service to clients within Service Level Agreements and legislative / compliance requirements.
Requirements
- Matric/equivalent.
- 2 Years’ administration experience in a financial services or Insurance Administration environment.
- Client service experience.
- Employee benefits experience will be an advantage.
- Disability claims administration experience will be an advantage.
- Intermediate Excel will be an advantage, i.e. VLOOKUPs
Duties & Responsibilities
The incumbent will be co-responsible for the following:
Claims:
- Accurate calculation and payment of Monthly Income, Lump Sum Disability and Critical Illness Benefits in line with Policy and Legislative conditions.
Member record maintenance:
- Timely processing of review decisions, i.e. suspension, reinstatement, reduction and termination of benefits.
- Capture data accurately on relevant systems according to Service Level Agreements.
Client Servicing:
- Ability to address queries and resolve complaints raised by clients expeditiously, in both spoken (telephonically and face-face) as well as written communication (email).
- Dealing with client requests in a competent, efficient and professional manner.
- Adherence to organizational and team best practice, processes and legislative requirements.
- Maintaining a professional, consistent service delivery to ensure client retention and satisfaction.
- Support the Administration Manager to enable efficient and effective client service.
- Taking ownership of assigned workflow and ensure they are processed and resolved timeously and effectively.
- Identify and report process and system failures and enhancements to improve client experience.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
NB: This role is based on the Pay for Performance remuneration structure.
Competencies
- Attention to detail.
- Client Service oriented.
- Analytical thinking.
- Problem solving.
- Stress tolerance.
- Tenacity and resilience/adaptability.
- Sense of urgency.
- Effective communication skills through various channels.
- Time management.
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