Branch Allocator

2 weeks ago

Sandton, South Africa Momentum Insure Company Limited Full time

**Introduction**
- 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 organisations care for and reward their employees and members. Through our own network of advisers or via
- independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions-
**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

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