Broker Service Consultant - George at Momentum

Role Purpose    

• To grow and ensure high levels of service offered by Momentum Insurance, developing and maintaining goodbusiness relationships with brokers. Educate these brokers in respect of Momentum Insurance Products to ensure that high standards are met and maintained and reduce risks. Introduction of new Momentum InsuranceProducts.

Requirements    

•  Matric/Grade 12
•  Regulatory exams accredited FAIS requirements, RE5
•  Full qualification – Commercial and or Personal Insurance NQF Level 5 or relevant qualification in field
•  2 years servicing experience in short term insurance or the financial industry, personal and or commercial
• insurance
•  2 year experience in dealing with brokers
•  Drivers License

Duties & Responsibilities    

•  Maintaining Key Relationships with brokers and staff
•  Maintain telephonic and e-mail communication with brokers
•  Offer product and process information to brokers and their staff
•  Offer telephonic and e-mail product and procedure support
•  Ensure that amendments to policies are appropriate to existing portfolio
•  Handle broker queries within SLA's
•  Market new products to brokers
•  Market MI Retail Products to brokers and introduce BC's to sign-up appropriate MI Contracts
•  Monitor broker activities through, audits, client feedback
•  Identify trends and market related issues and relay these to the Branch Manager
•  Offer suggestion on how remain competitive in these markets
•  Attend weekly and monthly meetings
•  Build relationship with new brokers and introducing other MI Products
•  Identify opportunities for engagement new brokers
•  Build on own continuous professional development
•  Review study plan within set time frames through one-on-one sessions with Branch Manager
•  Ensure adherence to industry qualification requirements are met
•  Update product knowledge on an ongoing basis
•  Time Management Skills
•  Problem Solving Abilities

Competencies    

•  Maintain and develop good business relationships with Brokers and Intermediaries to ensure that they sell
• our policies and products, and are introduced to MI Group Products
•  Meets SLA's target