Sales Support Assistant - Internship

Back to job search
Sales Support Assistant - Internship

Sales Support Assistant - Internship

  • Location:

    City of London

  • Contact:

    Aaron Gavin

  • Contact email:

    talent@acinrecruit.co.uk

  • Job ref:

    138

  • Published:

    28 days ago

  • Expiry date:

    2022-08-01

OVERALL PURPOSE OF JOB:

Administration and sales support for the Solicitors Professional Indemnity Insurance Sales Team

KEY DUTIES & RESPONSIBILITIES

The Role

  • Managing the generic team email in-box

  • Photocopying and scanning proposal forms or any documents received, saving all documents on the client drive & updating our client database

  • Keeping accurate and up to date records on the order tracker, enquiry tracker & CRM (Customer Relationship Management) System

  • Data entry of proposal forms into an on-line quoting system

  • Checking every proposal form is fully completed and note any missing information

  • Data entry into enquiry tracker spreadsheet to produce market information sheets for insurers

  • Emailing clients for additional/missing information

  • Helping the team gather & log renewal dates via email from current clients

  • Emailing clients & underwriters any documentation required – Proposal forms, Quotes, Claims Summaries, Policies, etc

  • Emailing proposals to insurers and logging/saving their quotes and responses on the enquiry tracker & client drive

  • Typing up quote letters and policy documents

  • Chasing clients and insurers for quotes/missing information/orders.

  • Sending out policy documents by email to clients

  • Ad hoc administrative duties requested by your manager

TECHNICAL SKILLS REQUIRED

• Awareness and understanding of what is required and any uncertainty communicated immediately.

• Awareness and understanding of Miller’s flexible and long working hours during Solicitors Season

• Ability to use full IT packages including Word, Excel, and learn new applications as required for office requirements

OTHER SKILLS REQUIRED

• Ability to write in plain English and avoid the unnecessary use of jargon.

• Attention to detail & accuracy is key

• Ability to work accurately, consistently and the ability to meet deadlines.

• A high level of numeracy.

• Ability to prioritise

• A high degree of competency in Excel and Word.

• Ability to learn and have a flexible approach to tasks and activities

• Strong team skills with the ability to work with others and/or agree documentation.

• Good communication skills.

• Ability to think laterally.

• Ability to working in a tidy and professional manner.