Position Summary:
Providing quotations on a Corporate and Retail basis to the industry. To engage with clients in an effective, efficient and client centric manner to resolve and respond to enquiries timeously.
Key Responsibilities:
- Resolve complex product related queries and accurately process information in response to requests about the Momentum Corporate and Retail annuity product offerings.
- Always maintain client confidentiality.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- Assist with the quarterly policy valuation review of Funds on book.
- Ensure all service touchpoints are of the highest quality as measured internally and externally.
- Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external clients.
- Research, follow-up and resolve client enquiries and problems through effective interaction with intermediaries, product specialists and operations areas.
- Providing support to the pricing actuaries regarding developing and maintaining tools, as well as non-standard pricing requests.
- Ensure that business written, adds to the value of new business and embedded value by pricing appropriately. Monitor experience and updating existing assumptions and margins
- Deliver positive and seamless customer service during every interaction with the client in a considerate and timely manner.
- Drive high level of quality spoken or written.
- Receive, evaluate, and timeously respond to quote requests and enquiries within a pressurised service environment.
- Training and development on a constant basis.
- Sustained improvement in quality, cost, service, turnaround time, flexibility, and innovation with an aim to improve business process
- Maintain active engagement with clients (Brokers and RBCs) to promote prompt resolution.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Collect & analyse information and data, effective use of pricing models, resolving effective implementations by refining the bases where necessary.
- Work closely with Product Management to determine the feasibility and pricing impact of product enhancements.
- Encourage upskilling and partaking in soft skills development.
- Manage financial and other company resources under your control with due respect.
- Always keep all our stakeholders in the loop.
- Maintain accurate records of all transactions.
- Timeously and accurately process all new business transactions.
Required Education & Experience:
- Matric with Accounting and Mathematics.
- Business related degree (preferred).
- Self-starter able to show initiative and look for ways to improve existing processes.
- Good written and verbal communication skills.
- Relevant product knowledge.
- Sound knowledge of client service policies, procedures, and processes.
- High attention to detail and quality orientation.
- Knowledge of relevant regulatory and compliance requirements.
- Knowledge of business-related rules and regulations.
- Strong analytical and problem-solving skills.
- Ability to work in a team as well as independently.
- Ability to work with significant and complex data.
- Ability to work accurately under pressure.
- Good time management skills.
- Financial services industry knowledge.
- Excel proficiency is critical.