Corporate Distribution Support Administrator- Pretoria MMH250806-1

Role Purpose

The Corporate Distribution Support Administrator provides quick and accurate administrative support, to enable the corporate health specialist and employee benefits consultant to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements, gaining comprehensive, hands-on experience in the overall corporate health and employee benefits support function.

Requirements
Qualifications:

• Grade 12/Matric
• Relevant NQF 7 Business-related qualifications (preferred) Business Management, Marketing or finance-related NQF 7 qualification/ BCom or BCom Honours degree. (preferred)

Experience

• Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Word, Excel, Windows etc).

Duties and Responsibilities

Internal Processes: Sales and Service Experience

• Understanding of end-to-end processes across product lines Develop a deeper understanding of all aspects of corporate health and employee benefits.
• Understanding of end-to-end systems capabilities across product lines
• Challenge processes that do not serve the business - ease of business
• Good understanding of Compliance process adherence and impact of non-adherence
• Quotes fulfillment and tracking
• Professional presentation of quotes and relevant supporting documentation that support the 'advice-led' process
• Accountable for the new business process - end to end completed with least amount of comeback
• Provide administrative and operational support for corporate health programs
• Process application form and engage with Financial Adviser /practice staff asap after receipt
• Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements.
• Exposure to the Independent financial advisor market and the relationship with the Momentum distribution services.
• Ensure all cases and new business applications are correctly recorded and kept up to date on the activity manager.
• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Consult systems to view progress - those documents pull through correctly
• Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
• Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
• Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Administratively support Consultant on all planned marketing calls - to follow through in support
• Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
• Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
• Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquirie

Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.

• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Help gather and analyze data for corporate health and employee benefits.
• Support the communication and promotion of initiatives for corporate health
• Collaborate with cross-functional teams to enhance the corporate health function
• Gain exposure in presentations and advisor engagements
• Ensure that all training interventions are recorded on appropriate reports
• Provide support to other branches (nationally) when need arises to ensure business continuity
• Identify and report process and system failures and enhancements to improve client experience Stakeholder Engagement

Ensure all internal and external engagements are conducted in a professional manner

• Maintain meaningful business relationships with all stakeholders ? Provide authoritative expertise to clients and stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitating feedback and provides exceptional client service

Collaboration and Self-development

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development

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