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- Handle inbound and outbound calls to process policy transactions for existing customers.
- Verify and update customer and policy details as required.
- Provide advice on policy cover levels and optional extras.
- Address general inquiries from customers regarding their policy letters.
- Explain current policy details and any changes to the new policy.
- Follow call scripts and compliance requirements to ensure quality customer outcomes.
- Identify and support vulnerable customers with a tailored approach.
- Offer suitable advice on cover and optional extras.
- Proactively seek performance improvements and focus on professional development.
- Meet and aim to exceed all KPIs.
- Complete required CPD hours.
- Excellent sales, telephony, and negotiation skills.
- Passion for customer service and self-motivation.
- Strong communication skills, both verbal and written.
- Superior organization skills and time management.
- Ability to build strong relationships with clients at all levels.
- Willingness to take on new challenges.
- Proficiency in MS applications, including Word, Excel, and Outlook.
- Ability to comply with FCA regulations and Data Protection Security Policies.
- Experience in the insurance industry.
- Experience in an FCA regulated role.
- 20 days holiday plus all Bank Holidays, with an additional day for each year of service up to 25 days.
- Company pension scheme.
- Free gym membership.
- Private Medical Insurance.
- Discounts and Rewards Package.
- Contemporary working environment in the FinTech hub of Spinningfields, Manchester.
- Regular social events.
