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 processed 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 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 Mgt Team
• Working as part of a team environment to ensure all
Broker needs are met
• Working 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 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 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
* 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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