Job Description
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.
* Achieve 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.
* Taking 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 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.