Job Descriptions

Sales and 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 Budget

• Provide Account support to Account Director(s) on set clients or on ad hoc basis as requested

• The achievement of other upsell / cross sell targets

• 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(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 APA Qualification working towards CIP
• 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:
• CIP Preferable
• 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

• Teamwork Skills
• Strong Communication
• Attention to details

Experience

• 1 year