Pricing Workflow Allocator

4 weeks ago

Cape Town, South Africa Momentum Corporate Full time

**Introduction**Role Purpose**Requirements**:
**Experience and Qualifications**
- Minimum matric with exemption including Mathematics (Pure) and Accounting/Physical Science.
- 2 - 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 pre-requisite.
- 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 problem-solving skills.
- Effective time-management, 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.
- Self-management andaccountability.
- Quality and service oriented
- Good judgment, effective decisionmaking and problem-solving.
- Planning and organizing.
- Live and uphold the MMH values.
- The willingness to follow prescribed rules, procedures and instructions and work within given structures.
- Self-starter, Self-disciplined and Self-motivated
- Pro-Activeness
- Commitment
- Assertiveness and Enthusiasm

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