IFA and Referrals Operational Specialist

Introduction Through our client-facing brands Metropolitan and Momentum, including our Safety rewards program, 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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page. Role Purpose To provide an effective and efficient administrative and operational function with regards to IFA and Referrals to support Sales and Distribution. Requirements

• Matric
• Post Grad degree or diploma in Computer Sciences or Commerce
• 3 years Short-term Insurance experience
• Proficient in MS Office (Word, Excel, PowerPoint, and Outlook)
• Working with intermediaries and their requirements and queries.

Duties & Responsibilities Internal Collaboration:

• Effective and consistent service delivery and support to all internal clients.

Internal Process:

• Ensure broker commission and LRA queries are escalated and followed up
• Investigation of enquiries with Customer support and MDS
• Resolve all enquiries according to need identified per enquiry including commission and referral queries and payments to stakeholders
• Create and distribute once-off LRA monthly fee statements once payments are made
• Inform managers of the status of all enquiries
• Assist with ad-hoc audits/investigations

Contract Management:

• Broker agreements administration with MDS as well as ad-hoc payment enquiries.
• Lead Referral agreement administration on Premia and AS 400.

Reporting:

• Submit monthly data/stats reports to manager on time and per agreed specifications

Values:

• Live the Momentum values
• Value assessment results at an acceptable level

Performance and Development:

• Manage own performance and development by ensuring performance contract in place
• Have quarterly performance review discussion with manager
• Have updated and signed personal development plan in place

Competencies The above-mentioned positions are currently available in the Momentum Insure department based at our office in Centurion

Information :

• Company : Momentum Insure Company Limited
• Position : IFA and Referrals Operational Specialist
• Location : Pretoria, Gauteng
• Country : ZA