* To work within the Customer Services team responding to customer enquiries regarding new & existing policies in an appropriate manner.
* To administer renewals within service standards.
* To issue documentation within service standards.
* To support the firm’s goals by demonstrating excellent customer service skills.
KNOWLEDGE & EXPERIENCE
* Educated to GCSE standard including Maths and English or the UK equivalent.
* Has undertaken (or is willing to undertake) relevant customer service and insurance training.
* Good computer skills and knowledge of Microsoft Office, Outlook and internet.
SKILLS REQUIRED
* Excellent telephone manner, customer service skills and the ability to work under pressure.
* Ability to gather and analyse information from the customer.
* Ability to identify and match the products available with customer requirements.
* Ability to identify and respond appropriately to an individual customer’s level of understanding.
* Ability to persuade and influence others.
EXPECTED BEHAVIOURS
* Act in an honest and open manner at all times with both the customer and the firm in all matters.
* Have a customer focused approach.
* Ensure that business transactions are conducted in a way that is clear and straightforward.
* Act with integrity by demonstrating fairness and impartiality.
* Actively seek feedback from customers and report such feedback to the appropriate member of staff.
Accountabilities / Responsibilities
* To take initial calls from customers regarding new business policies, midterm adjustments and existing policy renewals whilst working within the guidelines provided at all times.
* To process and resolve customer requests in a polite and efficient manner.
* To comply at all times with the requirements of the firm’s own procedures, the Financial Services and Markets Act 2000 and FSA regulations.
* To be aware of, and to follow at all times, the firm’s policy on Treating Customers Fairly.
* To be aware of, and to follow at all times, the firm’s standards of ethical behaviour.
* To maintain professional competence by complying at all times with the Training and Competence procedures of the firm.
* To maintain customer records accurately and securely, in accordance with firm’s own record keeping requirements and following data protection rules.
* To support the department in administration duties and complete all supporting documentation in a timely, accurate and compliant manner.
* Notify policy underwriters of any adjustments, calculate any premium changes.
* To support the departmental Key Performance Indicators and sales targets as directed by the Senior Management Team.
* To undertake all other duties as reasonably required and directed.
Apply Now
Apply Now
Full Name: Email: Phone: Position applying for:
Address:
Street Address: Town: County: Postcode:
Essential Criteria:
Have you achieved a C or above in GCSE level Maths & English?
Have you previous customer service experience?
Preferred Criteria:
Have previous insurance experience?
Have you any CII qualifications? (Please list or type No)
Please upload your CV
Please upload your Fair Employment Form
Fair Employment Form
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