Leads Administrator

3 months ago

Pretoria, South Africa Momentum Life 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.**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- To effectively manage leads and referrals that come to MFP from all sources, in order to deliver an excellent client experience and support the achievement of sales targets.**Requirements**:

- Post matric qualification
- Knowledge and understanding of business processes, insurance products and the insurance industry
- 2-3 years’ experience working in administration
- Knowledge of current CRM system
- Knowledge of BPM processes (and access to Service Call Centre BPM system

**Duties & Responsibilities**
- Internal Process- Processing the leads and referrals received on the leads management system, within agreed turnaround times.
- Qualifying these leads within agreed turnaround times (i.e. client contact details are correct + the client is indeed interested in speaking to a MFP planner).
- Distributing these leads to a MFP Planner within agreed turnaround times, and in terms of the business
- Tracking these leads over time, continuously following up and escalating where necessary.
- Providing the necessary reports/ insights on a daily basis, or intervals agreed in the team.
- Continuously tracking leads (i.e. monitoring and processing planner feedback).
- Providing input for system and process enhancements to ensure effective leads management processes.

Engage with clients in a client centric manner (Client Services)
- Build and maintain relationships with clients and internal and external stakeholders.
- Create partnerships with relevant stakeholders in order to understand business priorities and requirements.
- Develop service level agreements and standards across all touch points in order to ensure that all stakeholders receive clear and accurate information and are kept informed at all times.
- Drive efforts to improve service to all stakeholders and fair treatment within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

Self-management and teamwork (People)
- Drive and support effective teamwork within the department.
- Demonstrate the company's values on a daily basis.
- Establish productive, professional relationships with key stakeholders in the various networks.
- Create a positive work climate and culture to energise fellow employees, minimise work disruption and maximise employee productivity.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Identify own growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively drive performance excellence within the team in order to ensure business objectives are achieved by setting team goals and having regular dialogue to achieve balanced scorecard objectives.
- Encourage innovation, ensure integrity in communication, change agility and collaboration within the team

Contribute to financial controls (Finance)
- Manage financial and other company resources under your control with due respect.
- Identifies and escalates potential risks that may lead to increased costs.
- Awareness of own work delivery against cost parameters within the department.
- Increases knowledge and understanding of financial processes and required standards of operating within the department
- Participate in the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.

**Competencies**
- Business Acumen
Customer/ Stakeholder Commitment
Drive for Results
Leads Change and Innovation
Collaboration
Impact and Influence
Self-Awareness and Insight
Diversity and Inclusiveness

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