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  • Posted: Nov 10, 2020
    Deadline: Not specified
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    Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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    Broker Consultant - Quotations

    Broker Consultant - Quotations

    • 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 MI products and product changes.
    • Generate interest for and introduce other MI 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.

    Method of Application

    Interested and qualified? Go to Momentum Metropolitan Holdings Limited on www.linkedin.com to apply

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