New Business Team Leader: Temporary

6 months 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**

**Requirements**:
Qualifications:

- Grade 12, Matric (Essential)
- Relevant NQF 7 Bachelor’s degree

**Experience**:

- 2 - 3 years’ experience in the financial services industry (Essential)
- Of which 1 - 2 years’ must be of people management experience (Essential)
- Insurance industry experience (preferred)
- Experience within the MDS Sales environment will be an advantage,
- Proficient in Afrikaans and English (both written and verbal) - Essential

Proficient in Afrikaans (both written and verbal) - Advantage

**Duties & Responsibilities**

Protection of Business and General Operations:

- Successful management of capturing process
- Manage general operations and infrastructure including but not limited to:

- Optimal connectivity
- Security and safety of People
- Accurate reporting: measure results to continuously improve delivery.
- Daily workflow management and effective resource planning, identification of service failures and problem resolution.
- Manage the implementation of standard operating procedures and uphold good quality and service standards.
- Manage business efficiency through the management and optimisation of people, processes, systems and technology.
- Treat Customers Fairly (TCF), POPIA, FICAA principles and any other legislative compliance requirements.
- Manage escalation process to resolution and identify and fix process inefficiencies.
- Responsible for all area specific training, conjunction with the product houses.
- Ensure all required reporting is completed accurately on a daily, weekly and monthly basis.
- Monitor and evaluate the new business capturing administrative processes for quality and effectiveness and adjust as required.
- Review performance targets in line with business objectives and realities to ensure optimal performance is maintained.
- Create, implement and ensure compliance to the relevant Service Level Agreements (SLAs).
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Adhere to Way of work document.

Partner with Sales Team with a view on Sales Creation:

- Maintain meaningful business relationships with all stakeholders
- Manage and record client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Make recommendations to improve stakeholder service and fair treatment of clients within area of responsibility.

Culture Leader:

- Architect and enforcer of the culture, performance and capability requirements
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values. (Game Plan Credo & Partnership Model)
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, high performance and cohesiveness.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
- Management and implementation of employee orientated processes:

- Recognition - MDS Elite Programme
- Performance Excellence - lead and engage with employees on set team goals through authentic performance conversations with employees
- Employee Engagement and morale of employees.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Positively influence and participate in change initiatives

Cost Effectiveness:

- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy (curtailing and minimizing potential losses)
- Provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
- Adhere to risk management, governance and compliance polici

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