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- Hybrid working after probation
- Monday to Friday
- You must be in a commutable distance to Harlow for onsite work days/training
- Technical Operations:
- Use the insurance system (Acturist) to process and manage driver insurance placements.
- Utilise the internal CRM system (Optimus) to track and manage client interactions and policy details.
- Ensure all data entries are accurate and compliant with company policies.
- Conduct system checks to verify the completeness and accuracy of client information.
- Attention to Detail:
- Carefully review driver documentation and insurance requirements to ensure all necessary details are captured.
- Monitor policy details and flag any discrepancies or missing information promptly.
- Problem Solving:
- Address and resolve technical issues or errors in the placement process.
- Collaborate with team members and other departments to troubleshoot system or policy challenges.
- Client Support:
- Provide clear and accurate information to clients about policy details and requirements.
- Assist with client inquiries and ensure timely resolution of any concerns.
- Collaboration:
- Work closely with the Head of Sales, the sales team leader, and other team members to ensure smooth policy issuance.
- Support the team in meeting operational goals and maintaining high client satisfaction levels.
- Adhere to regulatory and company guidelines in all processes.
- Maintain organised and accurate records of client and policy information.
- Technical Skills:
- Proficiency in using internal systems or databases; familiarity with the Big House insurance system (Acturist) and the internal CRM system (Optimus) is a plus.
- Strong ability to learn and adapt to new software and tools.
- Attention to Detail:
- Exceptional diligence in handling data and documentation.
- Ability to identify and correct errors promptly.
- Communication:
- Clear and professional written and verbal communication skills.
- Confidence in interacting with clients and team members.
- Problem Solving:
- Analytical mindset with a proactive approach to resolving issues.
- Ability to handle challenges calmly and efficiently.
- Organisational Skills:
- Effective time management to handle multiple tasks and meet deadlines.
- Strong prioritization skills in a fast-paced environment.
