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Customer service advisor

Belfast
Oakland Insurance Services Ltd
Customer service advisor
Posted: 24 August
Offer description

Customer Service Advisor based in Belfast.


Responsibilities

* To take initial calls from customers regarding midterm adjustments and existing policy renewals, working within the guidelines provided at all times.
* To process and resolve customer requests in a polite and efficient manner.
* Notify policy underwriters of any adjustments, calculate any premium changes and arrange remittance of premium refunds.
* To be aware of, and to follow at all times, the firms 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.
* To promote the company through charity, community and other brand awareness events.
* To comply at all times with the requirements of the firm's own procedures, the Financial Services and Market Act 2000 and FSA regulations.
* To undertake all other duties as reasonably required and directed.
* To support the departmental Key Performance Indicators and sales targets as directed by the Managing Director.
* 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.


Skills and Qualifications

* Educated to GCSE standard including a minimum of grade C in Maths and English (or equivalent).
* Has undertaken (or is willing to undertake) relevant customer service and insurance training.
* Good keyboard skills and knowledge of Microsoft Office, email and internet.
* 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 persuade and influence others.
* Previous experience within the insurance industry would be preferred but not essential.
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