Requirements

• Matric / Grade 12 or NQF level 4.
• Minimum of 2 years insurance sales industry experience.
• Must be proficient in Afrikaans and English.
• Knowledge on Momentum Life Insurance products and services will be beneficial.

Duties & Responsibilities

• Assist stakeholders in the submission of Onboarding applications using the digital channels
• Provide all stake holders with trustworthy support to ensure their clients are serviced
• Ensure digital capabilities available are used to enable the administration process.
• Ensure product house ‘way of work’ and SLA are adhered
• Focus on the quality of instructions received by all stakeholders internal and external
• Build and maintain good relationships with various stakeholders so the business can maximise value from these relationships.
• Understand stakeholders’ problems and challenges and identify ways the business could better address those needs
• Interact with stakeholders to manage service offerings, address queries and strengthen their satisfaction with the business.
• Identify and report process and system failures and enhancements to improve stakeholder experience
• Accurately capture and check new business documentation for errors and completeness
• Escalate faults and other housekeeping issues with the relevant stakeholders
• Perform all administrative tasks to agreed standards and ensure proper controls are kept for new business applications
• Timeously complete all administrative and reporting duties, related to the role within the agreed timeframes
• To utilize BPM across all processes and to effectively migrate from AWD (Reporting on errors received according to process)
• Ensuring the termination process is adhered too, and ensure all stakeholders are informed
• Ensure that the onboarding of stakeholders is seamless and accurateTo accurately perform policy book transfers

Competencies

• Adopting Practical Approaches
• Making Decisions
• Meeting Timescales
• Checking Things
• Following Procedures
• Managing Tasks
• Upholding Standards
• Producing Output