Field & Dealer Support Executive

Job Title: Field & Dealer Support Executive

Department: Verex Assistance

Location: Bristol or Hybrid/Home-based/

Reporting to: Field Operations Manager

Salary: £27-£30K DOE

Job type: Permanent, Full time.

About us:

We are the market leader in the vehicle manufacturer insurance and accident management sector. Alongside our network of partners, we utilise the latest innovations in connected data and technology to continually transform our business to achieve our future goals.

Role Purpose:

• Providing a key contact and central support to the Verex field team of Business Development Managers (BDMs), vehicle manufacturer (VM) Dealer Groups and Dealers.
• Utilise the various databases / systems (Salesforce, Tia, Power BI) to produce accurate and timely reports.
• Ensure all centrally held databases are constantly maintained with accurate and up to date, VM, dealer, bodyshop and field related information.
• Support the Verex field team leadership and VM Account teams in the delivery of programme performance and the dealer network strategy.

Key Responsibilities:

• Provide point of contact for “Remote Support” dealers across the UK, answering queries or forwarding to the relevant area of business or BDM as required.
• Assisting BDM team with the production of insurance sales and claims reports from PowerBI.
• Review content of dealer and bodyshop network status reports in Salesforce with assigned BDMs.
• Produce monthly VM specific automated reports from PowerBI and management information for distribution to dealer groups.
• Manage timely distribution and review of monthly VM/dealer group/remote support.
• Produce weekly reports of BDM / field activity and performance using Salesforce and PowerBI.
• Act as a conduit between BDMs and internal teams across the business, to provide responses to dealer queries, such as Edge issues, Tia, Insurance declines.
• Diary management: booking dealer appointments with contacts within the Dealer management teams and recording in the Salesforce system.
• Building strong relationships with relevant contacts within the Dealer Groups.
• Providing administrative support to BDMs with organisation and booking of dealer training webinar sessions.
• Produce quarterly BDM Focus Group Reports from PowerBI for BDM reviews of performance across their assigned Dealer Groups.
• Review BDM quarterly review documents and liaise with assigned BDM.
• As and when required, reconfigure BDM Regions in Salesforce and other systems / reports.
• Provide Performance MI from PowerBI to field team leadership as required.
• Provide preparation support for quarterly VM meetings, creating PowerPoint decks and using data.
• Manage production of new dealer logins and change of dealer name in Tia.
• Maintain dealer accounts held within Salesforce by the timely updating of information held.
• Undertake ad hoc UAT testing of Edge platform developments prior to release of new schemes.
• Periodically check FCA status against register of all dealers and update dealer Salesforce accounts.
• Attend internal and external meetings as requested.
• Complete monthly Salesforce VM/Dealer audit, addressing missing or incorrect information and maintaining the system to ensure accuracy of data.

Organisation Chart:

• Director – Corporate Development
• Field Operations Manager
  • Field & Dealer Support Executive

Role Requirements:

• At least 3 years’ experience of working within a customer service or administrative role.
• Intermediate knowledge of MS Office packages, in particular Excel and PowerPoint.
• Working knowledge of systems such as TIA, Salesforce, PowerBI and Edge.
• Has the ability to prepare MI and data packs/reports.
• A team player with exceptional interpersonal skills and a friendly and professional demeanour.
• Excellent problem-solving skills, highly adaptable and an aptitude for helping other people.
• Adept at building strong relationships with internal and external partners.
• Independent and creative thinking / problem solver i.e., is there a better way to do something?
• Excellent organisation and planning skills with an eye for detail and accuracy.

What We Offer:

• Pension scheme.
• Critical illness cover.
• Life cover.
• Employee assistance programme.

Please click on the APPLY button to send your CV and Cover Letter for this role.

Candidates with experience or relevant job titles of; Enquiries Assistant, Technical Support Assistant, Enquiries Advisor, Front of House Assistant, Enquiries Executive, Team Enquiries Advisor, Client Team Enquiries Assistant, Customer Services Executive, Customer Service Representative, Customer Support, Client Service, Customer Service Executive, Customer Services, Customer Assistant, Customer Aid, Customer Service Consultant, Customer Service Administrator, Customer Service Representative, Customer Advisor, Customer Support, Business Support, Customer Service Advisor, Customer Service, Customer Services Officer will all be considered.