Sales and Activity Management: • Assist in achieving Commercial Renewal Business budget.
• Work as part of the team to achieve agreed retention level/rate increase.
• Achieve 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 the Team Leader, Operations Manager, and/or members of the Capital Management Team.
• Work as part of a team environment to ensure all broker needs are met.
• Collaborate to ensure the team is on track.
Compliance: • Comply with all management audit requirements.
• Complete insurance exams within the appropriate time.
• 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.
• Ability to manage deadlines and prioritize workload.
• Demonstrate good technical and product knowledge.
• A good degree of personal organization and a structured approach to time and resource management.
• APA/CIP qualification.
Person Specification: • Proficient in Office, including Outlook, Word, and Excel.
• Friendly and assertive manner on the phone.
• Ability to develop relationships with insurers and clients.
• Willingness to learn and develop.
• Strong work ethic.
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