Client Service Adviser - Taunton, United Kingdom - Benefact Group

Benefact Group

Verified Company

Taunton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Salary:
Up to £26, depending on experience)

Working hours:35 hours per week

Duration:
Permanent

Location:
Taunton

About the role:

Lloyd & Whyte, who are proudly part of
Benefact Group, are looking for a
Client Service Adviser to join our
_Personal Operations _team in their
Taunton office.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key responsibilities:

Achieve individual objectives and key performance indicators as set and agreed.
Provide a proactive and responsive renewal service using best endeavours to retain clients at renewal through promotion of key selling features and effective liaison with insurers
Invite renewals
Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction.
Ensure all policy administration is dealt with in a professional and timely manner
Underwrite scheme policies within underwriting authority level and referral guides
Be proactive and maximize all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible
Check, process and issue new policies
Adhere to all Company, regulatory and compliance guideline requirements
Maintain own technical competence
Support colleagues from all areas of the business as required.

Knowledge, skills and experience:

GCSE Maths & English at Grade C/Level 4 (or equivalent) (required)
Chartered Insurance Institute Certificate in Insurance (willing to work towards)
Confident and capable of building rapport over the telephone to provide an excellent client experience
A background in customer service, ideally in an office/phone based role

What we offer:

28
days annual leave plus bank holidays
Your birthday off
Flexible working
Group Personal Pension
Bonus scheme
A holiday buy scheme
An array of health and wellbeing benefits, company cash plan, income protection and life assurance
Enhanced sick pay and parental leave
Support and funding toward study and professional qualifications
Paid time off for volunteering

About us:

Committed to making a difference:

We think that people are looking for something worthwhile in a company beyond the workplace.

Our employees are encouraged to take at least half a day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

Our people know how to work hard but also how to enjoy themselves We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.