Assistant Consultant

Momentum; Cape Town; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Momentum is seeking a client services professional to manage a portfolio and ensure high-quality service delivery to clients. The role requires 2-3 years of experience within a client-focused environment and includes various responsibilities aimed at enhancing client relationships and improving service standards. The ideal candidate will have solid customer service skills, along with analytical and interpersonal abilities.

Qualifications

• 2-3 years experience in call centre or client service.
• Knowledge of customer service principles and practices.
• Exposure to the insurance industry preferred.

Responsibilities

• Manage a portfolio of clients and facilitate meetings.
• Provide effective service and solve queries promptly.
• Ensure client retention and satisfaction through delivery.

Skills

Customer service principles

Analytical thinking

Interpersonal Relationships

Planning and Organising

Sense of urgency

Influencing

Job description

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 Group 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
Provide effective service to clients by managing a portfolio of clients, facilitating trustee and advisory body meetings, and providing advice on employee benefits-related matters.

Requirements
2-3 years experience in a call centre or client service environment with proven knowledge of customer service principles and practices. Exposure to the insurance industry (preferred).

Duties & Responsibilities

• Under the guidance of Principal or Senior Consultant, provide effective service to clients.
• Assist the Senior Consultant and/or Consultant with day-to-day activities required to manage a portfolio of clients, taking ownership of all queries and ensuring they are resolved promptly.
• Build a network of relationships with service providers to ensure effective service delivery to clients.
• Provide consistent service delivery to ensure client retention and satisfaction.
• Assist with client invoicing and commission calculations, ensuring accuracy and proper allocation.
• Check retainer income invoicing of stand-alone funds to clients and other ad-hoc services invoices.
• Prepare agendas, minutes, and file notes for client meetings, ensuring quality and accuracy.
• Follow up on action items from client meetings, ensuring timely execution.
• Facilitate re-broke process of all clients in the portfolio and prepare re-broke reports.
• Manage the section 14 process, ensuring timely processing as per legislation.
• Assist in installing new business efficiently, ensuring processing within agreed timelines.
• Provide accurate, current advice and information regarding solutions to all clients/stakeholders under the guidance of the Principal or Senior Consultant.
• Participate in building a culture of rewarding relationships, feedback, and exceptional client service.
• Contribute to initiatives aimed at improving the client experience.
• Make recommendations to enhance client service and fair treatment of clients and their employees.
• Implement, track, and measure all client deliverables in line with service level agreements.
• Provide accurate reports and documentation to clients as per agreements.
• Identify new business opportunities or cross-selling opportunities under the guidance of Senior or Principal Consultants.
• Continuously develop expertise in professional, industry, and legislative knowledge.
• Identify solutions to improve cost-effectiveness and operational efficiency.
• Manage reputational and financial risks arising from interactions with internal and external clients.

Competencies

• Analytical thinking
• Sense of urgency
• Planning and Organising
• Interpersonal Relationships
• Influencing