Service Account Manager; Death Claims

Through our client-facing brands and our other specialist brands, Momentum 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 Group provides practical financial solutions for people, communities and businesses.

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As a Death Claim Service Account Manager (SAM) at Momentum Wealth Technical Service Support (SI), you will play a crucial role in the receipt, review, and processing of Wealth death claims associated with both Voluntary and Compulsory products. Your work will directly impact the quality of service delivered to our top Financial Advisers, clients and their beneficiaries during a sensitive time, emphasising our commitment to a personal and compassionate approach to investing.

This role is integral to ensuring that beneficiaries receive timely and compassionate service during a challenging time. By upholding the highest standards in claim processing, within the prescribed turnaround time, with a personal caring touch, you contribute to the overall mission of ‘to us, it is personal’.

In this fast-paced servicing environment, you’ll manage incoming enquiries and instructions via various channels, process SI Advisers client death claims, and resolve complex SI product-related death claim queries - all while ensuring adherence to process, procedure, quality, and turnaround standards.

• Grade 12 certificate (mandatory)
• Bachelor of Commerce degree in Finance, Investments, or a related field (advantageous)

• A minimum of 3 to 5 years of hands-on, relevant experience within the Momentum Investments service environment.
• Exposure to the four functional areas
  - Wealth, MWI, MCI, and Annuities will be advantageous.

• Minimum of 10 years of hands-on, relevant experience within the broader Investment, Insurance, and Financial Services sectors. Strong track record in delivering high-quality administrative support and client service, with innovative approaches to client engagement. Experience with in the LISP environment will be advantageous.
• Practical experience in an international investment service environment will be advantageous.

• Practical experience in Voluntary and Compulsory product death claim experience required.
• Practical experience working with Section 37C of the Pension Funds Act.

• Solid experience in an investment service role focused on managing a key account portfolio. This includes building and nurturing strong client relationships, delivering personalised service, simplifying processes to support ease of business, and actively maintaining and growing the account.

• Strong working knowledge of digital tools and platforms used in service delivery, with a demonstrated ability to enhance the client experience through technology.
• Comfortable troubleshooting technical issues and applying digital solutions effectively to streamline processes.

• Proven ability to rapidly understand and adapt to new systems, processes, and tools with confidence and ease.
• Displays a growth mindset and a readiness to take on new challenges in a dynamic environment.

• Strong understanding of the financial services landscape, with awareness of…