Specialist for Referrals and Intermediaries

7 days ago


Pretoria, Gauteng, South Africa Momentum Full time

Job Summary:

This Specialist role supports the Referrals and Intermediaries team by providing expert knowledge and guidance on IFA and referral processes. The successful candidate will have excellent communication skills, strong analytical abilities, and a keen eye for detail.

Responsibilities:

  • Provide technical support for IFA and referral processes, ensuring accurate and timely resolution of enquiries
  • Collaborate with internal teams to develop and implement operational processes
  • Administer contract management, including broker agreements and lead referral agreement administration
  • Prepare and submit monthly data/stats reports to management, highlighting key metrics and trends
  • Develop and maintain strong relationships with internal stakeholders, including Sales and Distribution teams

Requirements:

  • Degree or diploma in Computer Sciences or Commerce
  • At least three years of experience in short-term insurance
  • Excellent MS Office skills, with proficiency in Word, Excel, PowerPoint, and Outlook
  • Strong analytical and problem-solving skills, with ability to work independently and as part of a team


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