Customer Process Controller - Financial Services

Posted 22 September by Flair4recruitment

Our client is seeking a Customer Process Controller to join their Financial Services team in Bristol.

Overview:

  • Administration of policies (including data input/manipulation, scheme account and quote production, invoicing, claims assessment, changes to benefit basis & medical underwriting administration).
  • Interaction with customers (largely appointed advisors [IFA’s]) via telephone and email, ensuring that excellent communication is always provided
  • As a member of the team, participate in the continuous review and improvement of the department’s processes and procedures to ensure the provision of timely, accurate and efficient levels of service.
  • Maintain a broad knowledge of Group Insurance products and processes.
  • Investigate and resolve complaints and queries, in line with the Company & Regulator complaints procedures, ensuring that the customer’s needs are met at all times.
  • Ensure familiarity and compliance with risk management and company policies, regulatory, professional & legal requirements.
  • Any other duties and responsibilities that may occur .e.g. project work and job role rotation as needed.

Skills and experience required:

  • A minimum of 5 GCSE’s or equivalent ( with Grade C or above in Maths and English)
  • Good MS Office systems skills (Outlook, Word, Excel)
  • Experience with data manipulation in Excel
  • Experience of working within an administrative role
  • Proven ability to work to deadlines and under pressure
  • Ability to demonstrate going the 'extramile’
  • Financial Service’s qualifications (desirable)
  • Customer Services background

For more information about this role, please get in touch with an updated copy of your CV.

Reference: 33376361

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