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Personal Assistant & Senior Office Coordinator
About Us:
BDElite has been a trusted supplier to UK insurance brokers for several years, providing innovative total claims management along with essential aftercare support for broker clients following a motor incident. BDElite offers a diverse product range of personal and commercial add-on insurance policies.
At BDElite, our employees enjoy a progressive career in a successful claims management company, which is demonstrated by the number of staff who have worked at BDElite for more than five years. Our company ethos focuses on the principles of work-life balance, which we strive to nurture in all our employees and fully support through our range of employee benefits. So, if you are passionate about delivering customer service excellence every day, we want to hear from you.
The Role:
In your role, you will need to work closely with colleagues, brokers, and service suppliers. The role represents an opportunity to be part of a successful and dynamic department.
Duties and Responsibilities
The 3 key areas are:
Appointment making and diary management:
1. Provide tele-sales support to the Account Executives, including both new business appointments and existing business appointments.
2. Work closely with the Account Executive to fulfill their diary with appointments to maximize opportunities.
3. Assist Account Executives with follow-up calls/mail shots to generate new business opportunities.
4. Coordinate and manage the follow-up of any mail shot activities for new product launches and BDElite news to both new and existing brokers.
Internal account handling and Broker performance:
1. Assist the Account Executive with the account handling of a designated portfolio of broker accounts to ensure broker retention, growth, and profitability primarily via telephone contact.
2. Assist the Account Executive with the preparation of terms and agreements.
3. Provide a point of contact for any incoming broker queries or complaints, ensuring these are actioned as appropriate in line with the company complaints process.
4. Ensure SLAs are achieved and liaise with the Head of Operations to resolve any issues in a timely manner to the brokers/client’s satisfaction.
5. Answer broker queries on all BDElite products, including the different transactional platforms available.
6. Liaise with the Head of Operations to ensure that all account development actions and SLAs are maintained according to the plans.
7. Ability to review and understand the detail within the broker MI relating to broker performance and profitability.
8. Assist with the awareness of all products and services that are available.
Administrative support:
1. Maintain high standards of customer service.
2. Assist with weekly account summary notes and ensure all actions are completed.
3. Compile competitor information to highlight any trends/changes within the market industry.
4. Organize stationery orders for brokers, ensuring deliveries are to the agreed timescales.
5. Ensure broker sales are submitted on a monthly basis for all products.
6. Provide assistance to the broker for all BDElite accounting queries.
7. Ensure all broker MI is produced within the agreed timescales.
8. Provide administrative support to the BDElite Account Managers and Claim Handlers when required.
9. Help keep accurate internal reports on department activity.
10. Review broker MI monthly and performance, suggesting possible amendments to commercial terms if required.
11. Deal with any potential problems to prevent escalation into a complaint.
12. Assist the claims team with call overflow and administrative support when required.
At BDElite, we like to think of our employees as our extended family. Our employee loyalty program is designed to improve personal well-being while rewarding hard work and encouraging loyalty through a multitude of benefits and choices.
Here are a few of the benefits we offer:
21 days annual leave, plus bank holidays, increasing to 30 days over time.
Your birthday off.
Remote working options available.
Relaxed dress policy.
Cycle to work scheme.
Training and Development.
Employee matched fundraising scheme.
Starting Salary is £24,000.00 / year, with excellent career progression opportunities.
Seniority level
Entry level
Employment type
Full-time
Job function
Business Development and Sales
Industries
Insurance
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