Generic Tasks
Under general supervision and within limits of authority and product licences, support Agent / Senior Agent in respect of Agency Sales. Contribute towards the strategic growth of the Agency and demonstrate high levels of Customer Service support, maximising potential customer retention and delivering customer satisfaction.
Review and advise upon customer General Insurance requirements
Handle incoming sales enquiries via telephone and email - provide quotations and close sales
Handle Incoming customer enquiries for products within your licenced remit
Act as Life Introducer to obtain appointments for Financial Advisor and NASC team
Identify and initiate cross -sell opportunities and activities to new and existing customers
Acquire and maintain knowledge of NFU Mutual General Insurance products for applicable product licences or in line with agreed personal development strategy
Develop and sustain effective working relationships with customers, all Agency, NFU Mutual and supporting business development staff
Support colleagues with General Agency duties during holiday / sickness absence where appropriate licences or knowledge exist
Administer all networking instructions to meet Agency completion standards
Implement customer payment transactions and processing procedures to maintain Agency credit control
Comply with all applicable sections of the NFU Mutual General Insurance Compliance Manual for the Agency Network, the Agent's Claims Guide, the Agency Guide and any local Agency procedures
Produce correspondence to required timeframes and quality standards
Perform other duties as assigned by Agent / Senior Agent in relation to the general operational tasks of the business
Tasks specific to your role
Handle Incoming customer enquiries for products within your licenced remit
Promote Financial Services and make appointments for the Agency Financial Advisor
Work as a team with incoming call volumes to assist with a fairly distributed workload
Continual training to develop skills and maximise personal opportunity
Knowledge, Skills and Attributes
Be able to communicate effectively, both written and verbal. This may include writing to customers such as within post call letters.
Be able to problem solve, use your own initiative and judgement
Demonstrate attributes of honesty, integrity, due skill, care and diligence
Possess good IT skills to use General Microsoft Office programmes and specific NFU Mutual systems such as iFaces, iAchieve, CRM and Bridge.
Sales and Customer service skills connecting basic knowledge of General Insurance products
Be engaging and accepting of an all inclusive environment and willing to support and coach others where required
Limit of Authority
No regulated advice to be given or implied on cover for unlicenced General Insurance products
No regulated advice to given or implied relating to claims for unlicenced General Insurance products
Claims authority as per the Agency Delegated Claims Authority
Underwriting authority as per the on-line Underwriting Manual
No regulated advice to be given or implied on Financial Services products
BillingCenter authority as per on-line Process manual.Training:You will work towards your:
Insurance Practitioner L3 – Junior Broker Apprenticeship.Training will be via Davies, virtually. 6 hours per week off the job training.Training Outcome:Upon successful completion of your apprenticeship, our business has a wide range of roles/skills that could could be suitable.Employer Description:Financial Services BusinessWorking Hours :Monday to Friday, 9.00 to 17.00Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Number skills,Team working....Read more...
The successful applicant will work within the different departments at NFU Mutual ensuring that they gain a great understanding of the high quality insurance service being provided to its clients.
The apprenticeship will entail providing administrative assistance as instructed by the departmental managers.
We need an individual who is motivated, can demonstrate initiative and attention to detail. In return we can offer you comprehensive training, a pleasant working environment, and the opportunity to be part of a team that values excellent service, daily duties will include:
· Review and advise upon customer general insurance requirements
· Process and despatch renewal documentation to Agency standards
· Administer all networking instructions to meet agency completion standards
· Preparation of letters for posting and franking of mail
· Filing of notes and correspondence as directed
· Maintain record keeping requirements for your role
· Learn and operate NFU Mutual CRM and Accounts systems
· Produce correspondence to require timeframes and quality standards
· Perform other duties as assigned by Agent / Senior Agent
· Identify and initiate cross selling opportunities and activities to new and existing customers
· Comply with all applicable sections of the NFU Mutual General insurance Compliance Manual for agency network, the Agent’s Claims Guide, the Agency Guide and local Agency procedures
· Acquire and maintain knowledge of NFU Mutual General Insurance products, as applicable to product licences
Implement customer money collection and processing procedures to maintain agency credit control
Training Outcome:Potential Full-time employmentEmployer Description:For more than a century, we have provided quality insurance to customers, their families, and their businesses, as well as supporting the communities they live and work inWorking Hours :Monday-Friday 09.00-5.00Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Logical,Team working,Patience....Read more...
The successful applicant will work within the different departments at NFU Mutual ensuring that they gain a great understanding of the high quality insurance service being provided to its clients.
The apprenticeship will entail providing administrative assistance as instructed by the departmental managers.
We need an individual who is motivated, can demonstrate initiative and attention to detail. In return we can offer you comprehensive training, a pleasant working environment, and the opportunity to be part of a team that values excellent service, daily duties will include:
· Review and advise upon customer general insurance requirements
· Process and despatch renewal documentation to Agency standards
· Administer all networking instructions to meet agency completion standards
· Preparation of letters for posting and franking of mail
· Filing of notes and correspondence as directed
· Maintain record keeping requirements for your role
· Learn and operate NFU Mutual CRM and Accounts systems
· Produce correspondence to require timeframes and quality standards
· Perform other duties as assigned by Agent / Senior Agent
· Identify and initiate cross selling opportunities and activities to new and existing customers
· Comply with all applicable sections of the NFU Mutual General insurance Compliance Manual for agency network, the Agent’s Claims Guide, the Agency Guide and local Agency procedures
· Acquire and maintain knowledge of NFU Mutual General Insurance products, as applicable to product licences
· Implement customer money collection and processing procedures to maintain agency credit control
Training:Level 2 Customer Service Practitioner apprenticeship standardTraining Outcome:Potential full-time employment for the right candidateEmployer Description:For more than a century, we have provided quality insurance to customers, their families, and their businesses, as well as supporting the communities they live and work inWorking Hours :Monday-Friday 09.00-5.00Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Logical,Team working,Patience....Read more...
THE ROLE
My client, an established firm of PQS now seeks a QUANTITY SURVEYOR at Graduate / Assistant / Project Surveyor level ideally with some experience or an interest in the role of EMPLOYER'S AGENT role to join them in the Stockport, Greater Manchester area.
You will have the opportunity of working on a range of projects including residential and care homes for private and public sector clients.
You will be involved in all aspects of Cost Management doing both pre and post contract duties including overseeing cost management and budget control, dealing directly with clients and stakeholders, preparing reports and maintaining project documentation, ensuring compliance with contracts etc.
THE COMPANY
My client is a firm of PQS with a good range of clients and they are on various client frameworks.
They are a firm of construction consultants offering clients both cost management, employer's agent and project management services.
THE CANDIDATE
You will be a Quantity Surveyor who is currently working for a UK firm of PQS.
At Graduate or Assistant level you will ideally have a year or more experience of working for a UK firm of PQS doing both pre and post contract duties.
You will need to have a BSc in Quantity Surveying or MSc in Quantity Surveying or Construction Economics or similar and be keen to work towards becoming chartered with the RICS.
An interest in doing the Employer's Agent role is required including contract administration.
You should first class communication skills, both written and spoken.
You will need to be a car owner and driver as some of the projects are not near to public transport.
You should have a stable work record.
You must have excellent English both written and spoken along with good IT skills and have good client facing skills.
Salary is in the region of £28000 to £50000 (depending on your level) plus car allowance, pension contribution plus RICS fees and two discretionary bonus' per annum. Health insurance after a year.
Please email a full c.v. or give me, Denise Neville a call for an informal and confidential discussion on 020 7613 5555 or 020 8368 0025 or mobile 07836 350309.....Read more...
Welcome and deliver excellent customer service to our customers and talk to customers to understand their needs
Help customers find a suitable package holiday or other travel arrangement
Make bookings and take payments using online computer systems
Advise customers about passports, insurance, visas, vaccinations, tours and vehicle hire
Inform customers of changes like cancelled flights
Arrange refunds and handle complaints
Meet sales targets
Work as part of team as well as using your own initiative
Communicate with customers face-to-face as well as via social media, email and telephone
Update and restock marketing materials including window displays, brochures, leaflets etc.
Deal with customers and update customer files
Deal with incoming and outgoing post and emails
Keep up to date with developments in the travel industry
Training:
Your apprenticeship training will be a fully work based learning programme across 12 months Upon completion of your apprenticeship, you will achieve a level 3 qualification as a Travel Consultant
Training Outcome:
Full time role potentially upon completion of the apprenticeship for the right candidate
Employer Description:Tate's Travel a long-established independent travel agency. We are ABTA bonded and as such your money is fully protected. We are part of the Advantage Travel Consortium, which includes over 900 independent travel agents, giving us the buying power to offer holidays to you at the best possible price. Tate's Travel was established in 1968 we have been an ABTA bonded agent since 1984 so our experience of the travel industry is second to none. We are agents for all major tour operators, most of whom are ATOL holders for your financial protection.Working Hours :Monday to Friday, 9am- 5.30pm Saturday 9am - 5pm (weekend work to be expected)Skills: Administrative skills,Attention to detail,Communication skills,Customer care skills,IT skills,Number skills,Organisation skills,Problem solving skills,Team working....Read more...
