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 member of 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.
#J-18808-Ljbffr