MOMENTUM METROPOLITAN IS HIRING

BRANCH MANAGER - KIMBERLEY

Details
Closing Date: 2023/08/31
Reference Number: MMH230728-2
Job Title: Branch Manager - Kimberley
Position Type: Permanent
Role Family: Sales
Cluster Metropolitan: Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Northern Cape
Location - Town / City: Kimberley

Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.

Metropolitan operates in South Africa, but the brand is also present in 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.
Visit us at: www.metropolitan.co.za

Role Purpose
Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

Requirements
Qualifications:
Matric or equivalent NQF Level 4 qualification
FAIS Representative Regulatory Exam Level 5 passed.
120 credit FAIS recognised qualification.

Experience

3-5 years’ working experience in the insurance industry environment.
A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP.
Class of Business 3 and 7 (Preferable).
Experience in FAIS Tier 1 Long Term Insurance Products as well as experience in Pension Benefit products.

Skills and Knowledge:

Relationship building
Networking
Good communication
Computer Literacy
Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
People Management

Other requirements

Driver’s license and own vehicle

Duties & Responsibilities
INTERNAL PROCESS

Managing a team of Financial Advisors
Develop plans to achieve sales targets in line with client centric practices.
Manage the adherence to operational processes, policies, and legislative requirements.
Develop action plans and initiatives to drive sales, motivate team and improve performance.
Communicate and implement approved team targets within area of responsibility.
Implement action plans to achieve sales targets and business goals.
Effectively manage all day-to-day team activities and escalations.
Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
Regularly assess team members’ performance against targets and implement actions to increase performance.
Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
Maintain effective and efficient record keeping on the relevant system.
Conduct regular engagement with team members to cascade information and team objectives.
Cultivate and manage working relationships with a variety of stakeholders.
Analyse, identify tends and report on team performance and productivity.
Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
Implement measures to address non-performance within the team.
Identify operational efficiencies and make recommendations for improvement.

CLIENT

Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
Provide regular reports on delivery of services.
Provide authoritative, expertise and advice to clients and stakeholders.
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, facilitates feedback and provide exceptional client service.

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.
Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.

FINANCE

Give input into the budget for area and implementation of financial regulations.
Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies

Business Acumen
Client/ Stakeholder Commitment
Drive for Results
Leads Change and Innovation
Motivating and Inspiring Team
Impact and Influence
Collaboration
Self-Awareness and Insight

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

PLEASE APPLY HERE

HUMAN CAPITAL CONSULTANT

Details
Closing Date: 2023/08/11
Reference Number: MMH230728-4
Job Title: Human Capital Consultant
Position Type: Permanent
Role Family: Human Capital
Cluster Group: Finance
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za.

Role Purpose
Provide generalist Human Capital (HC) support across the ambit of the HR value chain, in order to ensure that the business achieves their strategic objectives through people management.

Requirements
QUALIFICATIONS:
•    Relevant HR degree
•    Honours degree in HR, Social or Behavioural Sciences, advantageous
•    Registered Psychometrist, independent practice (advantageous)

EXPERIENCE:
•    Minimum of 1-2 years' experience in Human Capital Consulting
•    Knowledge of HR policies and procedures and relevant legislation (EE, BCEA, LRA etc.)
•    Proficient in Microsoft Office

Duties & Responsibilities
Internal Process:

Contribute to the implementation of the HC strategy and agenda to drive people solutions which enables business outcomes.
Coordinate and execute the end to end recruitment process from scoping the role to placement of the candidate (role profiling, advertising, shortlisting, screening, propriety checks, regrets, assessments, interviews, feedback and placement).
Coordinate the logistical arrangements for the recruitment, assessment and employee relations processes (interviews, meeting rooms etc.).
Coordinate and support the on-boarding and integration programme for new employees by making logistical arrangements, conducting stay interviews and supporting managers in preparing and receiving new employees.
Capture and maintain employee and position management data on the relevant system and ensure that data quality and integrity standards are adhered to.
Compile and file HC and employee documentation and ensure documentation is timeously and accurately submitted to the relevant stakeholders (contracts, on-boarding documentation, disciplinary information, benefit documents etc.).
Proactively engage with employees pre-appointment to explain the different medical aid and retirement scheme benefits / options.
Provide assistance to employees on queries regarding benefits and assist with any updates or reviews.
Provide the necessary advice and ensure the implementation of all Human Capital people practices and processes.
Create role profiles as a tool for defining work and as input into various processes.
Request benchmarks from central compensation for relevant roles, follow up and document feedback.
Facilitate the exit process (resignation, termination, retirement and other) by providing exit documentation to relevant parties, coordinating the logistical arrangements and conducting exit interviews.
Facilitate the performance excellence process by providing support to line managers and employees, monitoring and reporting on the completeness of the performance excellence process and providing feedback to the relevant stakeholders.
Advising and guiding leaders and Learning & Development on training gaps & interventions that are aligned with the strategic objectives of the business and the employees’ performance development plans (PDPs).
In partnership with Group Employee Relations lead and facilitate employee relations matters, guide employees and managers and uphold legislative requirements, internal standards and integrity.
Compile and share various reports, highlighting trends to mitigate people risk and provide insight in to people management for the area (EE, Skills development, ER, Exits, Recruitment, Stay Interviews, Leave etc.)

Client Services:

Build and maintain relationships with clients and internal and external stakeholders.
Deliver on service level agreements applicable to 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, facilitates feedback and provides exceptional client service.
Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.

People:

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.

Finance:
Identify solutions to enhance cost effectiveness and increase operational efficiency.
Contribute to the identification solutions to enhance cost effectiveness and increase operational efficiency with area.
Manage financial and other company resources under your control with due respect

Competencies

Business Acumen
Client Commitment
Drive for Results
Leads Change and Innovation
Collaboration
Impact and Influence
Self-awareness and Insight
Diversity and Inclusiveness

ADMINISTRATOR: QUALITY CONTROL

Details
Closing Date: 2023/08/05
Reference Number: MMH230726-2
Job Title: Administrator: Quality Control
Position Type: Temporary
Role Family: Client Services
Cluster Momentum: Corporate
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our others 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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
The purpose of the role is to bring about high quality service by overseeing the quality of operational team's output and client interactions within an agreed SLA and to ensure exceptional service processing and effective execution of operational functions.

Requirements
Grade 12 or Equivalent
Minimum of 2 years of experience in employee benefits
Quality Checking experience will be advantage
Experience in a financial services environment

Duties & Responsibilities

Check and verify all financial and non-financial operational transactions including client interactions accurately and within the agreed turnaround times and service level agreements ensuring no daily backlog in quality queues.
Identify and clearly note gaps intransactional processing performance or service delivery and give concise recommendation/feedback for corrections and improvements in service delivery on relevant platforms for immediate action by operations service consultants and to allow accurate reporting on up-skilling and development to the operational management team.
Contribute to the identification of business services process issues and development of solutions, escalating to the
Quality Control Portfolio Manager to determine the best operational course of action.
In collaboration with the Portfolio Manager implement and take joint accountability for the service to the Momentum Corporation Operational business strategy.
Contribute and ensure compliance to relevant legislation and risk mitigation strategies.
Deliver on service level agreements to ensure that the overall 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, facilitates feedback and provides exceptional client service.
Adopt a performance culture that exceeds service delivery expectations maintaining high quality output within service level agreement.
Adopt a culture of accountability for personal, regional and cross regional queue management to ensure full turn-around time of quality control items is maintained.
Understand impact of quality effort to overall client experience.
Take full accountability for personal management of own service standard delivery.
Build strong relationships through providing consistent and accurate concise recommendation/feedback, expressing positive expectations to improve overall high quality client service experience.
Exceed client expectation by adopting a cross regional team culture.
Positively influence and participate in change initiatives.
Continuously develop own expertise in terms of operational process changes, industry and legislation knowledge.
Contribute to continuous innovation through the development, sharing and implementation of new ideas.
Take ownership for driving career development.
Manage financial and other company resources under your control with due respect.
Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Check and verify all operational processes and client interaction timeously and accurately to avoid re-works and late processing penalties.
Adopt a culture of excellence ensuring zero defects / errors in overall client experience from Momentum Corporate operational teams.

Competencies

Collaboration
Customer orientation
Impact and influence
Accountability
Adaptability
Attention to detail
Communication skills

CLIENT SERVICES ADMINISTRATOR (TEMPORARY)

Details
Closing Date: 2023/08/04
Reference Number: MMH230728-7
Job Title: Client Services Administrator (Temporary)
Position Type: Temporary
Role Family: Client Services
Cluster Momentum: Corporate
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Accurately process retirement fund member's data and provide fund administration services within agreed service levels.

Requirements

Matric
2 years' experience in Employee Benefits administration

Duties & Responsibilities

Accurately complete member and risk contribution reconciliations
Investigate and resolve all non-reconciling items
Monitor the monthly risk premium payments to respective insurers in line with agreed timelines
Ensure all risk processes are updated to member records and reconciled weekly Check and approve late payment interest calculations
Draft professional and relevant correspondence to clients
Prepare and submit accurate reports on the status of the Retirement Fund administration
Attend retirement related meetings to keep abreast of operations within the business
Receive and review claim documentation in order to ensure that they are complete and accurate
Follow up with clients on outstanding information
Submit beneficiary statements to board of trustees for approval when necessary
Process and pay claims as per service level agreements with clients
Prepare and submit monthly reports
Investigate client queries within service level agreements and provide clients with timeous feedback
Resolve and escalate client queries when necessary
Build and maintain relationships with clients and internal and external stakeholders
Deliver on service level agreements made with all clients and stakeholders in order to ensure 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, facilitates feedback and provides exceptional client service
Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets

Competencies

Attention to detail
Accountability
Customer orientation
Planning and organizing skills

COST ACCOUNTANT

Details
Closing Date: 2023/08/04
Reference Number: MMH230727-1
Referral Platform URL: Click here to refer a friend
Job Title: Cost Accountant
Position Type: Permanent
Role Family: Finance
Cluster Investment Management
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Accurately process financial information, ascertain and analyse costs and support stakeholders with the interpretation of financial information to enable business decision making.

Requirements

BCom Accounting; BCom Cost and Management; BCom Finance Or equivalent NQF 7.
3+ years in management accounting.
Experience in financial services environment.
Skills in Excel (Intermediate).
Familiar with systems and tools like: IDU, JDE, PowerBI, Clickview.

Duties & Responsibilities
Compile and prepare financial information (Internal Process)

Responsible for preparing and uploading month-end journal entries to allocate expenses and reconciliations.
Review and approve the general ledger journal allocations based on levels of authority and policy.
Change incorrect cost centre allocations and ensure that the corrections are accurately processed (IDU, PeopleSoft & Payroll).
Accurately update and maintain the fixed assets register and make recommendations to enhance the management of fixed assets.
Prepare and analyse financial reports and information to identify areas of opportunities or potential risks within segment and contribute to the commentary of reports.
Identify and explain relationships on financial reports and advise stakeholders on the implications of these relationships to enable decision making.
Facilitate and manage the annual expense budget process for Momentum Investments within the MMH guidelines. This entails providing advice to the business in terms of the process to be followed and the feasibility of budgets submitted in view of prior expense trends and business/ operational plans.
Proactively engage with business to forecast expenses.
Provide accurate and complete monthly management expense reports to Momentum Investments management in order to provide management with insight and facilitate the process of comparing actual expenses against budgeted expenses.
Monitor variances to budget and propose alternatives to minimise impact of variances.
Assist in preparing a summary of the budget per area rolling up to consolidated budget and evaluate budget information received. Also discuss errors in budget or omissions with stakeholders.
Escalate complex JDE queries to the service provider and manage the process until resolution.
Manage risky and problematic financial issues in area of accountability and contribute to the development of policy.
Conduct costing analysis to support internal decision making. Update and maintain cost accounting data base systems and procedures.
Manage month end and year end closing in collaboration with the manager of Cost Accounting.
Perform a headcount analysis to provide information regarding actual versus budgeted headcount, replacement costs, and the cost impact of staff
Manage the procurement system to ensure correct authorisation of users and the implementation of financial regulations.
Create and maintain relevant process documents for the Finance area.
Process JDE invoices and ensuring payments are met on behalf of Group for Mom Investments.
GL account control where costs are to be correctly allocated and monitored on JDE.
Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Engage with clients in a client centric manner (Client Services)

Attend to general finance, client and JDE queries within agreed time frames.
Provide authoritative, expertise and advice to clients and stakeholders.
Build and maintain relationships with clients and internal and external stakeholders.
Deliver on service level agreements made with internal and external stakeholders and clients.
Make recommendations to improve client service within area of responsibility.
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Advise and guide stakeholders and non-financial managers regarding finance elements
Act as liaison between Momentum Investments and management on matters pertaining to expense management.

Self-management and teamwork (People)

Develop and maintain productive and collaborative working relationships with peers and stakeholders.
Positively influence and participate in change initiatives.
Continuously assess and develop own expertise and performance in terms of professional, industry and legislation knowledge.
Seek timely and clear feedback and request training where appropriate.
Contribute to continuous innovation through the development, sharing and implementation of new ideas.
Take ownership for driving career development.
Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
Ensure business objectives and high-performance culture is achieved.

Contribute to financial controls and planning (Finance)

Contribute to the identification solutions to enhance cost effectiveness and increase operational efficiency with area.
Manage financial and other company resources under your control with due respect.

Competencies

Business Acumen.
Client/ Stakeholder Commitment.
Drive for Results.
Leads Change and Innovation.
Collaboration.
Impact and Influence.
Self-Awareness and Insight.
Diversity and Inclusiveness.

CLIENT SERVICE ADMINISTRATOR: LEARNERSHIP

Details
Closing Date: 2023/08/07
Reference Number: MMH230728-6
Job Title: Client Service Administrator: Learnership
Position Type Learnership
Role Family: Client Services
Cluster Momentum: Corporate
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Are you currently unemployed? Are you seeking an opportunity to develop your potential and create a bright future at an industry leading insurer? Are you a dynamic, self-starter who is passionate about client service? This is the opportunity for you! We have an exciting Service Consultant Learnership available at Momentum Corporate, commencing 1 September 2023.

What is a Learnership?
A Learnership is a structured programme that provides an opportunity for you to gain theoretical knowledge and practical experience in the workplace. Our Learnership programme will enable you to obtain a Service Consultant NQF Level 4 qualification which is INSETA recognised. Being a part of our Learnerships opens you up to career paths such as Pension Fund Administrator, Client Service Administrator, Service Consultant etc. Although completion of the Learnership does not guarantee full time employment, it allows invaluable experience for you to kick-start your career! Should you be successful, you will be employed for a period of twelve(12) months, with a monthly stipend.

Requirements

Only South African citizens aged between 18-25 are eligible to apply.
Applicants must have passed Grade 12 with a minimum of 50% in English, Pure Maths, Maths Literacy or Accounting will be advantageous.
Applicants cannot be committed to another learnership at time of application or have participated in a learnership before.

Additional Information:
Please note that we will not accept any emailed applications, all applications should be submitted online. If you require any further information, please contact the recruiter. You can expect feedback on your application within 4 weeks of the closing date.

Duties & Responsibilities
INTERNAL PROCESS

Take ownership of all client service processes and requests ensuring that it is resolved timeously and effectively.
Provide relevant information and documentation as requested, in line with relevant guidelines.
Adhere to all relevant legislative /compliance requirements.

CLIENT

Build and maintain relationships with clients and internal and external stakeholders.
Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.

Competencies

Client service orientation
Teamwork
Time management skills
Attention to detail

CLIENT SERVICE ADMINISTRATOR: LEARNERSHIP

Details
Closing Date: 2023/08/07
Reference Number: MMH230728-5
Job Title: Client Service Administrator: Learnership
Position Type: Learnership
Role Family: Client Services
Cluster Momentum: Corporate
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: Cape Town

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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Are you currently unemployed? Are you seeking an opportunity to develop your potential and create a bright future at an industry leading insurer? Are you a dynamic, self-starter who is passionate about client service? This is the opportunity for you! We have an exciting Service Consultant Learnership available at Momentum Corporate, commencing 1 September 2023.

What is a Learnership?
A Learnership is a structured programme that provides an opportunity for you to gain theoretical knowledge and practical experience in the workplace. Our Learnership programme will enable you to obtain a Service Consultant NQF Level 4 qualification which is INSETA recognised. Being a part of our Learnerships opens you up to career paths such as Pension Fund Administrator, Client Service Administrator, Service Consultant etc. Although completion of the Learnership does not guarantee full time employment, it allows invaluable experience for you to kick-start your career! Should you be successful, you will be employed for a period of twelve(12) months, with a monthly stipend.

Requirements

Only South African citizens aged between 18-25 are eligible to apply.
Applicants must have passed Grade 12 with a minimum of 50% in English, Pure Maths, Maths Literacy or Accounting will be advantageous.
Applicants cannot be committed to another learnership at time of application or have participated in a learnership before.

Take ownership of all client service processes and requests ensuring that it is resolved timeously and effectively.
Provide relevant information and documentation as requested, in line with relevant guidelines.
Adhere to all relevant legislative /compliance requirements.

CLIENT

Build and maintain relationships with clients and internal and external stakeholders.
Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.

Competencies

Client service orientation
Teamwork
Time management skills
Attention to detail

FINANCIAL MANAGER

Details
Financial Manager (MMH230726-6) - Finance
Closing Date: 2023/08/02
Reference Number: MMH230726-6
Job Title: Financial Manager
Position Type: Permanent
Role Family: Finance
Cluster Momentum: Life
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle 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 organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Manage the finance function through professional and ethical financial practices and services that provide quality and accurate financial information and financial reporting in order to support and enable business processes and decision-making.

Requirements

CA SA / CIMA
5-8 years experience in financial management
5-8 years experience in managing people
Relevant industry experience

Duties & Responsibilities
INTERNAL PROCESS

Deliver to the Head of Finance monthly accurate and relevant management reports and analysis that add value and offer insights on:
- the financial results of the Product Houses.
- key financial performance indicators.
- return on investment for key growth initiatives.
- internal financial controls.
Manage the accuracy, validity and authorisation of journals processed within the area of responsibility.
Manage the creation and maintenance of records on the financial management system to ensure the accuracy and integrity of financial records and documents.
Manage the resolutions of financial queries.
Facilitate and manage the budgeting process and evaluate budget information received and discuss errors or omissions with stakeholders.
Proactively engage with the Head of Finance and business to forecast future expenses and identify solutions to enhance cost effectiveness and increase operational efficiency.
Development and maintenance of budget and forecast manex frameworks.
Provide consolidated reporting for the Momentum Life expenses for the Product Houses.
Document all business drivers that impact financial results (revenue and expenses), which may be applied to financial analysis.
Support financial discipline of the business unit by making recommendations to improve cost management where relevant.
Lead role for the development of the company's financial and GL module within the line of business system.
Internal and external collaboration with key stakeholders
Effective balance sheet management
Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
Contribute towards the development of financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
Monthly internal financial control reporting for all financial processes across the business unit
Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Keep abreast of trends, legislation and best practices within the financial management field in order to optimise service offering and delivery.
Finance lead for various financial projects providing guidance as well as practical solutions for problems identified.

Support the ET process

Manage the implementation and adherence to financial controls on all line of business and financial systems and ensure that authorisation levels are adhered to and raise exceptions with the relevant stakeholder.

CLIENT

Build and maintain relationships with clients and internal and external stakeholders.
Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service.
Deliver on service level agreements made with clients and internal and external stakeholders in order
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

Manage and maintain stakeholder relationships between business and centralised Group Finance, to ensure alignment and collaboration.
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 and cohesiveness.
Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
Effectively manage performance within the team in order to ensure business objectives are achieved.
Encourage innovation, change agility and collaboration within the team.
Support the building of the team’s capability in order to ensure that the team is equipped to strategically partner with business and provide leading solutions.

FINANCE

Assist with the design, implementation and consistent improvement of financial frameworks through engagement with stakeholders within the business unit and across MMH.
Provide useful and relevant financial dashboard and reports, including trend analysis and insights to support management action and decision making in finalising financial forecasting and projections
Understand business and it’s value chain
Align the expense management process of the business unit with MMH expectations ensuring all financial reporting tools and expense allocation models are updated within required timeframes with appropriate and correct input.
Ensure effective financial controls are implemented to protect the business unit from financial losses and implement actions to mitigate the current and any future such losses.
Ensure appropriate statutory accounting aligned with IFRS and reconciliations are being performed and outstanding matters are followed up on timeously

Competencies

Providing Insights
Making Decisions
Managing Tasks
Empowering Individuals
Interpreting Data
Developing Expertise
Meeting Timescales
Directing People
Examining information
Adopting Practical Approaches
Upholding Standards

Skills

Stakeholder management
Presentation skills
Problem-solving skills
Analytical skills
Technical accounting skills
People management skills
Stakeholder management
Presentation skills
Problem-solving skills
Analytical skills
Technical accounting skills
People management skills

DISABILITY CLAIMS COORDINATOR

Details
Closing Date: 2023/08/02
Reference Number: MMH230726-4
Job Title: Disability Claims Coordinator
Position Type: Permanent
Role Family: Client Services
Cluster Momentum: Corporate
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Ensure the smooth running of the disability management administration function by efficient coordination of related tasks. To provide an effective and efficient service to clients and intermediaries by receiving, evaluating and responding to queries timeously. Accurately capture incoming correspondence and claims onto the relevant system within departmental guidelines.

Requirements

Grade 12 (NQF Level 4)
At least 2 years' experience in Employee Benefits and Insurance Industry is advantageous
Successful completion of Yenzani training is preferred
A working knowledge of Office 365
Intermediate Excel skills

Duties & Responsibilities
INTERNAL PROCESS
• Responsible for the timely and accurate management and co-ordination of new and existing disability claims, in collaboration with claims assessors and administrators.
• In collaboration with the disability claims assessor, responsible for requesting outstanding or additional information required for the claims assessment required by the assessor.
• Responsible for summarising documents and information received into an accurate and relevant summary, which can be utilised by the claims assessor in the claims assessment process.
• Validate all information and data received from claimants for new and existing claims, using policy documents and system information.
• Suspend or terminate claims based on non-submission of requirements.
• Provide an efficient administrative support function to the claims assessors.
• Update workflow system and upload documents with personal and claimant information.
• Monitor, manage and report on items within the assessor's workflow queue.
• Manning of system mailboxes
• Ensure adherence to specific turn-around times of each disability claim attended to
• Take accountability for following up on outstanding information from clients, which is necessary for the claims assessment.
• Provide accurate and timely feedback to clients on the status of their claims and manage their feedback accordingly.
• Provide up to date and accurate disability status reports to clients.

CLIENT
• Build and maintain relationships with clients and internal and external 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, facilitates feedback and provides exceptional client service.

PEOPLE
• 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

FINANCE
• Identify opportunities to enhance cost effectiveness and increase operational efficiency
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies

Planning and Organisation Skills
Accountability
Adaptability
Results Orientation
Attention to Detail
People Skills
Customer Orientation
Business Administration Skills
Business Writing Skills
Communicating with Impact

Get vacancies updates by email: