Membership Clerk

Introduction 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.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose To verify and accurately process membership applications and member record updates in accordance with business rules, policies, and procedures.

Requirements Qualification

• Matric (essential)
• Higher certificate or equivalent qualification in Office Administration, Business Administration, or related field.

Knowledge

• Knowledge of administrative and office procedures and systems such as word processing, managing files and records (i.e., word, excel etc.).
• Proficiency in English and other specific languages as required.
• Knowledge of relevant regulatory and compliance requirements applicable to the industry.
• Familiarity with industry standards and best practices, enabling the application of optimal approaches and methodologies in daily tasks.

Experience

• 1 – 2 years’ experience as an Administrator / Data Entry Clerk or equivalent experience.
• Experience in a client service environment (desirable).

Duties & Responsibilities PROCESS

• Apply and enforce membership rules and mandates of the scheme, including eligibility and underwriting criteria, to ensure compliance and prevent financial risks associated with incorrect membership information.
• Maintain precise and up-to-date membership details in alignment with departmental standards.
• Ensure 99.5% quality and 100% production of supporting documentation for all membership transactions.
• Resolve queries from members, employer groups, service providers, and the Scheme promptly and professionally, fostering client retention and positive relationships.
• Contribute to meeting Service Level Agreement commitments by adhering to schedules, occupancy requirements, and delivering quality service to both internal and external stakeholders.

CLIENT

• Provide authoritative expertise and support to clients and stakeholders, building and maintaining positive relationships to ensure their needs are met effectively.
• Identify opportunities to enhance client service and fair treatment within the membership administration area and make recommendations to improve overall client satisfaction.
• Deliver on service level agreements made with clients and stakeholders, ensuring their expectations are managed and met consistently.
• Participate in fostering a culture that emphasises rewarding relationships, facilitates feedback, and prioritises exceptional client service.

PEOPLE

• Continuously develop expertise in professional, industry, and legislative knowledge to stay updated with relevant practices and contribute positively to change initiatives.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders to facilitate effective communication and cooperation.
• Contribute to continuous innovation by sharing and implementing new ideas that can enhance membership administration processes and overall efficiency.
• Take ownership of driving personal career development, seeking opportunities for growth within the organisation.

FINANCE

• Identify and recommend opportunities to enhance cost-effectiveness and increase operational efficiency within the membership administration area.
• Manage financial and other company resources under your control responsibly and with due respect to budgetary constraints.
• Provide input into risk identification processes, communicating recommendations for risk mitigation in the appropriate forums.
• Contribute to the financial planning process within the membership administration area, aligning actions with the organisation's financial goals.

Competencies

• Interacting with people
• Team working
• Managing tasks
• Making decisions
• Meeting timescales
• Producing output
• Embracing change
• Following procedures