Job Title:
Administrator
Reports To:
Broking Operations Manager
Role Purpose/Description:
To support the Senior Management and Sales Team in developing their business by:
Assisting them in the conversion of new business, service of existing accounts and retention of renewals.
Supporting the other team members as required.
Providing advice and assistance as necessary.
Responsibilities:
Respond positively to all enquiries received from AE's, Clients and underwriters in a courteous and helpful manner.
Develop effective working relationships with AE's and underwriters
Ensure that Acturis records are created and/or maintained for all clients.
Ensure quotations obtained are in-line with the broking strategy.
Complete administration duties as required including issuing invoices and insurance documents.
Ensure that renewals are processed according to documented procedures and within appropriate timescales.
Ensure all outstanding actions are recorded appropriately within the system diary and followed up accordingly.
Liaise with accounts department to assist with the credit control process.
Assist the team with claim notifications.
Ensure that any enquiries that are not within your skill set or experience are quickly referred and followed up.
In addition:
Assist other team members with any duties to ensure smooth running of the office.
Positively promote the services of the company
Other duties and responsibilities as may be required.
Measures:
Feedback from the team & Customers
Premium/Income achieved
New business conversion
Renewal retention
Accuracy of Data Input
Accuracy of Documentation
Complaints
Maintenance of Diary
Promptness in dealing with correspondence
Promptness in returning telephone calls
Key Skills/Behaviours:
Positive approach to tasks
Good communicator in all media
Planning & organisational skills
Negotiation & objection handling skills
IT skills
Good working knowledge of Word, Excel, Acturis and Outlook