Mailbox Coordinator

2 weeks ago

Centurion, Gauteng, South Africa Momentum Corporate Full time

Introduction


Through our client-facing brands, we enable businesses 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 to care for and reward their employees - our members.

Our own network of advisers together with external independent brokers, utilizes our Momentum Metropolitan platforms to provide practical financial solutions for people, communities and businesses.


Role Purpose

Requirements:

  • Grade 12 (NQF Level 4)
  • Employee Benefits experience
  • Extensive industry knowledge and product knowledge
  • Extensive knowledge of relevant legislation
  • Intermediate Excel skills

Duties & Responsibilities

  • Taking ownership and provide first time resolution on enquiries, ensuring they are resolved timeously and effectivel
  • Ensuring accurate completion of documentation as per departmental guidelines in order to meet client needs
  • Effectively utilising IT systems to ensure accuracy of documentation
  • Ensuring adherence to organisational best practice and legislative requirements
  • Adhering to policies and procedures and taking corrective action where necessary
  • Ensuring all risks are mitigated and escalated where necessary
  • Engaging in effective communication and delivering according to Service Level Agreements
  • Engaging in effective communication and delivering according to Service Level Agreements
  • Maintaining a consistent service delivery to ensure client retention and satisfaction
  • Maintaining broad product knowledge in order to effectively and accurately respond to customer queries
  • Dealing with client requests in a competent, efficient and professional manner
  • In conjunction with the Administration Manager be accountable for the coordination of service delivery both internally and externally
  • Support client centric model that enables efficient and effective client service

Competencies

  • Accountability
  • Adaptability
  • Attention to detail
  • Business administration skills
  • Customer orientated
  • Communicating with impact
  • Organisation and planning skills
  • Excellent verbal and written business communication

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