New Business Administrator

Sales and Activity Management: 

• Achieve Commercial New Business budget as set by Sales Manager
• Log Submissions
  
• Prepare documentation for Sales team
• Administration of Website access for Brokers
• Ensure agreed processed are followed in all matters
• Manage reports to ensure they are accurate and up to date
• Comply with all management audit requirements

Customer Service: 

• Take personal responsibility for delivering the highest level of accuracy and quality in work
• Deal with requests and enquiries from Brokers , staff and management in professional and timely manner

Customer Relationship Management:

• Build effective working relationships with all Brokers by establishing trust, anticipating needs, sharing information and meeting commitments
• Deal with any issues that Brokers may have with queries, quotes etc.

Team Collaboration: 

• Work closely with Sales Manager and/or member of Capital Mgt Team
• Working as part of a team environment to ensure all Broker needs are met
• Working together to ensure the team is on track to meet monthly and yearly targets

Compliance: 

• Comply with all management audit requirements
• Work with the Sales / Operations Manager and Compliance teams in ensuring that quality of file records meets prescribed standards

Requirements: 

• Candidate must demonstrate the ability to work in a team environment
• Strong communication skills are essential
• Possess a positive, can do attitude with the ability to adapt to and embrace change
• Attention to detail
• Possess the ability to manage deadlines & prioritise workload
• The ability to prioritise workloads and adapt to unforeseen events
• A good degree of personal organisation and a structured approach to time and resource management

Person Specification: 

• Proficient in Office, including Outlook, Word & Excel
• Friendly and assertive manner on the phone
• Ability to develop relationships with team
• Willingness to learn & develop
• Strong work ethic
• Commitment to ongoing professional development