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Commercial Insurance Sales Coordinator

2 months ago

Chelmsford, Essex, United Kingdom Time Appointments Full time

Time Appointments is excited to announce an opening for a dedicated Sales Support Assistant within a prominent Commercial Insurance Firm. This role is pivotal in supporting our Agency team and ensuring seamless operations.

This position offers a remarkable chance to join an award-winning organization that values its employees, providing a competitive salary along with outstanding career advancement opportunities.

In recognition of your dedication and effort, you will enjoy:

  • 25 days of annual leave in addition to public holidays
  • Pension scheme
  • Monthly team lunch
  • Complimentary onsite parking
  • Long service recognition and bonuses

Key Responsibilities:

  • Compile weekly income meeting statistics, monthly BDM reports, and quarterly UMC data
  • Manage weekly BDM reports based on site visits and update broker records
  • Develop presentations to assist the marketing department
  • Engage with potential clients and brokers
  • Verify details of new agents during the application process
  • Support the organization of events and merchandise
  • Coordinate with brokers to register on the broker portal and address initial technical inquiries
  • Collaborate with marketing to ensure timely production and distribution of monthly BDM mailings, maintaining up-to-date distribution lists
  • Enhance social media presence across various platforms
  • Assist in scheduling broker meetings and identify new visit opportunities
  • Pursue opportunities to quote for fleet risks, including follow-ups on previously quoted risks
  • Participate in bi-weekly BDM team meetings

Essential Skills:

  • High level of accuracy and attention to detail in task completion
  • Excellent communication abilities with brokers and team members
  • Degree-level education
  • Strong organizational and planning skills with the capacity to prioritize tasks effectively
  • Professional demeanor and confidence
  • Robust work ethic
  • Willingness to learn and demonstrate initiative and resourcefulness