New Business Administrator: Temporary

2 weeks ago

Centurion, South Africa Momentum Distribution Services Full time

**Introduction**

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

**Role Purpose**

A New Business Administrator (NBA) provides quick and accurate capturing of new business cases for the MDS Sales Channel. The NBA executes all capturing of new business cases in a professional manner, also pays a pivotal role in the MDS value chain proposition to FAs. This role plays a symbiotic role with the consultants to reach MDS strategic objectives and goals.

**Requirements**:
**Qualifications**:

- Grade 12, Matric (Essential)
- Office/Business administration qualification NQF 7/ bachelor’s degree

**Experience**:

- 1-2 Year experience in the financial services industry (essential)
- Capturing experience will be an advantage
- MS Word, Excel, and Outlook
- Internal MMI systems & processes (preferred)
- Insurance industry experience (preferred)
- Experience within the MDS Sales environment will be an advantage,
- Proficient in Afrikaans and English (both written and verbal).

**Duties & Responsibilities**

**Internal Processes: Sales and Service Experience**:

- Understanding of end-to-end capturing systems capabilities across product lines
- Send outstanding requirements to the MDS Channel via workflow systems (AS400)
- Accept new Investo cases in line with process upon receipts of all outstanding requirements online of business systems.
- Assign internal admin queries to administrative internal support with detailed description of the query (e.g., CDD team/BAs).
- Identify financial and business-related risks to the company and escalate in line with the respective process.
- Fix capturing errors online of business systems and provide feedback to the stakeholders (apology letter)
- Challenge processes that do not serve the business - ease of business
- Good understanding of Compliance process adherence and impact of non-adherence
- Provide support to other branches (nationally) when need arises to ensure business continuity.
- Identify and report process and system failures and enhancements to improve client experience.
- Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
- Adhere to the way of work rules/document

Client Advisor: Stakeholder Engagement:

- Ensure all internal and external engagements are conducted in a professional manner
- Deliver on service level agreements made with internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Maintain meaningful business relationships with all stakeholders
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service

Culture and Personal Development:

- Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development
- Positively influence and participate in change initiatives.

Finance: Business Efficiencies and Effectiveness:

- Identify opportunities to enhance effectiveness and increase operational efficiency.
- Manage company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum

**Competencies**
- Interacting with People
- Conveying Self-Confidence
- Showing Composure
- Thinking Positively
- Following Procedures
- Managing Tasks
- Upholding Standards
- Business Acumen
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Documenting facts

Skill:

- Computer literacy
- Written and verbal communication
- Problem solving
- Time management
- Interpersonal skills

Attributes:

- Brand Ambassadorship
- Attention to detail
- Self-starters that is able to work effectively without supervision
- Professional standards and Professional in all engagements with IFAs and head office staff
- Relating and networking (building rapport and relationships),
- Stress tolerance,
- Flawless and effective communication (written and oral),
- Delivering results and meeting stakeholder

  • New Business Administrator: Temporary

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Distribution Services Full time

    IntroductionMomentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.Role PurposeA New...

  • New Business Administrator: Temporary

    2 weeks ago

    Centurion, South Africa Momentum Distribution Services Full time

    **Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

  • Temporary Systems Consultant

    2 weeks ago

    Centurion, South Africa Staff Solutions Full time

    New position is available for a Temporary Systems Consultant for our client in the Automotive Industry. The position is based in Centurion. **Tasks**: - Ensure minimum disruptions to the daily business processes through a well maintained and stable SAP ET2000, IDIS (Inventory Management System) and Business Warehouse (BW) system. - Ensure a continuous and...

  • New Business Team Leader: Temporary

    2 weeks ago

    Centurion, South Africa Momentum Distribution Services Full time

    **Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

  • Service Specialist: New Business

    2 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** Momentum Investments helps you grow your wealth, whether you’re an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. We understand that your investment isn’t just another investment. It’s unique to you. **Role...

  • Temporary Systems Consultant

    2 weeks ago

    Centurion, Gauteng, South Africa Staff Solutions Full time

    New position is available for a Temporary Systems Consultant for our client in the Automotive Industry. The position is based in Centurion.Tasks: Ensure minimum disruptions to the daily business processes through a well maintained and stable SAP ET2000, IDIS (Inventory Management System) and Business Warehouse (BW) system. Ensure a continuous and stable...

  • Service Manager: New Business

    4 weeks ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), 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.- **Role Purpose** - As the Service...

  • Service Manager New Business

    2 weeks ago

    Centurion, Gauteng, South Africa PPS Recruitment Full time

    Job Advert Summary: Ensure Service Levels requirements, quality and targets are understood and met, Prepare and conducting Performance discussion with individuals.Minimum Requirements: A minimum of Grade 12 Qualification 3 Years' experience in the Medical Scheme industry (New Business and Underwriting) Sound knowledge and understanding of underwriting...

  • Service Manager: New Business

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Investments Full time

    Introduction Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), 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.Role Purpose As the Service Manager for RISO's...

  • Business Development Consultant

    3 weeks ago

    Centurion, South Africa Ziyana Business Consulting Full time

    About the Role A Business Development Consultant is responsible for overseeing the implementation of business objectives among their company’s marketing, branding, business development (new and existing) initiatives. Conducting industry research in line with our service offering. Researching target audiences, recording data from campaign results to add to...

  • Client Services Administrator

    5 days ago

    Centurion, South Africa Momentum Corporate Full time

    **Introduction** Through our client-facing brandsMetropolitan and Momentum, withMultiply (wellness and rewardsprogramme), and our otherspecialist brands, includingGuardrisk and Eris Property Group,the group enables business andpeople from all walks of life toachieve their financial goals andlife aspirations. **Role Purpose** Accurately process retirement...

  • Tender Projects Administrator

    4 weeks ago

    Centurion, South Africa Business Triggers Full time

    **Tender Projects** **Administrator** **Job Overview** In the administrator role, you will lead the management, design, construction, and maintenance of all ongoing funded transaction. You will search for potential risks in contracts being considered by the organization. Success in this role will be demonstrated by your ability to identify and mitigate...

  • New Business Sales Executive

    3 weeks ago

    Centurion, South Africa Sapientis South Africa Full time

    A top tier Logistics company with a footprint across Africa and abroad is looking for a Logistics Sales Executive. You will be responsible to actively explore new business opportunities in the International Logistics / Clearing and Forwarding market. The role focuses on building and maintaining client relationships, assessing client specific needs, promoting...

  • Tender Projects Administrator

    2 weeks ago

    Centurion, Gauteng, South Africa Business Triggers Full time

    Tender Projects AdministratorJob OverviewIn the administrator role, you will lead the management, design, construction, and maintenance of all ongoing funded transaction. You will search for potential risks in contracts being considered by the organization. Success in this role will be demonstrated by your ability to identify and mitigate against risks and...

  • Tax Administrator

    4 weeks ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), 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. **Role Purpose** This position in the...

  • Business Intelligence Administrator

    2 weeks ago

    Centurion, Gauteng, South Africa Momentum Life Full time

    IntroductionThrough our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), 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.Role PurposePlay a key...

  • Sales Administrator

    6 days ago

    Centurion, South Africa Nology Full time

    **Job Purpose Summary**: The Sales Administrator acts as the first point of contact with the customer, portraying a professionalism and confidence that delivers the ultimate in customer relationships and support the Account Mangers. **Job Title**: Sales...

  • Reporting Administrator

    2 months ago

    Centurion, South Africa Flink South Africa (PTY) LTD Full time

    Overview: Hyper Auto Specialises in Fleet and Video Telematics, and is based in Route 21 Business Park, Irene, Centurion. We require the services of a reporting administrator whose main responsibility will be to compile ad-hoc reporting, and report on the functionality of our solutions. The responsibilities will be to compile reports, derived from our...

  • Reporting Administrator

    19 hours ago

    Centurion, South Africa Flink South Africa (PTY) LTD Full time

    Overview: Hyper Auto Specialises in Fleet and Video Telematics, and is based in Route 21 Business Park, Irene, Centurion. We require the services of a reporting administrator whose main responsibility will be to compile ad-hoc reporting, and report on the functionality of our solutions. The responsibilities will be to compile reports, derived from our...

  • Administrator: Config Management

    3 weeks ago

    Centurion, South Africa BCXP Full time

    Business unit, Department, Reporting Business Unit Department Config Management Job grade OP1 Core Description Performs day-to-day delivery of Configuration Management services to the organization. To provide accurate information on configurations and their documentation to support all the other Service Management processes Key Deliverables / Primary...