Annuities Client Services Specialist

Momentum; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Momentum seeks an experienced administrative professional to support client services for annuity products in a Cape Town office. You will receive, evaluate and respond to enquiries, handle monthly reconciliations and process annuity payments, ensuring accuracy and timeliness.

The role requires Matric, 2 years of admin experience in client services, and proficiency in Excel. Knowledge of medical aid or pension funds is advantageous, as is experience in employee benefits.

Qualifications

• Matric or equivalent required.
• Minimum 2 years administration experience in a client service environment.
• Proficient in Excel and data handling.
• Knowledge of medical aid and/or pension funds is advantageous.
• Employee Benefits experience is advantageous.

Responsibilities

• Administration of annuity business including monthly pension payments and death claims.
• Send monthly pay slips, annual tax certificates and increases to members.
• Load new member information and amend existing records in the system.
• Ensure monthly pay run balances are submitted for checking and approval.
• Complete monthly medical aid reconciliations and balance monthly billing from the medical aid.
• Resolve client queries within agreed turnaround times to ensure satisfaction and retention.
• Adhere to policies and procedures and mitigate risks.
• Keep monthly registers up to date and follow up on items.
• Maintain high call centre service levels and provide efficient client service.
• Process admin fees within agreed turnaround time.
• Take ownership of client service requests and resolve timeously.
• Provide required information and documentation per guidelines.
• File and maintain documentation for easy access by team.
• Complete all administrative and reporting tasks per SLA and process documents.
• Identify and report process and system improvements to enhance client experience.
• Build and maintain relationships with clients and stakeholders.
• Deliver on SLAs and manage client expectations.

Skills

Client service

Administration experience

Knowledge of medical aid and/or funds

Employee benefits experience

Education

Matric or NQF level 4

Tools

Excel

Job description

Momentum seeks an experienced administrative professional to support client services for annuity products in a Cape Town office. You will receive, evaluate and respond to enquiries, handle monthly reconciliations and process annuity payments, ensuring accuracy and timeliness.

The role requires Matric, 2 years of admin experience in client services, and proficiency in Excel. Knowledge of medical aid or pension funds is advantageous, as is experience in employee benefits.