The Sales Co-Ordinator role is a new and exciting key position in the Sales function. It will provide vital support to the Senior Sales Leadership Team (SSLT) and the National Sales and Marketing teams to ensure that our Client Directors and EB Consultants are able to focus on servicing their existing clients and winning new ones.The Sales Function is a national team with regional teams in the North and South. The teams are responsible for the strategic growth of the UK business and have direct accountability for the client portfolios.
Company VisionTo build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high
Verlingue ValuesExceptional Being professional is expected; being exceptional makes us different. We are passionate about making our clients and each other feel special. We truly understand their needs and deliver an outstanding service every time.
ProudWe take pride in our work every day and always fulfil our promises. We're proud of our reputation for always acting with the highest ethical standards and this is our foundation for building long term relationships.
InclusiveWe value and recognise the diverse skills and individuality that everyone brings to Verlingue. We respect each other and enjoy working collaboratively to achieve the best outcomes.
Key Accountabilities - Supporting our client facing teams with their sales pipeline data input ensuring the national data picture is always up to date and accurate.
- Client and prospect research including trade sector analysis.
- Creating, analyzing and distributing monthly sales reports for the Sales Directors.
- Distribution of bi-weekly sales and activity dashboards to all key stakeholders
- Provide support for Ad hoc MI requests.
- Attendance at SSLT, and other regional, monthly meetings to minute key discussion points and actions and provide insight as required.
- Project manage sales team/client events (internal and external) including the national sales conference.
- Liaise with the Marketing team to support the production and control of client meeting material and collateral.
- Ad hoc support requests as priorities arise.
Person SpecificationEssential - Microsoft Office proficiency -Excel, Powerpoint etc.
- Positive "can do" approach.
- Likes working as part of a team and contributing to its' success.
- Is comfortable organising and multi-tasking.
- Enthusiastic and curious - not afraid to ask questions and bring ideas.
- Enjoys building relationships and delivering great support.
- Values being able to take ownership and accountability.
- Ability to communicate well, both verbally and in writing
- Good knowledge of Acturis (full training provided)
- Highly organised with ability to handle multiple tasks.
- Aligned with the Verlingue values and behaviours
Desirable BenefitsCompetitive salary, 23 days holiday, 6% employer contribution pension scheme, buy & sell holiday scheme, cash plan, life assurance (4x basic salary), income protection, private medical insurance (when eligible), hybrid working, discounted insurance, EAPREF-
