Pricing Workflow Allocator

2 weeks ago


Cape Town, Western Cape, South Africa Momentum Corporate Full time

IntroductionRole Purpose
Requirements:

Experience and Qualifications

  • Minimum matric with exemption including Mathematics (Pure) and Accounting/Physical Science.
- - 5years' work experience in the Insurance, Employee Benefits or other Financial Services industry is preferable, but not a pre-requisite.

  • Work experience in Insurance, Employee Benefits, or Group Insurance and/or FundsAtWork pricing is preferable, but not a prerequisite.
  • Work Experience in workflow allocation would be advantageous.
  • Computer literate with good MS OutLook, MS Word and MS Excel skills.

Duties & Responsibilities

INTERNAL PROCESS

  • Manage the Pricing team workflow mailbox to ensure all incoming requests are attended to timeously.
  • Ensure that the workflow mailbox is cleared from incoming mail daily.
  • Screen and analyze incoming workflow requests to ensure all requirements are provided.
  • Liaise with the Sales team and other internal clients with regards to deadlines and ad hoc allocation related queries (e.g. outstanding information)
  • Capture the requests on the required systems.
  • Capture the relevant data at allocation and quote despatch stage for reporting purposes.
  • Close cases on the work flow system when required.
  • General procedural maintenance (e.g. filing).
  • Assist the Pricing team leaders with other ad hoc functions (e.g. meeting bookings, general arrangements).
  • Ensure that all protocols, tools and systems are adhered to and are used correctly and effectively.

CLIENT

  • Engage in effective communication and exceed customer service expectations.
  • Maintain a consistent service delivery to ensure client retention and satisfaction.
  • Maintain a broad product knowledge to respond to customer queries effectively and accurately.
  • Deliver on service level agreements with internal and external stakeholders to meet or exceed client expectations.
  • Build and maintain strong relationships with the Sales channel and other clients.
  • Ensure satisfactory resolution of all queries and problems.
  • Track workflow related complaints and identify trends and risks and escalate accordingly to be addressed.

PEOPLE

  • Enhance the image of MMH through professional internal and external client liaison.
  • Work together with the Sales team to support client retention and new business acquisition via excellent customer service and maintaining excellent client and broker relationships.
  • Support effective teamwork withinthe division.
  • Engage with appropriate training interventions to promote own professional development.

FINANCE

  • Identify risks to the company and escalate accordingly.
  • Contribute towards reducing departmental operating costs.

Competencies

  • Knowledge and understanding of the insurance industry (specifically employee benefits) will be advantageous.
  • Ability to work with spreadsheets and basic calculations involving ratios, averages and data manipulation.
  • Excellent people and communication skills (verbal and written) with the ability to write coherently and professionally.
  • Analytical and problemsolving skills.
  • Effective timemanagement, flexibility and adaptability.
  • Attention to detail.
  • Computer literacy in Microsoft Office with strong Outlook, Excel and Word skills.
  • Ability to work independently and as part of a team.
  • Ability to work under pressure.
  • Selfmanagement andaccountability.
  • Quality and service oriented
  • Good judgment, effective decisionmaking and problemsolving.
  • Planning and organizing.
  • Live and uphold the MMH values.
  • The willingness to follow prescribed rules, procedures and instructions and work within given structures.
  • Selfstarter, Selfdisciplined and Selfmotivated
  • Pro-Activeness
  • Commitment
  • Assertiveness and Enthusiasm

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