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Careers


Coplus is a Norwich based insurance business supplying legal expenses insurance, ancillary insurance products and outsourced claims management to partners across the UK.

Whether you have experience in the claims sector, insurance knowledge or are someone who is able to give excellent customer service and has a desire to make a difference, we would love to hear from you.



Current Vacancies

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Client Services Executive

Job Title: Client Services Executive

Salary Bracket: £18,000 - £22,000 per annum

Contract Type: Monday to Friday 9am to 5.30pm

Reporting to: Client Services Team Leader


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Purpose

To provide administrative and technical support to the Sales Team, deliver effective account management and to identify broker training needs; strengthening relationships with new and existing brokers to increase revenue into the business.

To increase revenue and broker loyalty through inbound and outbound calls to brokers and insurers, processing leads for the Sales team and ensuring partner needs are met.


Duties & Responsibilities

  • Taking ownership of individual accounts to deliver exceptional service and increase business volume where possible
  • Monitor sales activity and actively seek ways to expand growth of existing or new products and services
  • Make video and phone calls to new and existing partners to obtain information required by the sales team
  • Researching potential new prospects and following up via phone calls
  • Liaising with internal and external partners to facilitate outstanding customer outcomes
  • Dealing with incoming broker calls/emails offering advice and guidance on broker platforms, products or other sales related queries
  • Ensuring CRM is kept fully up to date taking account of changes made by brokers
  • Production and preparation sales documentation to send out to brokers
  • Ensure all Brokers have up to date literature for our products that they sell
  • Arrange product training for Brokers as required and monitor the effectiveness of the training
  • To follow at all times the firms policy on Treating Customers Fairly
  • Have an understanding of departmental compliance with the requirements of the firm’s own procedures, the Financial Services and FCA regulations.
  • Contribute to and follow at all times, the firm’s policy on Treating Customers Fairly.
  • Maintain professional competence by ensuring the department complies at all times with the Training and Competence procedures of the firm.
  • Maintaining documentation/literature to brokers

Person Specification

Knowledge, Skills & Competencies

  • Account Management and/or insurance industry experience is preferred but not essential
  • Ability to demonstrate excellent communication skills, both written and verbal
  • Confident and professional approach during video and phone calls
  • Strong customer focus
  • Highly organised, able to prioritise work and a sharp attention to detail
  • Excellent IT skills with significant experience of using Microsoft Office Suite (Word, Excel, Power Point, Outlook etc.)
  • Ability to work effectively as part of a team and to operate independently with low supervision. Confident in ability to make a decision when required
  • Initiative to deal with queries
  • Driven to achieve set deadlines
  • Experience of diary management
  • Ability to work under pressure

Expected Behaviours

Demonstrate the business values at all times:

  • Customer First
  • Always improving
  • Show professionalism
  • Shared purpose
  • Make a difference

Direct Reports

  • None

 

We understand the importance of protecting your data. Read our Privacy Notice for Role Applicants for more information.


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Financial Data Analyst

Job Title: Financial Data Analyst

Salary Bracket: £24,000 - £28,000 per annum

Contract Type: Fixed Term for 6 months

Reporting to: Finance Controller


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Purpose

To assist with the flow of accurate and timely financial and regulatory information by maintaining and summarising the company’s transactional accounting records in accordance with regulatory standards.


Duties & Responsibilities

  • Prepare and validate policy sales data for submission to insurers.
  • Summarise broker’s sales data for input on to the accounts system.
  • Prepare summarised imports to upload to the accounting system.
  • Reconciliation of policy sales balance sheet control ledgers.
  • Prepare data for the company’s premium commission transfer.
  • Ensure integrity of data and accuracy by following defined processes and checks.
  • Ensure monthly processing deadlines are met.
  • Manage reporting deliverables of both standardised and ad-hoc reporting requirements in relation to for policy sales, underwriting and process performance.  
  • Maintain accurate records of data that is received from and forwarded to external customers and suppliers.
  • Maintain policy sales reference data and coding.
  • Assist and resolve queries raised by suppliers and customers.
  • Assist with implementation of new or additional processes as required.
  • Assist with the summarisation of sales data for input on to the accounts system.
  • Contribute to and follow at all times, the firm’s policy on Treating Customers Fairly.
  • Maintain professional competence by ensuring the department complies at all times with the Training and Competence procedures of the firm.

Person Specification

Knowledge, Skills & Competencies

Essential

  • Advanced knowledge of Excel (pivot tables, sumifs, Lookups, Index match)
  • Proficient in MS Office.
  • DBS and credit check required.
  • Strong communication skills with the ability to establish and maintain good client relationships, both internally and externally at all levels
  • Have a customer focused approach.
  • Driven to achieve results, ensuring quality and accuracy of work.
  • A collaborative approach with stakeholders and colleagues.
  • Maintain confidentiality and adhere to the company policies on data protection.
  • Act with integrity by demonstrating honesty, fairness and impartiality.

Desirable

  • Knowledge of Sage Line 50.
  • Professional Qualification (AAT or similar)

Expected Behaviours

Demonstrate the business values at all times:

  • Customer First
  • Always improving
  • Show professionalism
  • Shared purpose
  • Make a difference

Direct Reports

  • None

 

We understand the importance of protecting your data. Read our Privacy Notice for Role Applicants for more information.


APPLY NOW

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