Pricing Team Leader

7 months ago

Cape Town, South Africa Momentum Corporate Full time

**Introduction**

Through our client-facing brands,we enable businesses and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future.We help companies and organisations to care for and reward their employees - our members. Our own network of advisers together with external independent brokers, utilizes our Momentum Metropolitan platforms to provide practical financial solutions for people, communities and businesses.

**Role Purpose**

To implement best practice framework for the pricing function that ensures optimal operation of the business through a comprehensive range of fit for purpose and best in class business pricing strategies, solutions and client services.

**Requirements**:
**Experience and Qualifications**:

- Relevant B.Comm Degree at NQF level 6.
- Mathematics or Statistics at degree level would be advantageous.
- If academic requirements are not met, then relevant supervisory/management experience in a Pricing environment will be taken into account.
- Recognition of Prior Learning will be taken into account.
- Minimum of 5 years industry experience specifically within the Pricing department.
- Minimum of 3 years industry experience specifically within Employee Benefits and/or Risk business.
- Experience in a Supervisory/Management capacity would be advantageous.

**Duties & Responsibilities**

INTERNAL PROCESS
- Manage the workflow so that targets are met, and queries are timeously resolved.
- Engaging and collaborating with various stakeholders (Sales teams and other departments) to ensure targets are met.
- Ensure all work from the team is accurate and delivered on a professional level.
- Perform quality assurance.
- Improve processes in order to minimise operating expenses.
- Implement innovative and effective solutions to meet and enhance team targets.

CLIENT
- Build and maintain relationships with clients and stakeholders.
- Enhance the image of Momentum Corporate through professional client liaison.
- Define fair and innovative client service practices which build rewarding relationships, as well as enables the team to provide exceptional client service.
- Contribute to a client service excellence culture which builds enduring and rewarding relationships, facilitates feedback and enables the team to provide exceptional client service.
- Drive efforts to improve client service and fair treatment of clients within the area of responsibility. Incorporate client feedback into the enhancement of daily business processes and management operating systems.
- Incorporate client feedback into the enhancement of daily business processes and management operating systems.

PEOPLE
- 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.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, teamwork, and cohesiveness.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Foster an environment which exhibits passion and enjoyment for the work being processed.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

FINANCE
- Support client retention and new business acquisition via excellent customer service and maintaining excellent client relationships.
- Ensure pricing and Ts & Cs in quotes and rate reviews are in accordance with the relevant agreed risk approach and pricing strategy.

**Competencies**
- Client/Stakeholder engagement, management and commitment.
- Impact and influence.
- Self-Awareness and Insight.
- Relationship building and influencing.
- Business and professional communication.
- Business acumen, business knowledge and industry awareness.
- Quality oriented.
- New and business pricing (ability quotes and rate reviews - analyse claims experience and determine rates and free cover limits).
- Financial awareness and management.
- Good judgement, effective decision making and problem-solving.
- Self-management.
- Information integration.
- Process efficiency improvement.
- Analytical thinking (including problem identification and problem analysis).
- Data management.
- Time management, flexibility and adaptability.
- Service and results orientated.
- Interpersonal communication and collaborative approach.
- Teamwork and co-operation.
- Basic and/or Intermediate level Word and Excel skills.

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