Broker Consultant - Quotations at Momentum Metropolitan Holdings Limited

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.