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To achieve allocated financial and non-financial targets relating to new business income and retention.
To respond promptly to all customer queries & process new business applications.
To ensure all agreed SLAs are maintained while focusing on the Customer journey.
Key Responsibilities
The time allocated to each responsibility will flex with business needs during trial period.
To achieve allocated targets relating to new business income, new customer acquisition and retention.
Proactively engage with customers and prospects to provide product information, answer queries & support through to a successful application process
Build relationships with customers and prospects as a point of contact to answer new product & renewal enquiries
Build relationships with the Field Team Manager and Field Team to increase knowledge of the Police affinity group.
Attend events as required
Answer and deal with telephone calls from customers and prospects quickly and accurately.
Focus on timeliness and quality in line with agreed standards
Provide introductions to Field Officers where appropriate.
Processing of new business applications and ISA transfers.
Data input and scanning of customer correspondence.
Processing of contact forms, email communications and prize draw forms.
Help drive service improvement whilst maintaining detailed processes and procedures.
Any other duties as required by the Chief Executive Officer.
Key Soft Skills/Behaviours
* Customer focused with good understanding of their needs
* Forward thinking with ability to plan and organise. A self-starter
* Strong knowledge of MPFS products & processes
* Team Player
* Good interpersonal skills to support both customers and colleagues
* Good influencer and active listener
* Passionate, positive, reliable and enthusiastic
* Ability to use initiative.
Essential Skills/Competences
* Experience of a regulated sales environment
* Customer service or financial services experience – two years or more in a similar environment
* Strong attention to detail
* Good skill level with MS Office package and computer literate
* Results driven – ability to work within service standards
* Time management
* Adaptable and flexible to deal with fluctuations in workload
* Dealing with both inbound and outbound calls, you will have excellent communications skills with the ability to stay calm under pressure.