Client Data & Reconciliation Administrator

Momentum; Cape Town; Presencial; ZAR 240.000 - 360.000; Jornada completa

Descripción de la vacante

Momentum is seeking a data administrator in Cape Town to ensure monthly membership data is submitted on time, in the correct format, and aligned with policy definitions. The role involves maintaining data collection processes, resolving data queries, and educating clients on data requirements.

In this position you will support employers, coordinate data for monthly workflows, and assist pricing and implementation teams on data-related needs within the Employee Benefits division.

Formación

• Grade 12 required.
• Proficiency with Microsoft Excel and Word.
• Minimum 2 years of Employee Benefits experience.

Responsabilidades

• Assist employers in resolving errors relating to monthly reconciliation /data schedules.
• Ensure that data received is attached to the appropriate monthly contribution workflow after all queries have been addressed.
• Put appropriate notes onto the contribution workflow when data is in query.
• Manage receipt of accurate data on the Risk book of business on a monthly basis.
• Engage and educate clients on data requirements.
• Manage and collect the required PPR data (Cell phone numbers /email addresses).
• Ensure accurate data is received and all fields align to policy administration.
• Assist the pricing team with data for review purposes.
• Attend client meetings to educate and assist with data issues.
• Responsible to ensure that the administrators can run the monthly reconciliation with accurate data.
• Ensure that data is aligned to the effective month and is dated accordingly
• Assist with strategic projects to convert data onto the Employer portal.
• Running recons and load data for the Sarpbac Umbrella.
• Working on projects that are allocated to the team.

Conocimientos

Communication

Educación

Grade 12

Herramientas

Microsoft Excel

Microsoft Word

Descripción del empleo

Momentum is seeking a data administrator in Cape Town to ensure monthly membership data is submitted on time, in the correct format, and aligned with policy definitions. The role involves maintaining data collection processes, resolving data queries, and educating clients on data requirements.

In this position you will support employers, coordinate data for monthly workflows, and assist pricing and implementation teams on data-related needs within the Employee Benefits division.