Customer Relationship Executive

2 days ago

Barnsley, United Kingdom Glu Recruit LTD Full time

**Role**:Customer Relationship Executive

**Salary**:Up to £25,000 depending on experience

**Location**:Barnsley

**Hours**:Monday to Friday 9am - 5pm (occasional work outside of these hours may be required)

**Purpose of job**
- Supported by the Business Development Manager and Chief Commercial Officer, build and maintain relationships with intermediaries, members and potential members.
- Increasing intermediary and direct relationships as business levels require.
- Attaining new members and policies in line with the distribution strategy in order to achieve the desired mix of business.
- With the assistance of the Business Development Manager and Chief Commercial Officer, planning and implementing new marketing/engagement activities including events.
- Intermediary training.
- Maintaining exceptional service standards for our members, potential members and supporting intermediaries.
- To assist with the Society’s charity relations, events, donations and awards.
- To assist the Business Development Manager, Chief Commercial Officer, Chief Operating Officer or Chief Executive Officer with projects as required.

**Duties and responsibilities**

**Business Development**
- Under the guidance of the Business Development Manager and Chief Commercial Officer, focus on the development and maintenance of sustainable relationships with direct clients and intermediaries through a co-ordinated programme of face-to-face and othercommunications.
- To identify and develop new professional and corporate connections to achieve targeted business growth.
- To assist the Business Development Manager and Chief Commercial Officer with the constant development and implementation of the member engagement strategy.
- To maintain comprehensive and accurate records of client and intermediary development activity.
- To prepare and maintain sales aids and presentation material.
- To assist with the annual and quarterly member newsletters.
- To assist with the planning and management of internal and external events.
- To assist the Business Development Manager and Chief Commercial Officer with other business development / marketing activities as appropriate to gain experience.
- To assist the Chief Operating Officer with member research / profiling.
- To attend promotional/sponsorship events.
- To keep up to date with competitor offerings in terms of products, bonus rates, Direct offers and intermediary remuneration.
- To prepare relevant and timely reports from the Society's computer systems as required by the Business Development Manager and Chief Commercial Officer by maintaining appropriate data.
- Plan and deliver intermediary training as required including the annual 'Introducer Training’ session either face to face, by webinar or slideshow.
- To deputise for colleagues in their absence.

**New Business**
- To process commissions timely and accurately.
- To undertake 'home visits’ for local existing and potential members as required.
- To encourage and undertake 'office visits.
- To action New Business follow ups including but not limited to; Prospects, Applications and Maturities.
- Contact clients who return their satisfaction forms where applicable.
- To respond to enquiries with regard to all aspects of new business generation.
- To provide a service out of 'normal’ office hours as required.
- To provide accurate and timely quotations, literature, information to members, financial advisers and introducers.
- To oversee the maintenance of intermediary records on Navision, the website and on the SharePoint database.

Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role.

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