Sales Administrator

We are currently seeking an Administrator to join a small & friendly team based in Binley Woods, Coventry. This will be a full time, permanent role with a salary of £24,500 working Monday to Friday 9am till 5pm.

This person will be responsible for administrative tasks and to generate sales leads within the office. Working alongside the Healthcare Advisor team to provide the pre and post sales functions of new client and existing client business. A key responsibility will be to make out-bound calls using an existing customer pipeline, the purpose of these calls is to gain further interest of the enquirer and to obtain up to date medical history in order to convert the lead into a request for a policy review. These leads will then be dealt with by one of the Sales Advisors.

Main duties:

• To answer telephone calls in an efficient, professional and timely manner.
• Manage all administrative pre-and post-sale functions including and not limited to, uploading policy documents to the CRM system, handling mail-outs and email campaigns to prospective customers
• Complete fact finds for new enquiries, obtaining medical history and current insurance status. Logging the new record on the CRM system and providing any required information regarding prospects to the sales advisor team.
• Ensure all tracking tools are kept up to date, and accurate.  All contact with clients is recorded on CRM system.
• Ensuring all documentation relating to clients that arrives in hard copy is scanned to the client CRM record
• Monitor all shared mailboxes, actioning emails where appropriate
• Manage monthly prospective client mail outs using the CRM system
• Send out and chase up Letter of Appointments to non-clients and prospects
• Liaise with insurers regarding client policy documents and payments
• Manage incoming and outgoing post appropriately
• Manage other elements of office administration such as filing and ordering of stationery

• A good standard of education, minimum GSE's.
• Experience of offering a customer focused experience.
• Excellent and confident telephone manner is essential
• Excellent interpersonal, communication and presentation skills at all levels, oral and written.
• Good all round computer skills and knowledge e.g. Microsoft Office Word, Excel and Outlook.