Business Support Administrator - Warwickshire, United Kingdom - James, Welton, Price, Bird, Wheatley & George

James, Welton, Price, Bird, Wheatley & George

Verified Company

Warwickshire, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

NFU Mutual, a leading general insurer and financial services company, has been serving the local community for over 100 years.

Our team at the Central-South Warwickshire & Pershore Agency situated across our four sites in Warwick, Stratford-upon-Avon, Henley-in-Arden & Pershore.

are committed to delivering consistent excellent customer service whilst maintaining a high standard of quality and audit results.

What the role involves:

Allocating monthly key renewals
Managing diaries for customer appointments and renewal requirements including making renewal review appointments
Preparing prerenewal information for Agents and Executives prior to appointment.
Reviewing the post review notes and allocating work on Customer Relationship Management (CRM) for relevant changes.
Completion of a post review report where required to high quality standards
Liaising with team members and internal stakeholders to ensure documentation is correct before posting.
Ensuring documentation is forwarded to customers in adherence with regulatory guidelines.
Collating documentation for new business prior to posting.
Management of CRM dashboards.
Robust follow up of leads and quotes outstanding.
Effectively manage the Agent's diaries for customer and prospecting appointments and internal meetings.
Arrange client dinners/drinks as appropriate.
Travel arrangements for Agents where appropriate.

What we need from you as a Assistant:

Work independently and use initiative to problem solve
Communicate well with colleagues and customers both verbal and written
Prioritise workload accordingly

Have you got the right skills? We will give full training for the role so no previous experience is necessary.

We are a fast paced, growing business that prides itself on doing the best for both customers and our employees.

Some of our perks include life insurance, pension contributions, a dedicated social committee, flexible working practices and the ability to work from home when required as well as standard benefits such as a salary and annual leave entitlement.

Please note, this role could work at any of our four sites in Warwick, Stratford-upon-Avon, Henley-in-Arden & Pershore.

Job Types:
Full-time, Part-time, Permanent

Salary:
£18,000.00-£24,000.00 per year

Benefits: