Broker Sales and Support - Admin
About Us
BDElite has been a trusted supplier to UK insurance brokers for several years. Providing innovative total claims management, along with essential aftercare support for broker client’s following a motor incident. BDElite offers a diverse product range of personal and commercial add-on insurance policies.
The Role
DUTIES AND RESPONSIBILITIES:
The three key areas: Appointment Making; Internal Account Handling and Administrative Support.
Appointment Making/Diary Management:
- Provide tele-sales support to the Account executives to include both new business appointments and existing business appointments.
- Work closely with the Account Executive to fulfil their diary with appointments to maximise opportunities.
- Assist Account Executives with follow-up calls/mail shots to generate new business opportunities.
- Coordinate and manage the follow up of any mail shot activities for new product launches, new business opportunities, BDElite news to both new and existing brokers.
Internal Account Handling/Broker Performance:
- Assist the Account Executive with the account handling of designated portfolio of broker accounts to ensure broker retention, growth and profitability primarily via telephone contact.
- Assist the Account Executive with the preparation of terms and agreements.
- Provide point of contact for any incoming broker query or complaints and ensuring these are actioned as appropriate in line with the company complaints process.
- Ensure SLA’s are achieved and where necessary liaise with the Head of Operations so any issues are resolved in a timely manner to the brokers/clients satisfaction.
- Answer broker queries on all BDElite products to include the different transactional platforms available.
- Liaise with the Head of Operations to ensure that all account development actions, SLA’s are maintained according to the plans.
- Ability to review and understand the detail within the broker MI relating to broker performance and profitability.
- Assist with the awareness of all products and services that are available.
Administrative Support:
- Maintain high standards of customer service.
- Assist with weekly account summary notes and ensure all actions are completed.
- Compile competitor information with a view to highlight any trends/changes within the market industry.
- Organise stationery orders for brokers, ensuring deliveries are to the agreed timescales.
- Ensure broker sales are submitted on a monthly basis for all products.
- Provide assistance to the broker for all BDElite accounting queries.
- Ensure all broker MI is produced within the agreed timescales.
- Provide administrative support to the BDElite Account Managers and Claim Handlers when required.
- Help to keep accurate internal reports on department activity.
- Review broker MI monthly and performance, suggesting possible amendments to commercial terms if required.
- Deal with any potential problems in order to prevent escalation into a complaint.
- Assist the claims team with call overflow and administrative support when required.
Marketing and Promotions:
- Assisting with the development of promotions and products.
- Assist with the mail shots to both existing and new brokers in line with promoting current and new products.
- Proactively contacting existing brokers via telephone to promote products and services.
- Actively follow up all mail shots to brokers ensuring following contact is made to all brokers.
- Assist brokers with marketing advert pages on branded literature.
- Help to provide new ideas on how to improve the profitability of all products.
- Inputting and updating the BDElite System keeping accurate data at all times.
- Help maintain adequate stock of all Broker literature.
Targets:
- Monitor/achieve the department/personal targets and objectives on a weekly/monthly basis.
Training:
- To undergo training of the BDElite Internal Business Development Department.
- Willingness to progress towards further relevant professional qualifications.
- Undertake any other duties reasonably required as deemed appropriate.
Compliance & Health and Safety:
- Continuing awareness and compliance with FCA, Health and Safety, other regulatory and Carrier requirements.
- Gain knowledge of CMR (Claims Management Regulator) rules and regulations.
Expected / Required Behaviours & Skills:
- Evidence of flexible, “can do” attitude; self-motivated and willing to maximise personal contribution to the role, departmental and overall organisational objectives.
- Strong commitment to customer services and service level agreements/targets.
- Strong organisational and personal planning skills; self-disciplined approach to work.
- Effective and clear communication, telephone, presentation and listening skills – ability to build relationships and credibility with staff and own manager.
- Ability to work to individual targets and timescales with dedicated autonomy when required.
- Confident at negotiating with an ability to influence outcomes.
- Flexibility and ability to manage multiple demand and changing priorities - able to handle change and embrace new ideas.
- Ability to work under pressure and to targets and objectives.
- Ability to work effectively in a team environment, happy to assist others with workload where necessary and to work towards team targets.
- Takes proactive approach to development areas – both personal and for the department.
Knowledge & Qualifications:
- Experience working in a customer service and business administration environment.
- Experience of working in either account management/tele-sales environment and/or with insurance brokers/insurance industry.
- Experience of Full Claims Management (preferable but not necessary).
- Ability to mentor and coach staff.
- At least 5 GCSE passes or above (or equivalent e.g. NVQ Level 2) to include English and Maths.
- Numerate.
- PC Literate – for example experience of MS Word, Excel, Access, PowerPoint and Outlook.
Job Specifics:
- Full-time permanent role.
- 6 months probationary period.
- 9-5pm Monday to Friday.
- One hour lunch break.
- Fully office based in Bolton.
- Salary £24,000.00 per year.
Benefits:
At BDElite we like to think of our employees as our extended family. So, it should come to no surprise that our employee loyalty program is designed to improve personal well-being; while at the same time reward hard work, whilst encouraging loyalty through a multitude of benefits and choices.
Here are a few of the benefits we offer:
- 21 days annual leave, plus bank holidays increasing to 30 days over time.
- Your birthday off.
- Half day Christmas shopping.
- Workplace Pension Scheme.
- Relaxed dress policy.
- Eyecare vouchers.
- Cycle to work scheme.
- Training and Development.
- Health care plan (available once passed probationary period).
- Employee matched charity fundraising scheme.
- Starting salary is £24k per year, with lots of opportunity to progress.
If this is the role for you and you have the required experience / skills, please don't hesitate to apply for immediate consideration.
Pay: £24,000.00 per year
Work Location: In person
