Momentum Metropolitan Customer Service Learnership 2022

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

Provide efficient support to the region by accurately capturing data and processing all the administrative tasks in accordance with agreed service level agreements

RESPONSIBILITIES AND WORK OUTPUTS

• Timeously complete all administrative and reporting duties related to the role
• Accurately capture and check new business documentation.
• Collate, compile and distribute documents to the required standards within defined time-frames
• Attend to all queries in a professional and friendly manner in order to provide an excellent client experience
• Screen and route all queries received to appropriate stakeholders
• Maintain the relevant office housekeeping standards
• Escalate faults/errors on applications to Line Manager
• Providing feedback on status of applications i.e. outstanding requirements and errors
• Provide updates on how many applications issued and processed
• Accurately capture client information on the relevant system
• Compile and check the relevant document to process payments and policy amendments within service agreement and authority levels.
• Ensuring client service level agreements are met and exceeded
• Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence
• Engage with client in a client centric manner in order to improve client retention and repeat business activities
• Resolve client queries and follow up to ensure queries are resolved timeously and effectively
• Process the relevant policy transactions per client interaction
• Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
• Accurately identify problems and proactively solve them

COMPETENCIES REQUIRED

• Attention to detail with good planning and time management Skills
• Numerical reasoning ability and analytical Skills
• Fluent Verbal and Written Communication and Comprehension in English
• Stakeholder engagement and relationship management
• PC Literacy

EXPERIENCE AND QUALIFICATIONS

• Grade 12 or an equivalent NQF4 qualification (all CV’s must include matric certificate/statement of results)
• Must be unemployed, South African citizen aged between 18 and 35
• Interest in sales and customer service is essential

LOCATION

The above-mentioned learnership is currently available at our Metropolitan Life Office based in Lebowakgomo, Limpopo.