Sales Support Administrator at Momentum Metropolitan Holdings Limited

Role Purpose    

To provide administrative support to the Sales Manager/s in a regional dedicated sales office. To support and enable the Sales Manager to actively manage the sales team; assisting in providing insights, reports and analysis to the sales manager that will assist in identifying tends, opportunities and or concerns.

Requirements    

• Basic understanding of Short-Term Insurance (advantage)
• 1-year experience in Short Term Insurance
• Grade 12 with Accounting or Mathematics
• NQF Level 5 (advantage)

Duties & Responsibilities    

• Assist sales manager with monitoring and reporting of all sales related key performance indicators as and when required. This includes but is not limited to:
• Daily, weekly monthly sales statistics per BDC to target:
• Number of unique quotes made
• API
• Number of Envoy
• Adherence of quotes to strategy/target market/BD\C channel sweet spot
• Monthly & quarterly monitoring and ad-hoc reporting of quality – as defined from time to time
• premium collection rates, balanced portfolios, average premiums, “fake contents”
• % of motor only
• Monitoring of discounts per BDC
• Scheduling sales team meetings, taking minutes, providing, and tracking of action items and providing feedback to Sales Managers.
• Loading of compliments and complaints for the sales team.
• Assist in loading Jira for Sales Manager.
• Ongoing monitoring of leads given to BDC’s (number of leads, quotes done, deals concluded & conversions including the fairness of allocation).
• Manage, recording and reporting of marketing material and promotional items to ensure they are optimally allocated and used as well as tracking the success of activation days and or other initiatives.
• Review all referral payments made, to ensure completeness of payments made.
• Assisting the Sales Manager with his/her M-connect strategy and deployment.
• Monitoring of the BDC, participation, usage and success with the M-connect.
• Monitoring of M-connect results to identify trends.
• Manage LRA process.
• Including but not limited to:
• pre-qualifying and on-boarding process
• Monthly monitoring and reporting of the LRA’s activity, quality, and conversion
• Executing LRA cancellations in line with the LRA strategy (end to end)
• Manage branches LRA listing
• Ad hoc tasks as and when required by Sales Manager/s.

Competencies    

• Numerical skills
• Strong excel and PPT capabilities
• Planning & Organizing
• Verbal & written ability
• Team player
• Communication skills
• Problem solving skills
• Computer literacy