Quotes Advisor

Quotes Advisor Job Description Template

Our company is looking for a Quotes Advisor to join our team.

Responsibilities:

  • Developing and maintaining good customer relationships;
  • Processing all incoming correspondence regarding customer quotes;
  • Providing support to the supervisor in agreeing deals and terms for customer accounts;
  • Following up with customers regarding the quote provided;
  • Liaising with internal teams to ensure all needs are met;
  • Ensuring all quotes are accurate, correct and recorded as necessary;
  • Maintaining and producing reports for the quotes team;
  • Assisting the customer service team when required;
  • Providing excellent customer service to all new and repeat customers;
  • Collating all required information to process a quote.

Requirements:

  • Excellent customer service skills;
  • Mathematical accuracy and general competence with numbers;
  • Strong experience using Excel;
  • Good analytical skills;
  • Excellent IT knowledge;
  • Experience within a similar role;
  • Ability to maintain rapports with customers.
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