Description:
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join Close Brothers Premium Finance Team where you will provide support to field-based Sales Managers, Integration manager and their Brokers. Working as part of the Sales team our ideal team member will have previous experience in developing and maintaining relationships with excellent communication skills.
RESPONSIBILITIES
Sales Manager Liaison
- Pro-active weekly contact
- Rates paper completion
- New broker set-up pack collation
- Pre-Sales Manager meeting collation of broker performance documentation
- Weekly reports including the unauthorised & bespoke reports
- Proactive e-mails/calls to brokers on renewals between £25k - £50k
Broker Liaison
- Direct management of broker queries via email/telephone
- Attend internal/external meetings where required, take notes and carry out actions in a timely manner
- Ad-hoc broker joint visits with Sales Managers once a quarter
- Ad-hoc reporting where required
Operational Liaison
- Attend internal meetings where required, take notes and carry out actions in a timely manner
- Complete paperwork and rates tracker
Reports
- Daily/Weekly/Monthly reporting
- Proactive e-mails/calls to our brokers on renewals
General
- Service levels are to be maintained in all instances SLAs -
- Reply to all emails within 24 hours (this does not mean completion)
- Action all emails within 48-72 hours (this allows for other departments to reply) if this is not possible then you need to have chased other departments and gone back to source with a response of when they can expect a reply.
- Ensure the telephone is answered in a timely manner and that you consider cover when leaving the department.
- Cover for annual leave
Risk & Compliance
- Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.