Branch Allocator needed at Momentum
Job title : Branch Allocator
Job Location : Gauteng, Johannesburg
Deadline : April 20, 2024
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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
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now