Job Description

Closing Date 2025/04/11
Reference Number MMH250404-6
Job Title Client Service Administrator
Position Type Permanent
Role Family Client Services
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Cape Town
IntroductionThrough 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
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeTo provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries timeously and meeting the agreed service level agreements on all processes
RequirementsExperience and Qualifications

• Grade 12 or NQF level 4
• 2 Yearsxe2x80x99 experience in an Insurance and/ Retirement administration environment
• Employee Benefits administration experience will be advantage
• Completion of Yenzani will be advantageous

Duties & Responsibilities

• Ability to self-manage the full administration of risk & retirement schemes.
• Accurately complete member and risk premium reconciliations.
• Investigate and resolve all non-reconciling items.
• Administer and process the relevant scheme data from fund entry to exit stage.
• Process and effect payment on all claim types.
• Provide first time resolution to clients on queries via e-mail and telephonic.
• Assess and co-ordinate the required applications and make contact with the clients directly should there be any queries.
• Co-ordinate across the teams to ensure that the required tasks are completed before the monthly reconciliation is due.
• Assist clients efficiently with their requests through displaying the Momentum values enabling client retention and satisfaction.
• Build and maintain relationships with clients and stakeholders to ensure a smart client experience.
• Ensure all risks are mitigated and escalated when dealing with client requests.
• Keep abreast of Momentum Group product and legislation changes in order to effectively and accurately assist with client queries.
• Responsible for the monthly reconciliation of scheme data to assist with client reporting.

Please note that this role is based on the pay for performance remuneration structure
Competencies

• Accountability.
• Attention to details.
• Customer orientation.
• Communication skills.
• Planning and Organising.
• Teamwork.

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Group