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 tele 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