Broker Service Consultant

1 week 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 grow and ensure high levels of service offered by Momentum Insurance, developing and maintaining good
business 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 Insurance
Products.

**Requirements**:

- Matric/Grade 12
- Regulatory exams accredited FAIS requirements, RE5
- Full qualification - 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 years experience in dealing with brokers
- Own transport and drivers license will be adventageous

**Duties & Responsibilities**
- Maintaining Key Relationships with brokers and staff
- Offer product and process information to brokers and their staff
- 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 Broker 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 Broker 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

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