Sales and Activity Management:
Key Responsibilities:
1. Flexibility to work across all Personal Lines departments, securing renewals, processing amendments, cross-selling, and up-selling across all product lines.
2. Good negotiation and sales skills.
3. Manage renewals and client retention in line with targets and compliance.
4. Ensure all aspects of Mid-Term Alterations, Renewals, Accounts entry, claims liaison, and correspondence are completed.
5. Ensure all files are up to date on the system.
Customer Relationship Management:
Key Responsibilities:
1. Manage clients across departments, handling renewals, MTAs, and queries related to Personal Lines products.
2. Take personal responsibility for delivering the highest level of accuracy and quality in your work.
3. Handle all internal and external requests in a timely and efficient manner.
Team Collaboration:
Key Skills:
1. Build strong relationships across all teams within the organization, working collaboratively to achieve team targets and objectives.
Compliance:
Key Requirements:
1. Ensure all compliance standards are met during all processes.
Requirements:
Qualifications and Experience:
1. APA qualification required.
2. CIP qualification preferred.
3. Experience working in a fast-paced environment.
4. Knowledge of the system is an advantage.
5. Excellent organizational skills, with the ability to prioritize, manage, multitask, and execute daily tasks.
6. Excellent communication and interpersonal skills for dealing with internal and external customers.
7. Excellent attention to detail.
8. Problem-solving ability.
9. Ability to work in a dynamic team environment.
10. Openness to change and a fast-paced environment.
11. Ability to perform ad-hoc duties as required.
Person Specification:
1. Possess a can-do attitude and be open to rapid and evolving changes as our digital journey progresses.
2. Ability to prioritize workloads and adapt to unforeseen events.
3. Good personal organization and a structured approach to time and resource management.
4. Commitment to professional development.
5. Maintain a customer-first approach in line with company culture.