Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture, is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.
Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Corporate Distribution Support Administrator provides quick and accurate administrative support, to enable the corporate health specialist and employee benefits consultant to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements, gaining comprehensive, hands-on experience in the overall corporate health and employee benefits support function.
Requirements
Qualifications:
- Grade 12/Matric
- Relevant NQF 7 Business-related qualifications (preferred) Business Management, Marketing or finance-related NQF 7 qualification/ BCom or BCom Honours degree. (preferred)
Experience:
Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
Experience in the MDS Sales environment will be an advantage
Proficient in Afrikaans and English (written and verbal)
Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
Duties & Responsibilities
Internal Processes: Sales and Service Experience
- Understanding of end-to-end processes across product lines Develop a deeper understanding of all aspects of corporate health and employee benefits.
- Understanding of end-to-end systems capabilities across product lines
- Challenge processes that do not serve the business - ease of business
- Good understanding of Compliance process adherence and impact of non-adherence
- Quotes fulfillment and tracking
- Professional presentation of quotes and relevant supporting documentation that support the 'advice-led' process
- Accountable for the new business process - end to end completed with least amount of comeback
- Provide administrative and operational support for corporate health programs
- Process application form and engage with Financial Adviser /practice staff asap after receipt
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirement
- Exposure to the Independent financial advisor market and the relationship with the Momentum distribution services.
- Ensure all cases and new business applications are correctly recorded and kept up to date on the activity manager.
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
- Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Administratively support Consultant on all planned marketing calls - to follow through in support
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
- Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
- Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Help gather and analyze data for corporate health and employee benefits.
- Support the communication and promotion of initiatives for corporate health
- Collaborate with cross-functional teams to enhance the corporate health function
- Gain exposure in presentations and advisor engagements
- Ensure that all training interventions are recorded on appropriate reports
- Provide support to other branches (nationally) when need arises to ensure business continuity
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Identify and report process and system failures and enhancements to improve client experience
Stakeholder Engagement - Ensure all internal and external engagements are conducted in a professional manner
- Maintain meaningful business relationships with all stakeholders ? Provide authoritative expertise to clients and stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
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Participate and contribute to a culture which builds rewarding relationships, facilitating feedback and provides exceptional client service
Collaboration and Self-development - Develop and maintain productive and collaborative working relationships with peers 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
Business Efficiencies and Effectiveness
- Identify opportunities to enhance effectiveness and increase operational efficiency.
- Manage company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum
Competencies
Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
Deciding and Initiating action: Makes prompt, clear decisions, which may involve tough choices or considered risks. Takes responsibility for actions, projects and people. Takes initiative, acts with confidence and works under own direction. Initiates and generates activity.
Delivering results and meeting customer expectations: Focuses on customer needs and satisfaction. Sets high standards for quality and quantity. Monitors and maintains quality and productivity. Works in a systematic, methodical and orderly way. Consistently achieves project goals.
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