Reference Number MMH250210-3
Job Title Agreements Support Administrator
Position Type Temporary
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Agreements Administrator role is to coordinate and support the day-to-day operational functioning within the area of responsibility, by providing administrative assistance. Assist to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements.
Requirements
Qualifications
- Grade 12, Matric (Essential)
- Office/Business administration qualification NQF 7/ bachelors degree
- 1-2 Year experience in the financial services industry (essential)
- Capturing experience will be an advantage.
- MS Word, Excel, and Outlook
- Insurance industry experience (preferred)
- Experience within the MDS Sales environment will be an advantageKnowledge:
- Internal MMI systems & processes (preferred)
Internal processes
- Manage the successful on-boarding and off-boarding of Sales Roles per Distribution Channel.
- Manage incoming queries and SLAs of the team by assigning, directing, and escalating all queries.
- Report on the operational activities within the area of responsibility to inform operational efficiencies. '
- Assist in the preparation of regularly scheduled reports, as required.
- Reconcile and maintain supplier accounts and records to ensure good standing.
- Establish and maintain filing systems (electronic or paper) to ensure record maintenance and retrieval of documents.
- Create, maintain, and enter information into relevant databases to ensure accurate record-keeping for various applications.
- Operate electronic mail systems and coordinate the flow of internal information and external correspondence, where applicable.
- Transfer of intermediary client books according to regulations.
- Establish own work procedures or schedules to manage and keep track of daily activities and task.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external 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.
- Create a positive work climate and culture to energise employees, give meaning to work, minimize work disruption, and maximize employee productivity.
- Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement. and cohesiveness.
- Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage own performance within the team to ensure business objectives are achieved.
- Contribute to innovation, change agility and collaboration within the team.
- Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
- Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
- Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
- Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
- Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
- Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
- Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
- Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.
