Job description
Main Purpose
The post holder is our brokers/clients first point of contact. The person creates and builds a relationship with new and existing broker agents or customers to increase sales and revenue. They undertake the full range of administrative tasks required for the effective management of the Account Executives function and role within the business
Key Duties
* Receive inbound sales and enquiry calls from Broker agents and/or inbound sources
* Process new broker/client applications
* Make contact and liaise with broker or client on an ongoing basis
* Build and maintain the relationship with the Broker agent or clients
* Ensure all data provided is accurate and correct i.e. Clients name is correct along with contact details
* Upload all project details i.e. Floor Plans, elevations, site plan and any other supplementary information provided
* All required information must be received and uploaded before it is moved to underwriting.
* Create a property tree, if necessary
* Make sure all notes are clear and properly recorded and up to date
* Once the risk is received back from underwriting review premium and ensure the price is within the parameter guidelines
* Contact the broker/client once the quote is sent
* Quotes must be followed through to closure
* Provide Broker/client assistance on the next step of the process. This may be documents required before ICW can proceed further e.g. EPC’s, gas and electric certs, building control sign offs and IBG’s needed
* Provide quality customer service, including interacting with brokers/clients, answering customer enquiries, and effectively handling customer complaints
Responsibilities
* Build and maintain client relationships
* Track and record metrics throughout sales process
* Meet and exceed financial goals
* Understand and keep up to date with industry and competitive landscape knowledge
Salary: £25,000.00-£35,000.00 per year
Benefits:
* Company pension
* Free parking
* Life insurance
* On-site parking
* Bonus scheme
* Private medical insurance
* Referral programme
Qualifications
* Bachelor's degree
* 2-3 years of business experience in a customer relations/sales role
* Strong written and verbal communication skills
* Strong organisational skills
* Proficiency in Microsoft Office