Administrator

1 month ago


Leicester, Leicester, United Kingdom STRIDE RESOURCE MANAGEMENT LTD Full time

Job Title:

Administrator

Reports To:

Broking Operations Manager

Role Purpose/Description:

To support the Senior Management and Sales Team in developing their business by:

Assisting them in the conversion of new business, service of existing accounts and retention of renewals.

Supporting the other team members as required.

Providing advice and assistance as necessary.

Responsibilities:

Respond positively to all enquiries received from AE's, Clients and underwriters in a courteous and helpful manner.

Develop effective working relationships with AE's and underwriters

Ensure that Acturis records are created and/or maintained for all clients.

Ensure quotations obtained are in-line with the broking strategy.

Complete administration duties as required including issuing invoices and insurance documents.

Ensure that renewals are processed according to documented procedures and within appropriate timescales.

Ensure all outstanding actions are recorded appropriately within the system diary and followed up accordingly.

Liaise with accounts department to assist with the credit control process.

Assist the team with claim notifications.

Ensure that any enquiries that are not within your skill set or experience are quickly referred and followed up.

In addition:

Assist other team members with any duties to ensure smooth running of the office.

Positively promote the services of the company

Other duties and responsibilities as may be required.

Measures:

Feedback from the team & Customers

Premium/Income achieved

New business conversion

Renewal retention

Accuracy of Data Input

Accuracy of Documentation

Complaints

Maintenance of Diary

Promptness in dealing with correspondence

Promptness in returning telephone calls

Key Skills/Behaviours:

Positive approach to tasks

Good communicator in all media

Planning & organisational skills

Negotiation & objection handling skills

IT skills

Good working knowledge of Word, Excel, Acturis and Outlook
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