Short Term Sales and Support Administrator
2 weeks ago
SHORT-TERMSALES AND SUPPORT ADMINISTRATOR
Our client based in Blair Atholl, is in the Financial Planning and Wealth Management industry, they are seeking a
SHORT-TERMSALES AND SUPPORT ADMINISTRATOR to join their team at their prestigious offices.
Duties and Responsibilities and Performance Outcomes
- Call leads brought in by Brokers and do quotes
- Call existing clients on database cross sell to offer short term insurancecover
- Review policies at renewal stage
- Inhouse Servicing and amendments
- Load Tasks and ensure continuously updated
- Capturing quote info & utilizing the various quote platforms available
- Presenting and following up on quotations issued
- Capturing new bus on Xplan and new bus/pipe spread sheet?Sending thank you ,disclosure and pol schedules
- Prospecting-Tele sales calling for new business
- Ensure Disclosure letters and Fais requirements are complete
- Account queries ,arrear premiums, cancellations and double deductions, retentions
- Following up on requirements, processing claims
**PLEASE NOTE
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