New Business Representative
Our client is one of the leading employers in the area and are seeking a New Business Representative. They offer professional & structured training & development opportunities, genuine career progression and a benefits package which is second to none. Opportunities to study for professional qualifications, including the CeMAP.
Up to £22,000 ** Pension Scheme ** BUPA Membership ** Regular Performance Reviews ** Bonus Scheme ** Professional Study Support ** 20 days holiday a year rising to 27 days
Based in Epsom, Monday - Friday, 8am - 6pm (on a rota basis) and working a Saturday (one in four Saturdays) rota (9:00am - 2.00pm) for which an additional allowance is paid.
What you’ll be doing;
- Maintain an up to date knowledge of all products and services offered by the company
- Respond promptly, accurately and efficiently to enquiries from customers
- Issue relevant literature, illustrations and application forms for savings accounts
- Mortgages and additional loans to prospective and existing customers and to intermediaries
- Proactively follow up enquiries made through marketing activities or the website
- Respond to requests for progress updates from customers or intermediaries
- Maintain filing and record keeping systems for each mortgage application
- Deal with general tasks and special projects that are customer related
- Proactively calling customers to provide details of alternative mortgage solutions
- Provide support and cover for other team members as requested.
What you need to be considered for this role;
- Must be educated to GCSE level 5 grade A - C (minimum C grade in both Math’s & English)
- Previous customer service / call centre experience is preferred but not essential
- Previous experience of handling incoming telephone calls
- A background in financial services, banking, insurance or similar would be an advantage
- Strong administrative and organisational ability and a keen attention to detail
- Confident, clear and professional telephone manner
- Flexible approach to working hours - participate in the Saturday morning rota
Please note; Due to the large number of applications that we receive, if you have not had a response within 7 days, please assume that you have been unsuccessful on this occasion.
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Optima Recruitment acts as both an 'Employment Agency’ & 'Employment Business’ providing recruitment services throughout Surrey.
- Customer Service
- Financial Services