Broker Sales Administrator

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 for people, communities, and businesses. Visit us at https://www.momentumgroupltd.co.za.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose The Broker Sales Administrator provides critical administrative and operational support to the Broker Sales Team. The incumbent is responsible for accurately and efficiently converting broker requests into insurance quotations using internal systems while maintaining high service, quality, and productivity standards. Success in this role requires strong attention to detail, collaboration, accountability, and a client-centric approach that aligns with Momentum Insure's culture of delivering unreasonable excellence

Requirements

• Matric or equivalent qualification (essential).
• Minimum of six months' experience in a call centre, client service, administration, or related environment (advantageous).
• Previous insurance or financial services experience will be advantageous.
• Exposure to broker support and quotation administration environments will be advantageous.

Duties & Responsibilities The Broker Sales Administrator will be responsible for converting broker-generated leads into accurate and competitive quotations while meeting agreed performance standards, including but not limited to:

• Achieve monthly quote productivity targets.
• Achieve conversion and API targets.
• Maintain complaint ratios within agreed thresholds.
• Consistently achieve required quality and accuracy standards.
• Deliver within agreed service levels and turnaround times.
• Process quotation requests accurately and efficiently using internal systems.
• Build and maintain positive relationships with brokers and internal stakeholders.
• Ensure all interactions support a positive client and broker experience.
• Contribute to continuous improvement initiatives that enhance service delivery and operational efficiency.

Competencies The successful incumbent will:

• Meet or exceed performance targets.
• Consistently achieve agreed quality standards.
• Deliver service excellence that enhances broker and client experiences.
• Demonstrate the Momentum Insure cultural behaviours in daily interactions and decision-making.
• Contribute positively to team performance, collaboration, and continuous improvement initiatives.
• Works effectively across teams to achieve shared objectives.
• Celebrates collective achievements and fosters a spirit of partnership and collaboration.
• Takes responsibility for delivering on commitments and performance targets.
• Demonstrates initiative and follows through on actions
• Demonstrates honesty, integrity, and professionalism.
• Positively contributes to an inclusive, collaborative, and supportive work environment.
• Maintains high levels of quality, urgency, precision, and professionalism.
• Strives for continuous improvement and operational excellence.
• Demonstrates empathy and professionalism in every broker and client interaction.
• Consistently seeks to exceed client and broker expectations.