Senior Insurance Advisor

Senior Insurance Advisor

Monday - Thursday 08.30 - 5.00pm with an hour for lunch and Friday 08.45 - 4pm with an hour for lunch - total hours per week 36.25 Monday's - Friday 36.25 hours per week

Main duties of the role:

● Maximise the collection of debt for both rental and COI insurance from the Insurance Sector

accounts that we supply to.

● Monitor debtors and days to ensure that they remain within agreed levels.

● To meet required targets.

● Ensuring daily, weekly and monthly billing is done in a timely and accurate fashion.

● Customer meetings as required.

● Build relationships with customers and the Sales Team.

● Have a detailed understanding of how your accounts work through the entire rental process and

be a point of contact for your customers.

● Ensure queries received from the customer are dealt with in a timely manner.

● Provide up to date information relating to the accounts, for example aged debts and statements.

Key skills and attributes required:

● Excellent interpersonal and communication skills.

● Ability to make decisions.

● A positive, 'can-do' approach.

● Stong Microsoft Excel skills.

● High level of organisation and planning.

● Proven Account Management experience.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.