The role involves / Duties

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  Inputting data and updating records on our CRM (Customer Relationship Management) system.
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  Manipulating property registrations and contractor information details supplied by our client into an importable format on Excel.
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  Dealing with client confirmation e-mail’s following the registration of the properties and contractor information in a timely manner. This involves checking property and contractor data has been correctly added on system
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  Handling data queries and liaising with external clients to resolve the issue.
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  Producing reports daily and on ad-hoc basis from CRM system in an excel format for distribution to internal and external clients.
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  Analysing & checking data and identifying solutions.
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  Producing welcome letters for our clients on CRM system using the mail merge functionality.
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  Producing and distribution of MI reports for clients
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  Using in-house systems and processes accurately and effectively.
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  Learning about the clients polices and services and keeping up to date with any changes.
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  Updating, processing and filing of document e-mails.

Key Skills & Competencies

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  Strong organisational, administrative and analytical skills.
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  Excellent working knowledge of all Microsoft package – specifically Excel, Word and Outlook
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  Ability to produce consistent and accurate work even whilst under pressure.
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  Proven data entry working experience
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  Being self-motivated and be able to work on own initiative
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  Ability to work quickly and accurately and being meticulous
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  Attention to detail
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  Being Flexible
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  Good computer skills and writing skills.
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  Ability to analyse data

The candidate will require strong Excel skills and ideally a general understanding of Microsoft Dynamics also importantly attention to detail and accuracy.