Branch Allocator at Momentum

Role Purpose

• To allocate new business policies according to demographic criteria.

Requirements

• Matric/Senior Certificate
• FAIS Compliant essential (minimum of 30 credits)
• Computer literate [MS Word, MS Excel, Policy Management system (in-house)]
• 3 years work experience in short term insurance
• Customer service orientated
• Excellent communication skills, including telephone etiquette, bilingualism
• Able to handle pressure
• Planning and organizing skills
• High attention to detail
• Ability to process accurately and work diligently

Duties & Responsibilities

• Providing support to all the Regions
• Ensure allocations based on policies sold per region according to lists received
• Record new business on a spreadsheet
• Draft & Provide consolidated reports as necessary and share with key stakeholders
• Prepare post allocation report and present to regions weekly
• Action post allocations weekly
• Report and manage number of allocations daily by region
• Track National Allocations Daily, Weekly & monthly
• Take initiative and drive the business forward
• An understanding of generic products within the Insurance Services Industry.

Competencies

• Able to take own initiative and be creative
• Self-starter & work independently
• Team player
• Reliable and dependable
• Good listener & excellent written/verbal communication
• Excellent presentation skills
• Accept responsibility & take accountability