Using a range of office software, to include our in-house database, Microsoft Office, email and filing systems
Inputting and recording accurately all types of appraisals (direct client, insurer client or portfolio cases) on our in house database and maintaining these records
Issuing reports and invoicing to appropriate clients
Maintaining BCH set service standards for clients by monitoring and chasing turnaround times of surveyors
Liaising with Surveyors, Clients, Insurers and Broker via telephone and email
Dealing with queries via email and telephone
Proof reading of surveyor reports to ensure correct formatting, calculations, spelling and grammar
Research and preparatory work for new appraisals
Manage monthly invoices from surveyors against assigned work levels
Prepare monthly billing and bordereaux for clients who send in regular work
Responding to clients who require quotations for new work and explaining to them the
Company offering and process. Responding to quotes in writing with an appropriate fee, converting quotes into business and chasing outstanding quotes by phone or email;
Assisting with the preparation of presentations (mainly Powerpoint)
Updating and maintaining spreadsheets on Microsoft Excel
Filing site notes in numerical order
Gathering information and preparing weekly reports to Insurers
Assisting Managers and Directors as and when required
Assisting with arranging corporate events
Housekeeping duties (making drinks, washing up, ensuring office is clean and tidy and arranging lunch for meetings held within the office)
Storing documents in safe and secure manner
Required Knowledge, Skills, and Abilities
Educated to A-Level standard minimum with A-C Grades in O-level or GCSE Math's and English. Ability to work as part of our team but also independently using your own initiative, to take a real interest in and help to grow the business. Detailed knowledge of Excel, Word, Outlook and PowerPoint are required. Proven ability to deal effectively with different professionals: surveyors, insurers, brokers, underwriters, as well as clients. Excellent telephone manner. Proven track record in maintaining accurate records and quality control.