Reporting to the Home Employment Manager
Administration of the policies managed by the Home Employment team
DUTIES & RESPONSIBILITIES
· Process renewals, cancellations and secure new sales of policies managed in the Home Employment Team.
· Undertake financial monitoring when required to ensure payments are reconciled and cleared
· Ensure a thorough knowledge and continual awareness of policy cover.
· Building and maintaining good relationships with policy introducers
· immaculate customer service, attention to detail and ensure that all products are thoroughly and well described.
· Meet sales and performance targets and KPIs
· Ensure the performance of your work maintains the policies and principles of the Financial Conduct Authority
· Ensure internal administration system is correctly loaded and updated to accurately reflect the customer’s policy offering and the detail of any renewal or sale of products.
· Ensure sales data and leads remain confidential in line with the Company’s data protection policy
· To gather marketing authority from existing customers and new customers so we can promote and develop new schemes.
Assisting with any other administrative duties when required
COMPETENCIES REQUIRED
· A drive to achieve sales performance targets and maximise sales opportunities
· Exceptional customer service skills and ability to use customer contact to maximise sales opportunities
· Provide attention to detail to all administrative tasks to ensue system and data storage compliance.
· Effective time and workload management and ability to work flexibly to meet the needs of the department and company.
· Ability to manage company processes to ensure correct data storage
· Understand and maintain compliance with FCA requirements.
· Strong communication skills with good literacy, numeracy and IT competency;
· Professional, reliable and dynamic work ethic;
· Able to calmly and confidently handle difficult situations when they arise;
Able to work flexibly within a team environment
Job Type: Full-time
Pay: From £25,000.00 per year
Benefits:
- Free parking
- On-site parking
Language:
Work Location: In person
