Broker Quotation Consultant at Momentum Metropolitan Holdings Limited

Role Purpose

Broker Quotation Consultants are committed, driven, results oriented administrators who are able to work on their own as well as in a team environment writing business via broker channel in accordance with targets laid down by Momentum Insure (MI). Broker Quotation Consultants primarily provide service to brokers in respect of motor and household domestic insurance. They are also expected to introduce other specialist advisers from the Momentum Metropolitan Holdings where appropriate. These include MI Business Insurance and Direct Insurance.i

Requirements

Matric

• Proven track record in the Insurance industry with a knowledge of all aspects of short term insurance (Personal and or Business Insurance)
• Minimum of one year service experience preferably in the short term industry
• Be professional at all times with prospects, clients and other Momentum Group staff
• Capable of competently using Basic Powerpoint, Insurance System, Outlook and Word

Duties & Responsibilities

• Providing quotations for broker and intermediaries within agreed service level agreements. Quoting at least 100 quotes per month
• Assist brokers with factual information to assist them in providing quotations for their prospective clients. Follow up on outstanding information immediately
• Once a quote has been provided to the broker, follow up with broker if policy has been accepted as per Service Charter or SLA
• If quotation is accepted, provide a prepopulated proposal form and advise documentation required
• Obtain completed proposal form and documentation required from the broker or intermediary
• Check that documentation and forms received are correct and forward to pre-gatekeeping
• Complete daily report on quotations done and policies accepted, to monitor activity and conversion rate
• Keep up to date and fully informed on product comparisons with opposition products
• Ensure that you are up to date with all Momentum Insure products and product changes
• Generate interest for and introduce other Momentum specialists to prospects where appropriate
• Where applicable, be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Where applicable, meet continuing professional development objectives as required by the industry
• Maintain appropriate skills and knowledge in order to provide specialist, professional factual advice in all relevant business areas
• Maintain the required dress code and professional appearance

Competencies

• Personal and or Commercial Insurance Short Term
• Compliance and legislation
• Self-motivation
• Business and Product knowledge
• Meeting SLA's
• Meeting daily, weekly, quotations and accepted policy targets
• Ensuring that they understand requirements of their job and have the tools to do it
• Understanding of Momentum Processing systems, Servicing, Claims, Finances, Compliance and Legislation