Client Service Adviser - Stevenage, United Kingdom - Lloyd & Whyte Limited

Lloyd & Whyte Limited
Lloyd & Whyte Limited
Verified Company
Stevenage, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Salary:

£25, £27,000.00 per annum, plus benefits (D.O.E.)


BENEFITS
~ Cashplan for healthcare treatment, free of charge
~ Income Protection Insurance Scheme
~ Death in Service Benefit (x2 times your annual salary)
~ A paid day off for your birthday
~ 25 days holiday (pro-rated) plus bank holidays
~ Support & funding for study towards your professional qualification
~ Charitable Donation through payroll
~ Cycle to work scheme
~ Social Committee - Fun events throughout the year and fundraising activities
~ Group Personal Pension Scheme
~ Favourable rates on your personal insurances when arranged through Lloyd & Whyte Ltd
~ Cash-back for Adviser Charging paid for all Financial Services products arranged through Lloyd & Whyte (Financial Services) Ltd _with the exception of mortgages and the Group Personal Pension_


Qualifications:


  • GCSE Maths & English at Grade C/Level 4 or above
  • Chartered Insurance Institute Certificate in Insurance (willing to work towards)

About You:

Are you a detail orientated individual with previous admin experience looking for a new challenge? Do you thrive in a diverse and fast paced environment, enjoy speaking to clients and always striving to go above and beyond?


As a Client Service Adviser, you will be responsible for supporting our Stevenage based Medical Malpractice team, delivering exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the business strategy.


We are looking for someone who is:

  • Confident and capable of building rapport over the telephone to provide an excellent client experience
  • Has the ability to work in a regulated, compliant and client focused environment
  • Organised, resourceful, deadline driven and supportive of wider team
  • Quality orientated with great attention to detail and strong administrative skills
  • Willing to work towards their Cert CII Qualification

About the Role / 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.

About Us


MIAB is part of the Lloyd & Whyte Group, a family of businesses which provides insurance and financial services to specialist markets.

We offer a variety of roles for talented people who want to join us.

We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.

As an award-winning company, professionalism and qualifications are integral to our company culture.

We believe it's vital that everyone within the business feels valued and has the right tools to do the job required of them.


Job Types:
Full-time, Permanent


Salary:

£23,000.00-£27,000.00 per year


Benefits:


  • Cycle to work scheme
  • Onsite parking
  • Wellness programme
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Ability to commute/relocate:

  • Stevenage, SG1 2DX: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • Are you confident in communicating with clients via telephone on a daily basis?

Experience:

Customer Service: 1 year (required)


Licence/Certification:

  • GCSE Maths & English at Grade C/Level 4 or above
(required)


Work Location:
One location
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