JOB DESCRIPTION

							Salary - £18,278 per annum

                             Age Cymru Enterprises Ltd
                                  Job Description
Role Titles:                Insurance Arranger

Location:                   Pontypridd (requirement to provide cover in Cardiff office)

Contractual Status
of Role:                    Temporary 12 month contract, 37 hours per week

Job Title of Line
Manager:                    FSA Insurance Supervisor/Trading Manager


Job Purpose

To provide exceptional customer service selling our range of insurances and other
leading products and services.

Responsibilities

The Post holder shall:

1.   Be competent to perform the role as set out in this Job Description
2.   Remain competent to perform this role
3.   Undergo a regular review of their competence
4.   Accept appropriate supervision based on their skills and knowledge levels

Key Tasks

1. To deliver exceptional local face-to-face information and sales service to new and
   existing customers.

2. To undertake learning and development opportunities as required and ensure
   subject knowledge is fully up-to-date.

Insurance and Trading Products

1. To introduce Age UK products and services to customers.
2. To handle inbound calls made directly to the sales team or transferred from other
   Age UK or Age Cymru organisations and make outbound sales and service calls to
   our existing customers and enquirers.


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3. To adhere to and maintain competence in the services and products that you deal
   with, including compliance with Age UK Enterprises, Age Cymru Enterprises and
   FSA requirements.

4. To actively demonstrate support for corporate objectives of customer service, cross
   sales and increased customer loyalty.

5. To provide product information to customers to enable them to make an informed
   choice.

6. To provide prompt, courteous and accurate preparation of insurance quotations for
   customers

7. To close the sale.

8. To accurately complete all administration and documentation in accordance with the
   organisations procedures and service standards.

9. To prepare cash sheets, adhere to the cash, banking and reconciliation procedure.

10. To actively market all products and to maximize marketing opportunities, for
    example, by attendance at events.

11. To be able to identify sales opportunities, and to increase trading income from every
    opportunity.

12. To keep up-to-date on changes to products and ensure all current literature is in use
    in all office and leaflet areas.

Knowledge Required When In Post:

   To be familiar with Age Cymru Enterprise’s internal procedures.
   Data protection requirements.
   Training and Competence Scheme.
   Complaints Procedures.
   Marketing Plans and Procedures.
   Relevant Products.
   Codes, Rules and Guidelines.
   Financial Services Authority requirements.
   Money Laundering Procedures.



This post is subject to an Enhanced Criminal Records Bureau Check.



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                            Person Specification
                                                                 Essential   Desirable
Experience
The ability to demonstrate experience in:
 Working with the public and/or customer services.                   x
 A business sales environment.                                                    x
 Using electronic point of sale system.                                           x
 Working in a targets/results driven environment.                                 x
 Reconciling and recording cash transactions and                                  x
   banking procedures.

                                                                 Essential   Desirable
Skills, Abilities and Knowledge

   Understanding of the importance of customer care.                 x
   Confident telephone manner and good listening skills.             x
   Good written and verbal communication skills.                     x
   Reliable and willing to accept responsibility and take            x
    decisions when appropriate.
   Organised approach to work and ability to multi-task              x
    and prioritise appropriately.
   Ability to work flexibly and proactively on own initiative        x
    and also as part of a cohesive team.
   Competence in IT skills – word processing, Internet and           x
    email.
   Accuracy and attention to detail.                                 x
   Tact and diplomacy to deal with sensitive and                     x
    confidential information.
   Good demonstration of numeracy and literacy.                      x
   Ability to work under pressure and respond quickly to             x
    changing circumstances.
   Self motivated.                                                   x
   Awareness of older people issues.                                              x
   Ability to speak Welsh.                                                        x



The role holder will be required to travel by car throughout the South East Wales
area together with occasional wider UK travel and work some unsocial hours.

This role description is not intended to be exhaustive in every respect, but rather to
define the fundamental purpose and responsibilities for the role. Therefore, this role
does not define any individual role holder.
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In addition to the contents of this role description, employees are expected to
undertaken any and all other reasonable and related tasks allocated by line
management.


SIGNED FOR AND ON BEHALF OF AGE               Signature:
CYMRU ENTERPRISES LTD                         Name:
                                              Title:
                                              Date:

SIGNED BY ROLE HOLDER                         Signature:
                                              Name:
                                              Date:


                                                                            Final Version –




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