In this role you'll be key to the success of our Sub-Broker Sales team. You'll be that helpful person at the end of the phone or over email, responding to queries and handling administrative processes, building fantastic long term relationships.
What you'll be doing:
Co-ordinating and resolving sub-broker queries after onboarding - this includes using MS Excel to gather and analyse data, and producing and delivering training based on trend analysis
Performing quality checks of sub-broker deals - using our Customer Relationship Management (CRM) software Salesforce to capture data which will build up trends and enable us to support brokers in submitting deals which are right first time
Providing after sales support - brokers have lots questions including issues with submissions, understanding supplier requests and supporting their customers with complex deals
Supporting the Admin and Broker teams with any ad-hoc activities that are needed, including bespoke requests, returns, objections and pre-credit checks on various suppliers
Reporting on broker quality key performance indicators (KPIs) and mistakes, supporting brokers with their ad-hoc learning needs
Performing audits on sales placed by brokers on a regular schedule
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