Job title: Sales Support Administrator
Reporting to:
Primary - Senior Sales Support Administrator
Secondary - New Business Manager
Hours: 35 hours per week, Monday to Friday 9:00 to 5:00
Purpose of the role:
To provide administrative support to the National Friendly Sales Support team and our Intermediary and key account relationships.
The job holder is responsible for ensuring that the business generated is processed efficiently and effectively throughout the whole sales process from receipt of the application to reconciling commission paid.
Key responsibilities:
- Administration of Intermediary telephony, post, web & email requests, ensuring processing is accurate and completed in a timely manner within service levels;
- Processing all new business quote and re-quote requests;
- To undertake ad hoc work when necessary;
- Regular checking and training including continued personal development.
Team Skills: Supporting colleagues in order to achieve business targets.
Time Management: Plan and prioritise work to ensure Service Level Agreements are met or exceeded.
Customer Service: Provide excellent customer service to all customers and intermediaries both internal and external. Be proactive in identifying areas/processes where internal processes could be improved.
Communication: Communicate openly with peers and line management, sharing best practice wherever possible. Liaising with Customer and Third Parties.
Regulations: Ensure FCA and internal regulations and are adhered to at all times
Relationship Management: Develop good working relationships with Intermediaries, Insurers and National Friendly Functions to ensure all work items are processed effectively and efficiently.
Data Entry: Accurately update records on a variety of CRM systems
Our values:
- Caring
- Dedicated
- Agile
- Credible
Relationships:
Internal
- Claims & Underwriting Team
- Marketing Team
- Finance Department
- Post Room
- Customer Services
- BDMS
External
The duties and responsibilities above are not exhaustive and the role holder may be required to undertake other activities consistent with the general nature and purpose of the role.
Duties may vary between individuals with the same or similar job title according to the needs of Society.
National Friendly may review and amend this job description at its discretion. This job description does not form part of the individual’s terms and conditions of employment.