Administrator: Indexer – Momentum Corporate

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 and effectively analyse and review incoming correspondence and documents and create and allocate appropriate workflow task on the workflow system within the service level agreement.

Requirements

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  Matric qualification or equivalent
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  At least 1 year administration and data capturing experience in an insurance environment
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  Intermediate MS Excel skills
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  Employee Benefits experience will be an advantage

Duties & Responsibilities

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  Data capturing in respect documents and correspondence
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  Fair and accurate allocation of workflow to administrators
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  Respond to and resolve basic enquiries within agreed service level agreement
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  Update report (MS Excel) with allocation of new business
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  Redirect emails meant for other areas to the appropriate individual/mailbox
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  Familiarize self with the various areas within Momentum Corporate in order to gain knowledge of where enquiries should be directed to, if required
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  Ensuring a high level of customer service when liaising with stakeholders
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  Provide support to the front-line team for inbound call overflows & query handling
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  Ensuring that the principles and outcomes of TCF (Treating Customers Fairly) are practiced and achieved in all duties performed and services provided to all stakeholders

Competencies

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  Attention to detail
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  Time management skills
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  Communication skills
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  Planning skills
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  Interpersonal skills

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