Address
Form of work
SalaryWe are looking for a Sales Administrator for my client in Insurance
Please only apply if you have had previous insurance experience.
YOUR PRIMARY ROLE - RENEWALS ADMINSTRATION
Preparation and rating the firms Household and Commercial renewals in accordance with the firm’s processes.
Maintain the firm’s systems for raising renewals ensuring they are actioned 21 to 25 days in advance of expiry in accordance with regulatory procedures.
Produce accurate renewal documentation and maintain renewal letter suites
Obtaining quotations by using our quote system, rating guides or by referring to insurers to place risks.
To keep abreast of rate changes, scheme discounts and all products.
To work closely with the renewal telephone team to provide rating assistance where required.
Producing and maintaining diaries on our system, chasing for outstanding information from insurers & customers alike.
Support the firm’s goals by ensuring and maintaining a high standard of customer service.
YOUR SECONDARY ROLE - CUSTOMER SERVICES
To provide help and assistance wherever required.
To assume responsibility for Induction training for all new starters in accordance with the firm’s training regime and procedures.
Utilizing and supporting various forms of training approaches including traditional classroom, e-learning and virtual training solutions.
To develop an expertise with the course content and training tools in conjunction with compliance and senior management.
Provide coaching and development feedback to both participants and their leaders, Act as a subject matter expert and Co-ordinate further training requirements including product roll outs or changes with line managers
KNOWLEDGE & EXPERIENCE
Open gi
Good keyboard and customer service skills.
Experience of providing specialised sales advice to support customer requirements.
Thorough understanding of household quote systems and products.
Has undertaken (or is willing to undertake) relevant customer service and insurance training.
SKILLS REQUIRED
Excellent telephone manner and customer service skills.
Ability to enter information, run reports, produce documentation, and supply information quickly and accurately
Effective communication skills both oral and written
Self- motivated and an enthusiastic team player.
Ability to gather and analyse information from the customer.
Strong system skills
Strong numeric skills and capable of multi-tasking
Ability to identify and respond appropriately to an individual customer’s level of understanding.
Ability to identify and match the products available with customer requirements.
Ability to persuade and influence others.
