Quotations Administrator

Job Posted: 01 July 2019

Overall purpose of the job:
To provide administrative support to the Quotations team.

This role requires the candidate to use their own initiative, be self-motivated and have a high multi-task capability. You will be methodical with a keen eye for detail.

Duties and Responsibilities will include (but not limited to):

  • Assign inbox, drawing to Deputy Team Leaders attention enquiries above 100 clients & adding to Trello as attention urgent and enquires with short turnaround time.
  • Minute & File meetings: Including monthly meeting, Ad – Hoc meetings, agendas and huddle notes.
  • Incorrect leads as customers: Advise Team Leaders of offenders & ask Quotations Advisors to update.
  • GDPR: Diarising dormant accounts, drawing attention to Accounts Manager with 3M & 1M to go – Removing once agreed by Team Leader / Deputy Team Leader.
  • Ensure Quotations Advisor files are comprehensive & structured correctly.
  • Gathering statistics data to bring to Team Leader.
  • Diarising inductions for Team Leader / Deputy Team Leader & Quotations Advisors.
  • SAP credit accounts. From PF.
  • Conversion rate admin relevant to files.
  • Writing up training notes.
  • Organise filming of training.
  • Returning to clients when major disruption occurs.
  • Eventually quote checking & quote cover when resources requires.
  • Ensuring, file notes & Price list up to date on SAP & in current file.
  • Interviews – organising paperwork e.g. questions and setting up desk.
  • Lead time sheet completion.
  • General Housekeeping.
  • Conduct all duties according to Company Quality Control and Health and Safety procedures.
  • Carry out any other duty, as and when required by the Directors.


Yellow Pluto desktop module with UK fused power sockets and TUF USB charger. On a desk next to a notebook, cup of coffee and iphone

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