Sales and Broker Support Assistant

7 months ago

Bolton, United Kingdom BDElite Ltd Full time

**Sales & Broker Support**

**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 dedica

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