Job Description

Closing Date 2024/05/28
Reference Number MMH240521-1
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 Gauteng
Location - Town / City Centurion
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 toachieve 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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at
www.momentummetropolitan.co.za.
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
• 2 Years' relevant experience
• Intermediate experience with MS Office Suite (Word, Excel)
• Experience in the insurance or financial services industry.
• Employee Benefits experience will be an advantage.

Duties & Responsibilities

• Responsible for incoming client calls and email queries and following up to request outstanding client information.
• lnvestigate client queries within service level agreements and provide clients with timeous feedback.
• Capture data accurately on relevant systems according to Service Level Agreements.
• Provide relevant information and documentation as requested, in line with relevant guidelines.
• File and maintain all relevant documentation, enabling ease of access by team members.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to all relevant legislative / compliance requirements.
• Identify and report process and system failures and enhancements to improve client experience.
• Provide authoritative expertise to clients and stakeholders.
• Build and maintain relationships with clients and internal and external 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.
• Attend retirement related meetings to keep abreast of operations within the business.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.

Competencies

• Accountability
• Adaptability
• Attention to detail
• Customer orientated
• Business acumen
• Organisation and planning skills.

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 Metropolitan