Job Descriptions

Role Accountabilities and Core Responsibilities

Sales and Activity Management:

• Responsible for Client insurance requirements including inviting, securing and documenting renewal as well as midyear alterations and claims handling in line with agreed protocols and procedures
• The achievement of an individual income budget, of other upsell/cross sell targets and attracting new business
• Provide Account support to Account Director(s) on clients.
• 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 designated Account Director.
• 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 APA working towards CIP Qualification
• Candidate must demonstrate the ability to work in a team environment
• Strong communication skills are 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 Open I experience
• Proficient in Office, including Outlook, Word & Excel
• Friendly and assertive manner on the phone
• Ability to develop relationships with insurers and clients
• Willingness to learn & develop
• Strong work ethic

Skills

• Attention to details
• Proficient in MS Office

Experience

• 1 year