The Role:

To act as liaison between Clients, Sales team and survey teams to build good working relations and resolve any queries in a timely manner. Monitor and oversee quality of outgoing surveys and consistency of approach across all survey teams, while ensuring our clients receive expected level of service.

Responsibilities:

• Assist the Property and Insurance Sales Team
• Maintain and manage data in the Company Optimize system
• Ensure all data entry activities are completed accurately and in a timely manner.
• Liaise with surveyors, customers and sales team to ensure timely booking of surveys
• Resolve or escalate where appropriate customer and surveyor issues, initiating communication with the sales team and keeping them informed
• Ensure survey reports are sent and received in line with company and customer contractual obligations and expectations
• Assist Line Manager with internal team projects
• Undertake any other responsibilities that may become necessary for the proper performance of the role

Requirements:

• Strong communication skills (written and verbal) with both internal and external customers
• Some knowledge of the insurance industry
• Good administrative and time management skills
• Can manage own workload and act independently if required
• Strong attention to detail and high level of accuracy
• Maintain an in depth understanding of the following:
• Insurance and Property Risk Business
• The client management system Optimize
• Good knowledge of Microsoft applications especially Outlook, Word and Excel