Job Descriptions
This role sits within the Campervan/Personal Lines/Taxi team which forms part of the wider Affinities & Partnerships Department. This is a fast-paced role working within a dynamic team setting. The role entails working with the Affinity Lines Team Leader and Head of Taxi to maintain the established book of business and support the development of this further, including administering policies, advising customers, midterm alterations and account management.
Sales and Activity Management:
- Responsible for customer interaction via email in an efficient manner and to the required level of output, compliance and quality standards.
- Keep client records complete, accurate and up to date
- Deal with incoming & outgoing calls and queries between clients and insurers
- Ensure premiums are paid and policies issued in a timely manner
- Comply with all management audit requirements
Customer Relationship Management:
- Build effective working relationships with
- both new and existing customers by establishing trust, anticipating needs, sharing information and meeting commitments
- Deal with any issues that customers may have with their policies
- Assist Compliance in dealing with complaints
Customer Service:
- Take personal responsibility for delivering the highest level of accuracy and quality in your work
- Deal with requests and enquiries from customers, staff and management in a professional and timely manner and ensure that the complaint management standards and procedures are applied
- Demonstrate promptness, dependability and commitment in dealing with customers
Team Collaboration:
- Contribute to the team by sharing information, ideas and opinions
- Build good working relationships, collaborate with other teams and treat others in a fair and respectful way
- Proactively take on different roles according to the needs of the team
- Assist other team members in completing their work when required
Compliance:
- Ensure that all accounts are handled in line with compliance requirements
- Administer accounts in line with agreed policies and procedures
Requirements:
- APA minimum acceptable
- 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 adapt to unforeseen events
- A good degree of personal organisation and a structured approach to time and resource management
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
- Commitment to ongoing professional development