Requirements

Mininum Qualifications

• Matric
• Business related Degree

Mininum Experience

• Good Excel skills are critical, and VBA will be a significant advantage
• Between 3- and 5-years’ work experience
• At least 3 years’ experience in a life insurance product or administration environment preferred
• Knowledge of and experience with annuity products will be an advantage

Duties & Responsibilities

Deliver client-centric income solutions to achieve business objectives (Internal Process)

• Work collaboratively with the other business units to answer annuitant queries.
• Assist in producing actuarial reports on the latest fund value, interest earned over a period and client SARB reports.
• Compile reports for internal stakeholders for effective decision making.
• Assist in the creation of policy agreements or endorsements for corporate clients in consultation with legal to ensure information is correct and compliance with the relevant regulatory frameworks.
• Actively participate in the research and monitoring of competitors to identify bonus increases, fees and general information.

Calculating refund or adjusted payments to clients.

• Provide support to the Investments operations team & business system analysts (“Momentum Corporate BPO” team), in implementing new business and required changes on the admin systems
• Provide support to the Investments operations team for the ongoing administration of annuity business
• Producing new business quotations on Corporate Retail With-Profit Annuity products.
• Establish and maintain strong relationships with various internal and external stakeholders.
• Assist stakeholders with the analysis, supply and translation of information on annuity funds.
• Produce termination, transfer and disinvestment information for institutional clients.
• As part of Income Solutions team, ensure scheme lists for different with-profit products remain accurate and up to date.
• Extract actual fees deducted from retirement funds each month and communicate it to internal stakeholders.
• Assist with ad-hoc projects

Enable client centricity within area of responsibility (Client Services)

• Provide guidance, expertise and information to stakeholders
• Build and maintain relationships with internal stakeholders
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

Self-management and teamwork (People)

• Develop and maintain productive and collaborative working relationships with peers, clients and stakeholders
• Positively influence and participate in team 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
• Effectively manage time and ensure optimal productivity
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant an innovative client solutions and comply with governance requirements
• Be self-confident, self-motivated and relentlessly pursue targets and goals.