Hybrid Insurance Sales and Service Sales Coordinator

Purpose of the Role

The Hybrid Insurance Sales and Service Sales Coordinator is responsible for identifying, managing and converting revenue opportunities generated through LOLER inspections, insurance reports, audit reports and associated client enquiries.

The role combines proactive sales, technical understanding, client relationship management and commercial quotation responsibilities to maximise revenue from Apex Lifts' existing portfolio, while ensuring clients remain compliant with statutory obligations and insurance requirements.

This is a hybrid role that also provides Service Sales support and administrative assistance to the Head of Service Sales, acting as a central point of coordination between customers, Sales and the Service Department. Responsibilities include contract renewals, contract terminations, responding to client service sales enquiries, issuing contracts, pricing and preparing quotations.

KEY RESPONSIBILITIES

LOLER & Insurance Sales

• Provide quotations arising from LOLER inspection reports, insurance inspection reports and audit reports, working towards an annual sales target.
• Prepare accurate quotations for remedial works aligned with contractual obligations.
• Liaise with suppliers and manufacturers to obtain pricing and technical information.
• Work with engineering and operational teams to validate technical solutions.
• Attend sites where required.
• Follow up outstanding quotations and actively pursue order conversion, including issuing consolidated LOLER quotation spreadsheet information to clients.
• Attend relevant contractual meetings to discuss LOLER and insurance quotation status and client requirements.
• Convert identified opportunities into confirmed orders.
• Ensure clients understand the compliance risks associated with outstanding defects and promote compliance best practice.
• Follow up relevant incoming sales enquiries received through calls, emails and website leads.
• Minor Repairs Sales Support
• Provide flexible support to the Minor Repairs Sales function, including quotation preparation, customer communications and opportunity follow-up, to provide holiday contingency cover and respond to workload demands across the maintenance portfolio.

Service Sales Support

• Monitor contract expiry dates, identify and progress renewal opportunities, coordinate client and Apex team communications, and update Liftdata accordingly.
• Action contract terminations and coordinate communications with clients and the Apex team.
• Action changes in managing agents across the portfolio and coordinate communications with clients and the Apex team.
• Mobilise new service contracts onto Liftdata and undertake the required client and Apex team communications.
• Prepare service sales and maintenance quotations, complete cost models, and assist with tender documentation and administration.
• Maintain accurate records of all opportunities, quotations, communications and sales activity within Liftdata.
• Follow up outstanding quotations, enter percentage probabilities on Liftdata and actively pursue order conversion.
• Prepare, complete and coordinate contract documentation and client communications to support a smooth and timely contract mobilisation process.
• Work with the Head of Service Sales and Contract Managers to identify opportunities for maintenance contract growth, service upgrades, additional visits and value-added services.
• Provide general service sales administrative support to the Sales Director, Head of Service Sales and wider team where required.
• Attend site surveys and client meetings where required to build relationships and engagement.
• Ensure customers receive timely updates and responses.

SKILLS & EXPERIENCE

Essential

• Previous experience in sales administration, service administration or customer support.
• Strong organisational and administrative skills.
• Excellent written and verbal communication skills.
• High level of accuracy and attention to detail.
• Proficiency in Microsoft Office, including Excel, Word, Outlook and Teams.
• Ability to manage multiple priorities and meet deadlines.
• Team-oriented and customer-focused approach.
• Desirable
• Ability to interpret technical lift reports and prepare customer quotations.
• EOR/202 Lift Qualification.
• Experience managing customer relationships and progressing sales opportunities.
• Experience using Liftdata.

PERSONAL ATTRIBUTES

• Professional, approachable and confident when dealing with customers and colleagues.
• Highly organised, self-motivated and able to work independently.
• Commercially aware, proactive and focused on converting opportunities.
• Accurate, methodical and attentive to detail.
• Customer and service focused.
• Reliable, trustworthy and able to maintain confidentiality.
• Able to take ownership of issues and see actions through to completion.
• Collaborative and team orientated.

CORE VALUES AND CONDUCT

The postholder is expected to act in accordance with Apex and Cibes values and professional standards, promoting honesty, openness, accountability, safety, quality and customer focus. The role holder must demonstrate a commitment to continuous improvement and support the company objective of delivering exceptional service and never knowingly letting a customer down.

Benefits:

• Company events
• Cycle to work scheme
• Free parking
• Health & wellbeing programme
• On-site parking
• Sick pay

Work Location: In person

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