01204 300 612 
Administration 
Job Title: Sales Administrator/PA 
Salary: £23,000 
Location: Bolton 
Hours: 9:00am to 5:00pm 
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Do you have previous experience in Admin Sales? 
 
Are you driven, self-motivated, enjoy keeping fit and hungry for success? If so, this may be the role for you! 
 
With the continued success and growth, this reputable business is looking for an experienced and efficient sales administrator to join their established team. This company have an outstanding and impressive client base. They are close to public transport links and have a free car parking area. 
 
This is a sales administration role and you should enjoy a fast paced, dynamic, sales environment which will involve sales activity working closely with the sales team. If you are tenacious and have the desire to succeed, read on. . . 
 
Duties will include: - 
 
• To learn the product range and the services on offer from the company 
• Sales Administration 
• Compiling quotes for customers and sending out in a timely manner 
• Taking inbound calls from customers and making outbound calls 
• Setting up files for new customers 
• Organising of the delivery schedule for customers 
• Co-ordination and liaison between sales staff, clients and suppliers 
• Chasing up sales leads 
• Keeping in contact with dormant accounts 
• Travel arrangements 
• Productivity target 
• Optimising and converting the data into opportunities. 
• Managing your own pipeline and scheduling call backs to build a continuous pipeline. 
• You will be targeted on quality, whereby you must ensure that you aim to provide the best level of a quality service to the customer at all times. 
• You must have the ability to objection handle, probe, fact find, and be confident to sell a product rand and relevant services to the customer. 
 
Experience 
 
Previous experience within a similar role is ideal, however someone who with the right attitude and motivation with the determination to succeed will be considered. On-going product training is provided. 
 
You must have; 
Excellent administration skills 
Tenacity and desire to succeed 
Confidence and bags of energy 
Can do attitude 
 
Benefits: 
• Competitive salary of £18,000 - £20,000 dependant on experience 
• Excellent Working Conditions 
• Fantastic Career Progression 
 
Contact e-mail: applications@harveymcqueen.com 
Contact Tel No.: 01204 300 612 
 
 
 
Job Title: Trainee Claims Handler 
Salary: £13,250 
Location: Bolton 
Hours: 9:00am to 5:00pm 
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The Trainee Claims Handler will work closely with colleagues, brokers, policy holders, insurers and service suppliers in providing a full claims service to include total accident management. The Trainee Claim Handler will have full training for this role but we would expect strong customer service and organisation skills as standard. The Trainee Claim Handlers would be required to work flexibly and be adaptable to the department’s business needs and requirements. For the right candidate there will be future opportunities of progression within the department. 
 
 
Customer Service 
• Maintain high standards of customer service 
• Provide a courteous approach to all customers 
• Ensure timely allocation of tasks within department, company and FCA guidelines. 
• Manage the policyholders full expectations 
• Keep Brokers and Policyholders fully updated throughout the claim 
• Handle full range of queries with support and assistance from seniors, team leader and manager. 
 
With appropriate guidance, full training and supervision the Trainee Handler will develop competencies in the following areas over a period of time – 
 
Claims Notification 
• Take notification of new claims over the telephone, via fax and email from Policy holders and Brokers. 
• Confirm cover under the policy, the policy benefits and assess liability 
• Report and liaise with the policyholder’s insurers on all aspects of a claim, reporting back to the client advising and updating on progress 
• Identify and appoint suppliers to assist the Policy holder; for example with the provision of a hire vehicle 
• Identify any personal injury and appoint a panel solicitor 
• Identify and appoint suppliers for repairs if required 
• Identify and appoint suppliers for recovery and windscreen claims 
• Ensure incoming correspondence is processed/responded to in an accurate and timely manner; specifically post and cheques. 
• Awareness of Service Level Agreements for example Broker contracts. 
• Provide cover for team members as required – e.g. for holiday, absence 
• Undertake any other duties and project responsibilities reasonably required 
• Small Claims Recovery 
• Obtain evidence from the Policyholder of the losses suffered as a result of the incident: for example policy excess and loss of earnings 
• Assist the Policyholder to recover their losses from the Third Party or their Insurer via telephone and correspondence 
• Resolve any liability issues and appoint solicitors to pursue cases where litigation is required to progress the claim. 
• Full Claims Management (non-fault, fault, vandalism, recovery and windscreen) 
• Manage the claim from “FNOL” First notification of loss to completion of the claim, ensuring the client and broker are updated fully throughout the customer journey. 
• Liaise with the clients insurers throughout the claim from FNOL to completion to ensure policyholders claim is dealt with correctly and efficiently 
• Effective diary management of own cases 
 
Targets 
Please refer to specific target guidelines for each Claim Handler Level; these will alter depending on service level agreements etc. 
 
Training 
• Attend training to develop relevant knowledge, techniques and skills 
• Willingness to undergo training of the internal systems as required 
• Willingness to progress towards further relevant professional qualifications 
 
Compliance & Health and Safety 
• Training will be given to ensure knowledge of MOJ (Ministry of Justice) rules and regulations 
• Continuing awareness and compliance with FCA, Health and Safety, other regulatory and financial requirements 
• Continuing awareness and compliance with all internal policies and expectations regarding confidentiality and security of systems and information. 
 
 
EXPECTED/REQUIRED BEHAVIOURS & SKILLS 
• Evidence of flexible, “can do” attitude; self-motivated and willing to maximise personal contribution to the role, departmental and overall organisational objectives. 
• Strong commitment to customer services and service level agreements/targets. 
• Effective and clear communication, telephone and listening skills 
• Ability to work effectively in a team environment, happy to assist others with workload where necessary and to work towards team targets. 
• Ability to work to individual targets and timescales 
• Organisational skills 
 
 
KNOWLEDGE & QUALIFICATIONS 
• Experience working in a customer service and business administration environment would be beneficial. 
• Experience and knowledge of working in a similar role would be beneficial 
• At least 5 GCSE passes at Grade C or above (or equivalent e.g. NVQ Level 2) to include English and Maths. 
• CII Certificate of Insurance (or working towards) is not a necessity would be advantageous 
• PC Literate – experience of MS Word, Excel, Access, PowerPoint and Outlook would be helpful. 
 
Contact e-mail: applications@harveymcqueen.com 
Contact Tel No.: 01204 300 612 
 
 
Job Title: Sales & Broker Support Assistant 
Salary: £13,250 - £15,000 
Location: Bolton 
Hours: 9:00am to 5:00pm  
click here to read full description 
 
Harvey McQueen have an excellent opportunity available with one our widely successful clients based in Bolton. Our client is looking for a Sales and Broker Support Assistant. This role would be excellent for someone who would like to join a fast pace, busy, hardworking organisation. 
 
SCOPE & PURPOSE OF THE ROLE: 
To provide administrative support to the company team to include Sales and Service teams. Be pro-active and customer-focused giving support to Brokers transacting business with the company team e.g. ULR and the company’s claims management products and services, to include product launches and support for these products. The position requires a commitment to providing high standards of customer service and support. It requires a flexible approach, and the ability to work to deadlines and achieve targets. 
 
DUTIES AND RESPONSIBILITIES: 
 
Customer Service 
• Provide point of contact for any incoming broker query or complaints and ensuring these are actioned as appropriate. 
• Provide tele sales support to the Sales team and the company’s accounts execs. 
• Assist sales team with follow-up calls and correspondence as required. 
• Assist claims team with overflow calls 
• Main high levels of customer service 
• Ensure timely allocation of tasks within team, company SLA’s, CMR and FCA guidelines 
• Promote the services of the claims team to brokers 
• Answer broker queries on all the company’s products to include the different transactional platforms available. 
 
Administration Support 
 
• Support the internal Sales team and to help them maintain activity/visit reports 
• Collating and analysing management information regarding sales, claims referrals, weekly workflow etc 
• Complete the setup of all new company agencies 
• Researching and providing feedback regarding competitor activity and other relevant issues 
• Organise stationary orders for brokers, ensuring deliveries are to required timescales 
• Provide administrative support to the company’s Account Managers and Claim Handlers when required 
• Ensure all EDI daily feeds are loaded correctly 
• Provide assistance to the broker for all company’s accounting queries 
• Ensure broker sales are submitted on a monthly basis for all products 
• Help collate and report on daily sales and transactional platforms 
• Allocate daily post to handlers, making sure all daily post is sent each day 
 
Marketing and Promotions 
 
• Assisting with the development of promotions. 
• Assist with the mail shots to both existing and new brokers in line with promoting current and new products. 
• Proactively contacting brokers via telephone to promote products and services. 
• Actively follow up all mail shots to brokers ensuring following contact is made to all brokers. 
• Assist brokers with marketing advert pages on branded literature. 
• Deal with any potential problems in order to prevent escalation into a complaint. 
• Liaise with Head of Operations on any verbal or written complaints. 
• Help to provide new ideas on how to improve the profitability of all products. 
• Inputting and updating the company’s System keeping accurate data at all times. 
• Help to monitor the performance of products and broker sales; raising any potential areas for improvement with the Head of Operations. 
• Help maintain adequate stock of all Broker literature 
Training 
• To undergo training of the company’s internal systems 
• Willingness to progress towards further relevant professional qualifications 
• Undertake any other duties reasonably required as deemed appropriate 
Compliance & Health and Safety 
• Continuing 100% awareness and compliance with FCA, Health and Safety, other regulatory and Carrier requirements 
• Gain knowledge of CMR (Claims Management Regulator) rules and regulations 
 
EXPECTED/REQUIRED BEHAVIOURS & SKILLS 
 
• Evidence of flexible, “can do” attitude; self-motivated and willing to maximise personal contribution to the role, departmental and overall organisational objectives. 
• Strong commitment to customer services and service level agreements/targets. 
• Effective and clear communication, telephone and listening skills 
• Confident at negotiating with an ability to influence outcomes 
• Ability to work effectively in a team environment, happy to assist others with workload where necessary and to work towards team targets. 
• Ability to work on own initiative and to individual targets and timescales 
• Strong organisational skills 
 
KNOWLEDGE & QUALIFICATIONS Essential 
 
• Experience of working in a customer service and business administration environment. 
• At least 5 GCSE passes at Grade C or above (or equivalent e.g. NVQ Level 2) to include English and Maths. 
• PC Literate – experience of MS Word, Excel, Access, PowerPoint and Outlook 
Desirable 
• Experience and knowledge of working in an insurance or sales environment 
• CII Certificate of Insurance (or working towards) 
 
Contact e-mail: applications@harveymcqueen.com 
Contact Tel No.: 01204 300 612 
 
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