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 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 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. Work 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 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. Possess the ability to manage deadlines & prioritise workload. Demonstrate good technical & product knowledge. 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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