Overview of Department
Are you able to organise your own workload and manage your own time? Do you enjoy working to tight deadlines and schedules? If you also have an exceptional attention to detail...then look no further An exciting opportunity has arisen for a Quotes Support position within the Centralised Quotes Team. This role is a great stepping stone for someone wanting to progress towards a career in Sales Support in the future.
About The Role
Salary Guide: £13,000 - £17,000
The role holder will be required to; - Deliver a quality service to the Regional Trading Unit's and Independent Financial Adviser's to ensure service standards are met and business targets achieved. To operate within the Company's brand values.
- Consistently deliver a high level of service and achieve agreed service standards.
- Prioritise your own workload of New Business Quotations to support the attainment of new business targets.
- Assist with the day to day workload of the team by producing accurate new business quotations, collating and issuing appropriate sales packs and literature as appropriate.
If you have any queries regarding the application process please contact Clare Frantz on 01904 684 129.
Key Responsibilities
- To provide a professional, accurate and efficient service for our internal and external customers.
- Demonstrate knowledge of the Aviva Life, Pensions & Retirement product range and keep up to date with any changes.
- To maintain effective relationships with our customers in order to achieve business targets.
- To be able to prioritise your own workload ensuring deadlines are met.
- To accurately prepare and dispatch quotations and associated support documentation within agreed timescales.
- To take responsibility for your own personal development.
- To develop and maintain product, technical and compliance knowledge.
Experience Skills & Qualifications
- CF1 financial certificate (or studying towards is desirable)
- Strong administrative background
- Industry awareness
- Ability to resolve issues in a customer focused manner
- Ability to work under pressure and to tight deadlines
- Effective communication skills
- Ability to work effectively within a team environment
- Attention to detail
- Experience of working in a customer focused environment
- Experience of delivering an agreed set of targets/objectives
- The ability to produce accurate work in a pressurised environment
Additional Website Text
To protect our customers and ourselves, as part of our recruitment process we will carry out the following:
. Establish your legal right to work in the UK
. Carry out a credit check including checking proof of your identity and proof of address history in last 3 years
. Verify your last 2 years activity (this can be work, study, travelling, caring etc).
. Carry out a criminal history check
. Check your details against a Fraud Prevention database
. Verify any essential qualifications needed for the role
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