Assist walk in clients with FundsAtWork Retirement claim process administration and the capturing of beneficiary nominations.
Requirements
Experience and Qualifications
- Matric qualification or equivalent
- At least 1 year administration and data capturing experience
- Intermediate MS Excel skills
- Employee Benefits experience will be an advantage.
The Incumbent Will Be Co-responsible For The Following
- Assist walk-in clients with queries and completion of relevant documents.
- Respond to and resolve basic enquiries within agreed service level agreement.
- Update the walk-in client register daily.
- Develop a thorough understanding of the various departments within Momentum Corporate to effectively direct enquiries to the appropriate teams when necessary.
- Maintain a high standard of professionalism and deliver exceptional customer service when engaging with stakeholders.
- Provide a service in respect of handling queries and stakeholder interactions in a manner that upholds the principles and desired outcomes of Treating Customers Fairly (TCF).
- Capture beneficiary details on member profiles and liaise with relevant stakeholders to ensure the correct information is provided.
- Provide administrative support to the team by accurately indexing documents.
