Momentum Metropolitan Holdings Limited is the former name of a large, South African-based financial services group now known as Momentum Group Limited. The name change took effect on July 17, 2024, to simplify the brand and align with other major listed groups in South Africa. Momentum Group is one of South Africa’s largest life insurers and integrated financial services companies. It operates in 11 countries and is listed on the Johannesburg Stock Exchange (JSE) under the code MTM.

Role Purpose

• Deliver professional, high-quality service to clients through various servicing channels. Overseeing the quality of specific operational outputs within an agreed timeframe and ensure exceptional processing and execution of the operation functions.

Requirements
Experience and Qualifications

• Grade 12 (NQF Level 4).
• 6-10 Year’s employee benefits experience.
• 4-5 Year’s payroll reconciliation experience.
• Advance Excel Skills, e., VLOOKUPS.
• Extensive Employee benefits knowledge and product knowledge.
• Extensive knowledge of relevant Employee Benefits Legislation.
• Orbit and Orbit portal knowledge will be an advantage.

Duties & Responsibilities
The incumbent will be responsilble for the following:

INTERNAL PROCESS

• Take ownership of monthly reconciliations that require manual intervention and ensure it is completed timeously and effectively.
• Assisting with the checking of claims and contribution cycles(recons) as the need arises.
• Provide effective and efficient support and training to colleagues and employers on the reconciliation process.
• Action unit portability requests and ensure finalisation.
• Effective management and clearing of Credit Control accounts for the Retirement and Risk Book of Business of the team/s.
• Effective management and investigation of unallocated deposits and ensuring that the amounts are allocated correctly.
• Complete with tax simulations.
• In conjunction with the Administration Manager be accountable for the preparation of the Quarterly Admin Reports.
• Action flexing instructions that required manual intervention.
• Take ownership of cessions and ensure that it is completed timeously and provided to the client.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Ensuring adherence to organizational best practice and legislative requirements.
• Adhering to policies and procedures and taking corrective action where necessary.
• Ensuring all risks are mitigated and escalated where necessary.
• Engaging in effective communication and delivering according to Service Level Agreements and providing first time resolution.
• Maintaining a consistent service delivery to ensure client retention and satisfaction.

Competencies

• Accountability.
• Adapatability.
• Analytical.
• Attention to detail.
• Customer Orientated.
• Organisation and planning
• Team Player.
• Time Management