The Role
A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion.
Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment.
You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales.
Duties for the role includes:
Hands on approach for delivering agreed objectives and accountable for delivering the following:
Responsibilities
1. Supporting Mortgage and Protection Advisors in the production of client reports.
2. Assisting in th...