Salary – £17,000 – £18,000
Produce monthly list of renewals due – including commissions & fees, split between sales to give individual targets.
Renewals & New Business – Process on Durell, get documents, produce invoice and verification, set up on finance (if required) and send all documents to clients via email or post.
Client questionnaires/builders profile requests.
Dealing with client telephone/email queries .
Mid-term Adjustments (mainly motor).
Claims – initially reporting the claim to the insurers on behalf of a client.
Obtaining relevant information from client and liaise with both client and insurer/loss adjuster.
Claims – dealing with settlement/closing of claims.
Monthly commissions for New Business & Renewals for payroll.
Chasing outstanding credit agreements/invoices.
Chasing finance defaults.
Reconcile bank statements (including PDQ slips & finance payments).
Reconcile insurer statement – send a list to Ann of what is due.
Sending remittances to insurers detailing policies for payment.
Dealing with new and existing complaints, updating all relevant registers and ensuring procedures and deadlines are met.
Ensure all compliance procedures are met; checking all documentation thoroughly, checking all New Business/renewals have been issued correctly.
Weekly report of monies due in/out.