Job Description

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the 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 organizations care for and reward their employees and members. Through our own network of advisers or via
independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeTo 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. NOTE: The role is NOT a quasi gate keeper or intended as a sale support to BDCs
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/BDC 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 BDCs (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 LRAs 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

Momentum