CUSTOMER SERVICE ADVISOR - Insurance

Posted 24 September 2019 by Price Personnel Ltd
Easy Apply

Customer Services

Sales & Admin Manager / Operations Manager

REPORTS: None

HOURS OF WORK: Variable Rota Hours Average 43 hours per week

q To outbound or answer all calls (as directed) and enquiries in a timely and efficient manner.

q To try your utmost to persuade auto renewal cancellation enquiries to stay with us, by opening appropriate & positive dialogue with customers using your skills to re-rate or refer wherever possible.

q To convert New Business or Traditional Renewal enquiries into sales wherever possible.

q To ensure all risk details are thoroughly re-validated with customers to ensure accuracy of information.

q To ensure customers fully understand the level of cover provided under any policy and ensuring all pertinent policy information including exclusions, limitations and policy endorsements are made clear in accordance with regulatory requirements.

q To ensure all verbal disclosure statements are provided to customers where required and all marketing consents are obtained.

q To up sell cover levels or add ons wherever possible in accordance with office procedures and the firms TCF policy.

YOUR SECONDARY ROLE - CUSTOMER SERVICES & ADMINISTRATION

q To work within the customer service department, responding to customer needs and requirements in an appropriate manner.

q To support the firm’s goals by providing an excellent customer service to all existing policyholders.

q To follow the firms, charge policy regards mid-term adjustments or cancellations.

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KNOWLEDGE & EXPERIENCE

q Educated to GCSE standard including Maths and English.

q Good keyboard and customer service skills.

q Experience of providing specialised sales advice to support customer requirements.

q Thorough understanding of household quote systems and products.

q Has undertaken (or is willing to undertake) relevant customer service and insurance training.

SKILLS REQUIRED

q Excellent telephone manner and customer service skills.

q Effective communication skills.

q Ability to gather and analyse information from the customer.

q Ability to identify and respond appropriately to an individual customer’s level of understanding.

q Ability to identify and match the products available with customer requirements.

FCA Training & Competence requirements

q Work towards Cert CII within 3 Years - (funded)

q To follow the company rules regarding Data Protection always

Reference: 38191278

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