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Client Support

Posted 9 March by Life Search Easy Apply Ended

Client Support

£17,000 salary plus £1500 commission

Working hours Monday to Friday 8.30 – 5.30 or 9.00 - 6.00 

plus 1 in 4 Saturdays 9.00 - 2pm (paid at overtime rate)

Employee Benefits:

22 days paid holidays (increasing with length of service), childcare vouchers, eye care, Company pension, discounted gym membership, interest free travel season ticket loan, private medical insurance, income protection, project partnership (min. 3 years’ service to share in annual profits), death in service

Role Summary

Our aim is to make the process of getting life insurance in place as easy and stress-free as possible so if such requirements are asked for by the insurer after they’ve received the application, then our Client Support team is there to take the strain.

In short, our Client Support team will do whatever they can, as quickly as they can to chase all these requirements down so that the insurance company can make their decision on the cover. It’s essential that our Client Support team are pro-active when chasing these requirements, that they apply common sense and be able to switch between being assertive and sensitive depending on what’s called for on that case and call. On one case, they may be calling a GP surgery to hunt down the request for information, on the next they might be chasing a nurse to book in a medical exam with the client and on the next, they might be calling the client themselves for information.

Key Responsibilities & Requirements

  • Able to take information from clients, insurers and advisers and to display that information accurately on both internal and insurer systems.

  • Effectively and professionally communicate with clients by telephone, email and letter

  • Ensure that clients are updated in line with agreed timescales and procedures

  • Professionally liaise with insurers, surgeries and other relevant third parties

  • Manage pipeline business efficiently and within agreed timescales to achieve business targets

  • Understand and control the underwriting process to ensure applications are assessed correctly and efficiently

  • Establish a strong relationship with the team of support and advisers

  • Able to correctly complete Trust forms with clients in accordance with each insurers guidelines

  • Limit the amount of cases that drop off by liaising with all parties involved to reach a mutually satisfactory outcome

    Qualifications and experience

  • Successful track record working in a customer service environment.

  • Financial Services industry experience.

  • Exceptional telephone skills

  • Proven track record of providing excellent customer service.

  • Experience of working with databases (inputting).

  • Proven track record of high levels of accuracy and productivity

  • Proven track record of working to and achieving individual targets

  • Experience of working towards wider business targets

  • Experience of adhering to Data Protection regulations

    Our culture statement

    Ours is a great business and doing all these things and more means that we bring to life our culture statement which is: Our culture holds people at its heart and the most important people of all are our customers. To do right by our customers we have a culture that’s target driven, rewarding and fun. This culture drives the need for company-wide teamwork in a competitive yet respectful atmosphere. Our culture encourages us to try out new ideas and give change a chance.

LifeSearch prides itself on its open, tolerant, inclusive culture and welcomes candidates from every walk of life

Reference: 34654356

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