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
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