| 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. |
| Disclaimer | As an applicant, please verify the legitimacy of this job advert on our company career page. |
| Role Purpose | To capture data digitally, review data for accuracy and corrections needed. |
| Requirements | 1-2 years of experience in data capturing- preferably Computer literateGrade 12/Matric |
| Duties & Responsibilities | INTERNAL PROCESSEffective and efficient data capture and processing of new business documentation by applying standards, protocols, and guidelines set. Follow up on new business outstanding requirements to ensure efficiency in the operational process. Liaise with customers with regard to any queries related to the new business process either telephonically or in writing. Effectively resolve any queries received. Adhere to organisational best practices and legislative requirements. Identify trends and training gaps. Identify risks to the company and escalate accordingly. Maintain a consistent service delivery to ensure client retention and satisfaction. Engage in appropriate training interventions to promote own professional development. Drive and support effective teamwork within the department. Demonstrate the company’s values on a daily basis Validate data, compile and submit reports when required Check data completeness, consistency and verify relevant documentation by liaising with relevant stakeholders. Accurately create and maintain information in the applicable system(s) or databases within agree quality and time standards. Review data quality regularly and make recommendations to improve data quality. Scan and allocate all supporting documents Complete relevant documentation and submit to various stakeholders. CLIENT SERVICESInvestigate client queries within the agreed service level and ensure that client receives timeous feedback and escalate client queries to the relevant department or stakeholder.. Deliver on service level agreements and 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 |
