Reports To: Team Leader - Commercial

Key Internal Relationships: Team Leader, Portfolio

Manager & Operations Manager

Key External Relationships: Brokers, Insurers

Sales and Activity Management:

• Assist in achieving Commercial Renewal Business

budget.

• Work as part of the team to achieve agreed

retention level/rate increase

• The achievement of other upsell / cross sell targets

• Ensure agreed processed are followed in all matters

Customer Service:

Build strong long term relationships with Key Broker partners

• Take personal responsibility for delivering the highest level of accuracy and quality in work

• Deal with requests and enquiries from Brokers , staff and management in professional manner

Customer Relationship Management:

• Build effective working relationships with all Brokers

   by establishing trust, anticipating needs, sharing information and meeting commitments

Team Collaboration:

• Work closely with Team Leader, Operations

Manager and/or member of Capital Mgt Team

• Working as part of a team environment to ensure all

Broker needs are met

• Working together to ensure the team is on track

Compliance:

• Comply with all management audit requirements

• Complete Insurance exams within the appropriate

time

• Work to ensure that quality of file records meets

prescribed standards

Requirements:

• Candidate must demonstrate the ability to work in a team environment

• Strong communication skills are essential

• Possess a positive, “can do” attitude with the ability

to adapt to and embrace change

• Attention to detail

• Possess the ability to manage deadlines & prioritise workload

• Demonstrate good technical & product knowledge The ability to prioritise workloads and adapt to unforeseen events
• A good degree of personal organisation and a
• structured approach to time and resource management
• APA/CIP Qualification

Person Specification:

• Proficient in Office, including Outlook, Word & Excel
• Friendly and assertive manner on the phone Ability to develop relationships with insurers and clients
• Willingness to learn & develop
• Strong work ethic