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Job Location | Wincham |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
The Broking Services Coordinator (BSC) will be responsible for requesting and checking quotations from insurers for the purpose of pricing insurance contracts in the form of quotations. These quotations are then issued, as a report, to the Sales Consultant(s), who will then present the report to the client.The BSC will produce Quotation-Request documents through Microsoft Dynamics and issue these to insurers/ providers as specified by the Sales Consultant. The quotations are to be obtained (chased where necessary) and checked for accuracy. If there are any discrepancies in the quotations these are to be investigated and revised where necessary.The quotations received are inputted into Microsoft Dynamics via OCR. Market Review reports are run from the quotations entered into Dynamics and checked thoroughly by the BSC.BSC’s are responsible for ensuring revisions to the quotations are maintained in the Quotes area of Microsoft Dynamics. This includes, but is not limited to, insurer declines, withdrawals, revised rates or benefit variations. This area is to be kept up to date at all times to ensure that the Sales Consultants can select the winning quote. This process creates the Client Contract in Dynamics and renews the policy with the insurer. The BSC will also be responsible for raising any Fee or invoices to be issued to Clients.BSC’s are to ensure that the policy information held on the Opportunity during the review process is kept up to date. Any adjustments to the Client Contract, including premium, income and contract benefits during the year are to be maintained on Microsoft Dynamics by the BSC. This is to ensure that all departments, including Sales, Administration, Managed Care and Accounts, have access to up to date information for various requirements.For any mid-term or pre-renewal meetings with clients, Sales Consultants may require reports detailing the current basis of the client’s insurance policies. The BSC will run these reports from the Opportunity entity in Dynamics and issue to the Sales Consultants.Clients may request reports detailing employees/categories/benefits etc – which will be provided by the BSC.The Role