Provide pre sale support to Area Sales Managers, Account Managers and Customers contributing to the development of profitable new business and relationships. Provide support to other employees in the team to ensure agreed service standards are achieved consistently. The role To vet new business applications, liaising with IFS's to request outstanding information and provide updates on cases as required. Liaise with other Life Offices to action client pension transfer requests following set procedures and processes. Respond to customer enquiries and requests written, oral, telephone, electronic by providing relevant and accurate information in a compliant manner and within agreed service levels. Ensure that all requests are accurately recorded on relevant systems in line with departmental procedures. Follow and identify opportunities for best practice to improve efficiency of new business vetting and existing business queries. Actively work with Business Support Manager and Senior Business Support to increase own results against targets. Ensure that ...
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