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- Efficiently manage customer and Independent Financial Advisor queries and claims.
- Prioritize tasks to meet deadlines and maintain high-quality service.
- Resolve customer complaints and contribute to process improvements.
- Stay up-to-date on regulatory requirements and industry trends.
- Mitigate financial and regulatory risks.
- Participate in audits and implement recommendations.
- Identify opportunities for process enhancements and business growth.
- Engage in ongoing learning and development.
- Foster strong relationships with internal and external stakeholders.
- Provide support to other teams within Lytham Customer Services.
- Mentor and guide team members.
- Achieve and review personal and team goals
- Experience within the insurance industry would be a plus but is definitely not essential.
- Educated up to degree level in a relevant field
- Proven ability working in a team within a retail/ hospitality/ corporate environment.
- Strong time management and organizational skills.
- Analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
- Proficiency in MS Office Suite.
- Competitive salary and benefits package
- Opportunities for professional growth and development
- Supportive work environment and team culture
- Flexible work arrangements
- Comprehensive wellbeing programs
- Recognition and rewards for outstanding performance
