Case Management Administrator - Basingstoke, United Kingdom - Lead Generation Service

Description

Position Summary

Under the guidance of the managing director ,the case Manager is responsible for assisting in the success of delivering quality service to the business clients and achieving the Company's strategic goals.

The position is fast paced, team oriented, and requires adept multi-tasking abilities during busy times.

Speaks to customers who have enquired through websites regarding financial services such as Miss sold Pensions and Investments and releasing equity from their properties, verifying the customers details and fact finding to establish their enquiry, before understanding their circumstances, arranging appointments for collection of documents and verify returned documents before matching them with the most suited professional on our panel.

Some support activities company-wide with a strong emphasis on client experience and quality control.

You must have outstanding organizational skills; experience working in a fast-paced environment and can successfully prioritize and manage multiple duties.

Duties & Essential Job Functions:

• Manage the daytoday relationship with aligned customers and partners in a professional and timely manner
• Work with management to define and implement best practices
• Engage effectively with other areas of the business
• Actively build a strong network of contacts within partner companies
• Good housekeeping, all records to be accurately update and processes followed
• Speaking to the consumers verifying their details, Documents and personal circumstances
• Maintaining updates on contracts and campaign set up
• Deals with our IFA and solicitor clients
• Appointment booking and document verification
• Data management and reporting
• Maintain company due diligence and reporting of findings
• Complaint handling and logging
• General administration

Desired Skills:

• Previous experience in Finance sector ( Investments, Pensions, Mortgage, Insurance )
• Capability to drive performance and achieve excellent results
• Ability to work effectively with team members and with clients
• Selfmotivated, with ability to manage and follow up on multiple tasks simultaneously
• Demonstrated organizational and scheduling skills, strong time management skills
• Rigorous attention to detail
• Analytical ability, consultative, and strong judgment
• Ability to approach problems from multiple angles and find creative solutions
• Strong Knowledge and experience working with Microsoft Excel
• An excellent telephone manner, written and communication skills
• The ability to successfully collaborate with multiple personalities and communicate with all levels within the organisation
• A desire to continue to learn new skills and grow career
• Exceptional attention to detail
• Persistence, tenacity, ability to overcome obstacles
• Learn and maintain indepth knowledge of products and services
• Energetic, positive, enthusiastic, and reliable
• Experience in data management
• Experience of working within a similar Role with a track record of success

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem necessary from time to time.

Job Types:
Full-time, Permanent


Salary:
£35,000 to £40,000


Benefits:

• Company events
• Company pension
• Free parking
• Onsite parking
• Enter the company bonus scheme

Schedule:

• 8 hour shift
• Day shift
• Holidays
• Monday to Friday
• No weekends

Supplemental pay types:

• Bonus scheme
• Loyalty bonus
• Performance bonus
• Signing bonus
• Tips

Ability to commute/relocate:

• Basingstoke, RG24 8PE: reliably commute or plan to relocate before starting work (required)

Education:

• GCSE or equivalent (preferred)

Experience:

- customer service: 1 year (required)


Work Location:
One location


Reference ID:
Case handler

Expected start date: 23/01/2023


Job Types:
Full-time, Permanent


Salary:
£35,000.00-£40,000.00 per year


Benefits:

• Company events
• Company pension
• Free parking
• Onsite parking

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No weekends
• Overtime

Supplemental pay types:

• Loyalty bonus
• Signing bonus

Ability to commute/relocate:

• Basingstoke, RG24 8PE: reliably commute or plan to relocate before starting work (required)

Work Location:
One location


Reference ID:
Case manager

Expected start date: 23/01/2023