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
Ensure that all clients submit monthly membership data, ensuring that data received is received timeously, in the correct format and aligned to all mandatory required data and policy definitions. Overall maintenance of data collection.
Requirements
- Grade 12.
- Knowledge of Microsoft Office Package (Excel and Word) is essential.
- Minimum of 2 years' Employee Benefits experience.
- Strong written and verbal communication skills (in English).
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Assist employers in resolving errors relating to monthly reconciliation /data schedules.
- Ensure that data received is attached to the appropriate monthly contribution work flow after all queries have been addressed.
- Put appropriate notes onto the contribution workflow when data is in query.
- Manage receipt of accurate data on the Risk book of business on a monthly basis.
- Engage and educate clients on data requirements.
- Manage and collect the required PPR data (Cell phone numbers /email addresses).
- Ensure accurate data is received and all fields align to policy administration.
- Assist the pricing team with data for review purposes.
- Attend client meetings to educate and assist with data issues.
- Responsible to ensure that the administrators can run the monthly reconciliation with accurate data.
- Ensure that data is aligned to the effective month and is dated accordingly.
- Assist with strategic projects to convert data onto the Employer portal.
Competencies
- Organising and planning skills.
- Accountability.
- Customer orientated.
- Attention to detail.
- Good communication skills.
- Persistency to resolve issues.
- Accuracy.
- Teamwork.
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