Job Description

Key Responsibilities

Process new business requests for Sales Executives.

Produce new business quotes using Insurer Online Platforms.

Requesting new business quotes from our whole of market panel - collating all scheme information, preparing documentation for review, issuing to market, checking quotes for accuracy & logging all terms received.

Ensure the smooth running of assigned portfolio on a day to day basis

Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels

Be the first point of contact for day to day enquiries from clients, providers and other internal and external sources

Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping consultants informed as appropriate

Co-ordinate administration of schemes including invoicing, membership data, claims data, communication materials and other associated queries

Resolve any identified discrepancies in provider documentation before sending to clients

Proactively initiate & manage the gathering of relevant data for each clients scheme renewal and ensure accuracy at all times & assist with the analysis of data as required

Attend internal & external provider and product training as required

Ensure that client records are accurate, up to date and in the correct format

Technical Skills Required

Maintain excellent levels of product and market information

Required Knowledge, Skills, and Abilities

Knowledge of Customer Service principles and practices Knowledge of Terms and Conditions, FCA regulations including Money Laundering and Data Protection and Treating Customers Fairly Excellent communication skills including telephone manner High standard of literacy & numeracy Ability to work as a team and individually using common sense at all times High level of accuracy & attention to detail