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