Activity Management:
- Responsible for Client insurance requirements including inviting, securing and documenting renewal as well as mid-year alterations and claims handling in line with agreed protocols and procedures
- The achievement of an individual Income Target/Retention of Business
- Provide Account support to Director(s) on set clients or on ad hoc basis as requested
- The ability to upsell / cross sell
- Ensure agreed processes are followed in all matters
- Manage aged debt and premium collection
- Comply with all management audit requirements
Customer Relationship Management:
- Build effective working relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments
- Deal with any issues that customers may have with queries, quotes etc.
Customer Service:
- Portray a professional image to meet or exceed customer service standards
- Take personal responsibility for delivering the highest level of accuracy and quality in your work
- Deal with requests and enquiries from customers, staff and management in a professional and timely manner
Team Collaboration:
- Work closely with Director(s) if applicable.
- Working as part of a team environment to ensure all customer needs are met
- Working together to ensure the team is on track to meet monthly and yearly targets
Compliance:
- Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards
Requirements:
- Minimum CIP required
- Candidate must demonstrate the ability to work in a team environment
- Strong communication skills is essential
- Possess a positive, can do attitude with the ability to adapt to and embrace change
- Attention to detail
- Possess the ability to manage deadlines & prioritise workload
- Demonstrate good technical & product knowledge
- The ability to prioritise workloads and adapt to unforeseen events
- A good degree of personal organisation and a structured approach to time and resource management
Person Specification:
- Previous “Applied Relay” experience (Desirable)
- Proficient in Office, including Outlook, Word & Excel
- A friendly and assertive manner on the phone
- Ability to develop relationships with insurers and clients
- Willingness to learn & develop
- Strong work ethic