Sales Development Co-ordinator - Mallow

at  FBD Holdings plc

EDUCATION

Qualified to Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP) or Grandfathered Accreditation.

EXPERIENCES

• Previous insurance/financial services experience would be advantageous but not essential.
• Sales/customer service experience in a similar role would be a distinct advantage.
• Have the capacity to deal successfully with new challenges and opportunities as they emerge for the Company.
• Highly computer literate with good knowledge of Progen, TIA and Microsoft Office.
• Good numeracy and analytical skills are essential.
• Strong organisational and time management skills and be able to produce accurate, quality information within agreed timescales.

JOB RESPONSIBILITIES

• Being proactive in achieving individual sales targets together with coordinating prospecting, up selling and cross selling within the office.
• Managing and carrying out daily office administration, ensuring that individual daily tasks are clearly understood and implemented through regular meetings and direction.
• Dealing with customer queries and referring unresolved / technical queries to the relevant personnel.
• Ensuring all systems and procedures as laid down by the Company are complied with.
• Working flexibly within the Sales Office and participating in various office tasks.
• Acquiring and maintaining comprehensive up-to-date knowledge and information of all the Company’s product range and compliance requirements and completing relevant industry qualifications as appropriate.
• Developing mutually beneficial working relationships and working closely with the local FBD Life Financial Planning Adviser, to continuously enhance the overall FBD Group service delivery to customers.
• Participating in account management initiatives of Commercial and Agri business.
• Part-taking in on-going renewal follow ups / revisions; identifying sales opportunities, cover / rate improvements, as appropriate.

JOB RESPONSIBILITIES

• Assisting customers at the initial notification of claims stage, in line with company procedures.
• Taking responsibility for individual outstanding debit/premium collections.
• Ensuring dedicated support to the Branch Manager / Sales Executive.
• Motivating, encouraging and providing leadership, support and development assistance to the Sales Office team.
• Monitoring and measuring Sales Advisor performance and providing regular feedback and coaching also as required.
• Acting as office contact and support for the sales office staff, head office, Branch Manager, Sales Executive and Regional Sales Manager.
• Administration of Personal Lines business as required.
• Administration of Commercial/Agri business as required.
• Carrying out administration as required.
• Carrying out such duties as management may require from time to time.