Sales Administrator
Title:
Sales AdministratorType:
PermanentStart Date:
ASAPSkills:
Skills
- Keen to learn
- Previous administration experience
- Good IT skills
- Ideally be available immediately (not essential)
Description:
- Put file together
- Transact the sale on Open GI correctly (ensuring accuracy of commission, rebates and payaways to introducers, endorsements applicable are applied etc)
- Issue full new business documentation for both file and client
- Issue Statement of Fact for both file and client
- Set up client account on PCL online system and print necessary documentation
- Completing on cover checklists (self audit) before passing to Operations team to audit.
- On acceptance by Operations (subject too audit) – issue full policy documentation to clients along with all the necessary new business info.
- Responsible for ensuring completed PCL agreement is returned asap and finalise immediately to allow for funding date to be confirmed to us. This info should then be fed back to accounts.
- Chase any other forms of payment from clients, also liaising with Accounts dept where necessary
