Pricing Workflow Allocator

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

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Role Purpose
An exciting permanent position for a motivated and numerate Workflow allocator has become available in the Group Insurance & FundsAtWork Pricing department within Momentum Corporate. This department is responsible for setting premium rates for existing and new business. The area is a high-pressure environment, and the suitable candidate needs to be able to produce high-quality work while ensuring that tight deadlines are met.

The suitable candidate should be numerate, conscientious, and assertive as well as enjoy working in a team environment.

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)
• Apply judgment and allocate to various pricing teams based on the guidelines provided.
• Capture the requests on the required systems.
• Capture the relevant data at allocation and quote dispatch stage for reporting purposes.
• Close cases on the workflow 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, tool,s 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.
• Participate in the design and application of a stakeholder feedback capability in respect of service delivery.
• 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 within the division.
• Engage with appropriate training interventions to promote own professional development.

Finance

• Identify risks to the company and escalate accordingly.
• Monitors applications to ensure risks could not potentially lead to financial loss to the company.
• 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 and accountability.
• Quality and service-oriented.
• Good judgment, effective decision-making, and problem-solving.
• Planning and organizing.
• Live and uphold the Momentum Group 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.