Pricing Workflow Allocator at Momentum Metropolitan Holdings Limited

Role Purpose    

• An exciting permanent position for a motivated and numerate Workflow allocator has become available in the Group Insurance & FundsAtWork Pricing department within Momentum Corporate.This department is responsible for setting premium rates for existing and new business. The area is a high-pressure environment, and the suitable candidate needs to be able to produce high-quality work while ensuring that tight deadlines are met.
• The suitable candidate should be numerate, conscientious, and assertive as well as enjoy working in a team environment.

Requirements    
Experience And Qualifications

• Minimum matric with exemption including Mathematics (Pure) and Accounting/Physical Science.
• 2 – 5years’ work experience in the Insurance, Employee Benefits or other Financial Services industry is preferable, but not a pre-requisite.
• Work experience in Insurance, Employee Benefits, or Group Insurance and/or FundsAtWork pricing is preferable, but not a pre-requisite.
• Work Experience in workflow allocation would be advantageous.
• Computer literate with good MS Outlook, MS Word and MS Excel skills.

Duties & Responsibilities    
Internal Process

• Manage the Pricing team workflow mailbox to ensure all incoming requests are attended to timeously.
• Ensure that the workflow mailbox is cleared from incoming mail daily.
• Screen and analyze incoming workflow requests to ensure all requirements are provided.
• Liaise with the Sales team and other internal clients with regards to deadlines and ad hoc allocation-related queries (e.g., outstanding information)
• Apply judgment and allocate to various pricing teams based on the guidelines provided.
• Capture the requests on the required systems.
• Capture the relevant data at allocation and quote dispatch stage for reporting purposes.
• Close cases on the workflow system when required.
• General procedural maintenance (e.g., filing).
• Assist the Pricing team leaders with other ad hoc functions (e.g., meeting bookings, general arrangements).
• Ensure that all protocols, tool,s and systems are adhered to and are used correctly and effectively.

Client

• Engage in effective communication and exceed customer service expectations.
• Maintain a consistent service delivery to ensure client retention and satisfaction.
• Maintain a broad product knowledge to respond to customer queries effectively and accurately.
• Deliver on service level agreements with internal and external stakeholders to meet or exceed client expectations.
• Build and maintain strong relationships with the Sales channel and other clients.
• Ensure satisfactory resolution of all queries and problems.
• Participate in the design and application of a stakeholder feedback capability in respect of service delivery.
• Track workflow-related complaints and identify trends and risks, and escalate accordingly to be addressed.

People

• Enhance the image of MMH through professional internal and external client liaison.
• Work together with the Sales team to support client retention and new business acquisition via excellent customer service and maintaining excellent client and broker relationships.
• Support effective teamwork within the division.
• Engage with appropriate training interventions to promote own professional development.

Finance

• Identify risks to the company and escalate accordingly.
• Monitors applications to ensure risks could not potentially lead to financial loss to the company.
• Contribute towards reducing departmental operating costs.

Competencies    

• Knowledge and understanding of the insurance industry (specifically employee benefits) will be advantageous.
• Ability to work with spreadsheets and basic calculations involving ratios, averages and data manipulation.
• Excellent people and communication skills (verbal and written) with the ability to write coherently and professionally.
• Analytical and problem-solving skills.
• Effective time-management, flexibility, and adaptability.
• Attention to detail.
• Computer literacy in Microsoft Office with strong Outlook, Excel, and Word skills.
• Ability to work independently and as part of a team.
• Ability to work under pressure.
• Self-management and accountability.
• Quality and service-oriented.
• Good judgment, effective decision-making, and problem-solving.
• Planning and organizing.
• Live and uphold the Momentum Group values.
• The willingness to follow prescribed rules, procedures, and instructions and work within given structures.
• Self-starter, Self-disciplined, and Self-motivated.
• Pro-Activeness.
• Commitment.
• Assertiveness and Enthusiasm.

Deadline:24th October,2025