ROLE PURPOSE
To provide front office administrative support to the Financial Wellness Consultant and Brokers while ensuring accurate information is channeled through to the support centres.
RESPONSIBILITIES AND WORK OUTPUTS
Internal Collaboration:
Effective and consistent service delivery and support to all internal and external clients
Client/Stakeholder Relationship Management:
Relationship management with various stake holders
Resolving queries:
Client/Stakeholder Relationship Management:
Relationship management with various stake holders
Resolving queries:
Facilitate enquiries received from Financial Wellness Consultants; Brokers and Head Office
Front Office Administration:
Front Office Administration:
Prepare quotes accurately and within agreed time frames
Follow up on missing and outstanding information with broker
Check applications before submitting to head office
Scan and Index all documentation according to requirements
Set administrative requirements and standards
Facilitate and co-ordinate the new business process
Reporting:
Follow up on missing and outstanding information with broker
Check applications before submitting to head office
Scan and Index all documentation according to requirements
Set administrative requirements and standards
Facilitate and co-ordinate the new business process
Reporting:
Maintain and report on new business activities (MOS)
Performance and Development:
Manage own performance and development.
Live the Momentum values
COMPETENCIES REQUIRED
Deciding and initiating action
Working with people
Adhering to principles
Applying expertise and technology
Planning and organizing
Delivering results and meeting customer expectation
Coping with pressures and setbacks
Following instruction and procedure
Performance and Development:
Manage own performance and development.
Live the Momentum values
COMPETENCIES REQUIRED
Deciding and initiating action
Working with people
Adhering to principles
Applying expertise and technology
Planning and organizing
Delivering results and meeting customer expectation
Coping with pressures and setbacks
Following instruction and procedure
How to apply for this:
Closing date: 13-11-2018
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