Reports To: Team Leader - Commercial
Key Internal Relationships: Team Leader, Portfolio Manager & Operations Manager
Key External Relationships: Brokers, Insurers
Sales and Activity Management:
- Assist in achieving Commercial Renewal Business budget.
- Work as part of the team to achieve agreed retention level/rate increase.
- The achievement of other upsell/cross-sell targets.
- Ensure agreed processes are followed in all matters.
Customer Service:
- Build strong long-term relationships with Key Broker partners.
- Take personal responsibility for delivering the highest level of accuracy and quality in work.
- Deal with requests and enquiries from Brokers, staff, and management in a professional manner.
Customer Relationship Management:
- Build effective working relationships with all Brokers by establishing trust, anticipating needs, sharing information, and meeting commitments.
Team Collaboration:
- Work closely with Team Leader, Operations Manager, and/or member of Capital Management Team.
- Work as part of a team environment to ensure all Broker needs are met.
- Work together to ensure the team is on track.
Compliance:
- Comply with all management audit requirements.
- Complete Insurance exams within the appropriate time.
- Work to ensure that the quality of file records meets prescribed standards.
Requirements:
- 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.
- A good degree of personal organisation and a structured approach to time and resource management.
- APA/CIP Qualification.
Person Specification:
- 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.
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