Customer Services Agent at The Momentum Group – Apply Now!

🧾 Job Details

📌 Job Title: Customer Services Agent X23
🏢 Company: Momentum Group – Health Solutions Cluster
📍 Location: Centurion, Gauteng, South Africa
🕒 Employment Type: Full-Time
📄 Position Type: Permanent
📑 Reference Number: MMH250121-4
📅 Closing Date: 12 January 2026

Company Overview

Momentum Group is a leading financial services organisation operating through trusted client-facing brands such as Momentum, Multiply, Guardrisk, and Eris Property Group. The Group supports individuals, businesses, and organisations in achieving financial security, wellness, and long-term prosperity.

Through its Health Solutions cluster, Momentum Group focuses on delivering accessible, compliant, and client-centred health and wellness services that improve everyday lives.

Job Overview

The Customer Services Agent plays a critical role in delivering professional, compliant, and efficient service to clients across multiple servicing channels. This role is responsible for resolving queries, concerns, and complaints within agreed Service Level Agreements while ensuring adherence to legislative and compliance requirements.

You will serve as a trusted point of contact for clients, intermediaries, and internal stakeholders, contributing to a positive client experience and long-term relationship building.

Key Responsibilities

Internal Process

• Engage professionally with clients and intermediaries to resolve queries within SLA and quality standards

• Take full ownership of client complaints and ensure timely, effective resolution

• Provide accurate information and required documentation in line with policy guidelines

• Capture, update, and maintain client data accurately on internal systems

• Complete all administrative and reporting tasks within agreed timelines

• Adhere strictly to legislative and compliance requirements

• Identify, report, and contribute to improvements in systems and service processes

Client Service

• Investigate and resolve client queries within agreed service levels

• Escalate complex matters to relevant departments or stakeholders when required

• Provide accurate after-sales information and advice to clients

• Deliver services in line with agreed service level agreements and customer targets

• Build and maintain strong relationships with clients and stakeholders

• Provide insights and recommendations to improve client service and fair treatment

• Contribute to a culture of feedback, collaboration, and exceptional service delivery

People

• Build and maintain productive working relationships with peers and stakeholders

• Participate positively in organisational change initiatives

• Continuously develop professional, industry, and legislative knowledge

• Contribute to innovation through sharing and implementing new ideas

• Take ownership of personal growth and career development

Finance

• Support financial planning activities within area of responsibility

• Identify opportunities to improve cost efficiency and operational effectiveness

• Manage company resources responsibly and ethically

• Contribute to risk identification and mitigation processes

Qualifications and Experience

Education

• Grade 12 (Matric) – essential

Experience

• 2–3 years’ experience in a call centre or client service environment (preferred)

• Exposure to the medical aid and/or health industry

• Experience handling client queries, complaints, and administrative processes

Skills

• Proficiency in English, Afrikaans, and Nguni languages (spoken and written)

• MS Office proficiency

• Strong communication and interpersonal skills

• Ability to remain composed under pressure

• Strong organisational and time management skills

• High attention to detail and accuracy

CV Tips for This Role

• Highlight customer service or call centre experience clearly

• Emphasise experience within medical aid, health, or financial services environments

• Showcase language proficiency and communication skills

• Demonstrate experience with complaint handling and SLA-driven environments

• Include examples of teamwork, adaptability, and process improvement

Benefits

• Opportunity to work within a respected and stable financial services group

• Exposure to health and wellness-focused client solutions

• Professional development and career growth opportunities

• Collaborative and inclusive workplace culture

• Meaningful work that directly impacts client wellbeing

Company Policy

Momentum Group is committed to Employment Equity, diversity, and inclusion in all recruitment practices. Appointments are made in alignment with Employment Equity goals, and candidates with disabilities are encouraged to apply. Applicants are advised to verify the authenticity of this role via the official Momentum Group careers platform.