IFA and Referrals Operational Specialist

3 weeks ago


Pretoria, Gauteng, South Africa Momentum Metropolitan Holdings Limited Full time
Job title : IFA and Referrals Operational SpecialistJob Location : Gauteng, PretoriaDeadline : April 05, 2025Quick Recommended Links
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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
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