Senior Business Development Manager

7 days ago


Birkenhead, Wirral, United Kingdom Idex Full time

Job Summary:

As a key member of the Idex team, the successful candidate will be responsible for processing new business and servicing changes on provider platforms and updating the CRM system. This role requires strong organizational and communication skills, as well as the ability to work effectively in a fast-paced environment.

Key Responsibilities:

  • Business Processing: Process new business and servicing changes on provider platforms, ensuring accurate and timely updates to the CRM system.
  • Client Services: Produce and package client annual review packs for advisors, including appointment and electronic delivery.

Requirements:

  • Strong organizational and communication skills
  • Ability to work effectively in a fast-paced environment
  • Experience with CRM systems and provider platforms


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