Momentum Metropolitan ikhangela iSales Support Administrator eGqeberha, eMpuma Koloni.
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Momentum Metropolitan ikhangela iSales Support Administrator eGqeberha, eMpuma Koloni.
ROLE PURPOSE
To provide administrative support to the Sales Manager/s in a regional dedicated sales office.
To support and enable the Sales Manager to actively manage the sales team; assisting in providing insights, reports and analysis to the sales manager that will assist in identifying tends, opportunities and or concerns.
NOTE: The role is NOT a quasi “gate keeper” or intended as a sale support to BDCs
REQUIREMENTS
Basic understanding of Short-Term Insurance (advantage)1-year experience in Short Term Insurance
Grade 12 with Accounting or MathematicsNQF Level 5 (advantage)
DUTIES & RESPONSIBILITIES
Assist sales manager with monitoring and reporting of all sales related key performance indicators as and when required.
THIS INCLUDES BUT IS NOT LIMITED TO :
Daily, weekly monthly sales statistics per BDC to target:
Number of unique quotes madeAPINumber of Envoy
Adherence of quotes to strategy/target market/BD\C channel sweet spot
Monthly & quarterly monitoring and ad-hoc reporting of quality – as defined from time to timepremium collection rates, balanced portfolios, average premiums, “fake contents”% of motor only
Monitoring of discounts per BDC
Scheduling sales team meetings, taking minutes, providing, and tracking of action items and providing feedback to Sales Managers.
Loading of compliments and complaints for the sales team.
Assist in loading Jira for Sales Manager.
Ongoing monitoring of leads given to BDC’s (number of leads, quotes done, deals concluded & conversions including the fairness of allocation).
Manage, recording and reporting of marketing material and promotional items to ensure they are optimally allocated and used as well as tracking the success of activation days and or other initiatives.
Review all referral payments made, to ensure completeness of payments made.
Assisting the Sales Manager with his/her M-connect strategy and deployment.
Monitoring of the BDC, participation, usage and success with the M-connect.
Monitoring of M-connect results to identify trends.Manage LRA process.
INCLUDING BUT NOT LIMITED TO :
pre-qualifying and on-boarding process
Monthly monitoring and reporting of the LRA’s activity, quality, and conversion
Executing LRA cancellations in line with the LRA strategy (end to end)Manage branches LRA listingAd hoc tasks as and when required by Sales Manager/s.
COMPETENCIES
Numerical skills
Strong excel and PPT capabilities
Planning & Organizing Verbal & written ability
Team player
Communication skills
Problem solving skills
Computer literacy
Closing Date : 2023/10/30
Reference Number : MMH231023-2
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