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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