Permanent Client Service Administrator | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – Client Service Administrator: Walk-In
Location: South Africa
Company: Momentum Group
Job Type: Permanent
Job Sector: Administrative
Client Service Administrator: Walk-In
Company: Momentum Group
Closing Date: 2025/09/15
Reference Number: MMH250908-9
Position Type: Permanent
Role Family: Client Services
Cluster: Momentum Corporate
Location: Centurion, Gauteng, South Africa
Remote Opportunity: Some of the time
Introduction
Through our client-facing brands Metropolitan and Momentum, along with Multiply (wellness and rewards programme), and other specialist brands like Guardrisk and Eris Property Group, Momentum Group empowers individuals and businesses to achieve their financial goals. We offer savings, protection, and investment solutions, supporting people, communities, and businesses through our network of advisers and brokers.
Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Serve as the primary point of contact for walk-in clients, delivering prompt, accurate, and professional assistance. Review and process incoming correspondence, allocate workflow tasks efficiently, and ensure timely resolution aligned with service level agreements.
Requirements
- Matric qualification or equivalent
- 1 year of experience in an Insurance administration environment
- Intermediate MS Excel skills
- Employee Benefits experience (advantageous)
Duties & Responsibilities
- Assist walk-in clients with queries and documentation
- Accurately capture data from documents and correspondence
- Allocate workflow fairly to administrators
- Maintain and update client records with precision
- Uphold client confidentiality and data protection compliance
- Support continuous improvement in client satisfaction
- Handle inbound calls and emails when required
- Resolve basic enquiries within agreed service levels
- Update Excel reports with new business allocations
- Redirect emails to appropriate departments
- Develop knowledge of Momentum Corporate processes for effective query resolution
- Deliver exceptional customer service to all stakeholders
- Support front-line teams with call overflow and query handling
- Capture and verify beneficiary details, liaising with relevant teams
Competencies
- Attention to detail
- Time management
- Communication skills
- Planning abilities
- Interpersonal skills
Policy
We are committed to Employment Equity, diversity, and inclusion. All appointments align with our Equity goals, and we encourage people with disabilities to apply.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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