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- Provide exceptional service to new and existing customers, focusing on resolving queries in an efficient, accurate and professional manner
- Contribute to the overall team sales target and/or objectives through the selling, and/or servicing of policies; this will include policy renewals
- Take maximum opportunity to enhance customer experience and exceed expectations, at all times acting in both the interests of both the customer and the insurer
- To be available to provide levels of cover for inbound & outbound enquiries at all times
- To assist where possible in the support of the team and department, e.g. providing administration support (processing post, cover note issues, marketing activities, data inputting etc.)
- Processing mid-term adjustments and inviting renewals across different products within the department
- To ensure all client documentation is issued correctly and internal records are kept up to date
- Keep up to date with developments in product changes in accordance with current market trends and scheme facilities
- To effectively resolve complaints and deal with any difficult clients, whilst referring any which fall under FCA reportable requirements
- Actively promote other products to cross sell across the company
- Experience within customer service role within a regulated environment such as financial services, insurance or telecommunications. (Call Centre, Insurance – claims, account handler, customer service. Telesales, sales advisor, customer service)
- Strong IT skills, Microsoft 365 competent.
- Commutable distance to office, public transport links available if travelling from Selly Oak, Northfield, Kings Norton and general south/west Birmingham area.
