To develop new business leads and write new business to an agreed targe
To pass on to an Account Manager all news cases won giving them support and information as requested
To ensure an efficient accounting system is maintained with customers and be pro active on credit control within specified guidelines.
To liaise with Insurers/Underwriters, Surveyors, Loss Adjusters, Engineers and other contacts to facilitate customer service where required.
Ensures direct debits are correctly set up where appropriate and invoices issued promptly.
To maintain strict confidentiality in respect of all information arising from and in connection with the group and the Company.
To concentrate on self-improvement both technically and by quality and maintain a Continuous Professional Development (CDP) log as provided.
All staff must be aware of each other’s needs and strive to help colleagues improve their technical knowledge and quality of output.
Provision of best advice at all times.
Thorough working knowledge of Microsoft Office, Outlook (Email), and Excel
Effective communicator both oral and written.
Effective interpersonal skills.
Ability to work under own initiative prioritise effectively and deal with complex underwriting and accounting entries.
Ability to understand customers needs effectively.
To be conversant with Company Procedures Manual and the requirements of the FSA Standards and Rules and to implement and maintain procedures as stipulated.