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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. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at
Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The purpose of the role is to provide effective and efficient service to clients by checking and approving medical aid annuities, pension fund and death claim processes in order to support operation of the Fund.
Requirements
Experience and Qualifications:
Grade 12 (NQF Level 4).
3 to 5 years' experience in a financial services environment is essential.
Knowledge of medical aid annuities and pension funds will be an advantage.
Quality checking experience or exposure to quality checking will be advantageous.
Intermediate experience with MS Office suite, i.e. Word and Excel.
Employee benefits experience is preferred.
Payroll experience will be an advantage.
Duties & Responsibilities
The incumbent will be co-responsible for the following:
Check and authorise all items processed by Service Consultants to ensure accuracy.
Check daily unverified reports in order to find errors and ensure that payments are made.
Ensure monthly payment runs are submitted for authorisation in order to ensure timeous payment to clients.
Ensure processes are accurately applied in respect of departmental requirements for Home Affairs, Medical Aid, Foreign Payments and Deaths claims.
Accurately apply annual increases to ensure members receive correct salaries.
Investigate client queries within service agreements and provide clients with timeous and accurate feedback.
Escalate client queries to the relevant department or stakeholder as and when required.
Build and maintain relationships with clients and stakeholders to create a consistent client experience.
Co-ordinate service delivery internally and externally in conjunction with the Administration Manager.
Support the Administration Manager and client centric model that enables efficient and effective client
service.Administration of Annuity business which includes monthly pension payments and death claims.
Ensure that monthly payslips and annual tax certificates are sent to members.
Monthly & quarterly reporting for customised schemes.
Check monthly Home Affairs, Status 2 & 3 and foreign payments file.
Competencies
Time management.
Communication skills.
Client orientation.
Attention to detail.
Accountability.
Impact and influence.
