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
Resolving product related queries and accurately processing information in response to requests about the Momentum product offering received from clients.
Requirements
Experience and Qualifications
- Grade 12 (Matric)
- Completed or studying towards a Degree / Diploma
- 2 Years Call Centre experience of customer service principles and practices (preferable Momentum Traditional and Investo)
The Work You Need To Deliver
- Engage with clients and intermediaries in a professional and client centric manner to evaluate and resolve their query.
- Provide clients and intermediaries with the relevant information and documentation as required in line with policy guidelines and within Service Level Agreements to provide incredible client service.
- Adhere to compliance requirements in the service process in line with legislative requirements and serve our clients and intermediaries fairly and in line with our Values.
- Identify and report process and system failures, suggest enhancements to improve client experience.
- Provide authoritative expertise to clients and stakeholders to creating a positive and lasting client experience.
- Provide a receptionist service for all walk-in clients.
- Live the MMH values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.
Competencies Required
- Writing & Reporting.
- Presenting & Communicating Information.
- Analyzing.
- Adhering to principles and values.
- Adapting and responding to change.
- Deciding & initiating action.
- Persuading & influencing.
- Following instructions & procedures.
- Delivering results & meeting customer expectations.
