Vacancy Announcement: Join our team

• To support a designated Corporate Account Manager with the day to day management of their client portfolio.
• To effectively manage and organise the needs and demands of a client portfolio.
• To effectively assist with the execution of the renewal/new business process for Health, Wellbeing & Group Protection schemes/policies.
• To assist in the renewal and review of Individual policies when required by the COO.
• To effectively maintain a high level of customer service at all times
• To maintain meaningful business relationships with Clients, Providers & Colleagues.
• To meet retention performance targets and behaviour expectations as set by the COO

Key responsibilities and accountabilities:

• Assist a designated Corporate Account Manager with the annual renewal of a policy/scheme in line with the BDHL process
• Be responsible for the administrative service delivery for your clients, Maintain a high level of customer service at all times.
• Accurate preparation of data, quotes & summary for the creation of reports for both existing and potential clients.
• Conduct business in a compliant manner.
• Grasp a full and detailed understanding of the differences between Provider, Product & Service
• Develop and maintain product and industry knowledge via training, meeting with insurers, seminars and industry media.
• Create spreadsheets, capture & record data accurately
• Maintain effective working relationship with insurer/provider partners.
• Intelligent Office – Add clients and plans/schemes to IO, maintain and detail all information.
• Ensure all documentation is archived electronically and follow IO processes as determined by situation.

Personal Attributes:

• Flexible attitude to work with the ability to work independently
• Proven ability to manage multiple projects at a time while paying strict attention to details
• Excellent verbal & written communication skills both face-to face and telephone.
• Excellent interpersonal skills with an ability to communicate with individuals at all levels
• Committed & embraces the company ethos of ensuring an exemplary level of customer service
• Ability to think outside the box, be creative & resourceful

Specific Job Skills:

• Previous experience or demonstrable knowledge of insurance
• Ability to work closely with colleagues to ensure a high degree of customer service is maintained.

Computer Skills:

• Good general IT skills

Education:

• Good general standard of education

Literacy and Numeracy:

• Good level of both literacy & numeracy Essential

CV’s and covering letter to be send to Chief Operating Officer, Caroline Shepherd – cshepherd@bdhl.co.uk