Customer Services Advisor - Eastbourne, United Kingdom - Executive Insurance Services Ltd
3 weeks ago
Description
Division or department Customer Services
To work as part of a team and individually to ensure that customers are dealt with in a friendly, helpful, and professional way.
Required knowledge and skills
- Must have a genuine interest in working with and helping customers, have a positive outlook and a clear focus on high quality engagement and business profit.
- A good communicator, friendly character and able to see things from the other person's point of view. Able to get on with others and be a team-player. Well-presented and business like.
- A natural forward planner who critically assesses their own performance. Mature, credible, and comfortable in dealing with various customer types. Reliable, tolerant, and determined.
- Must have good attention to detail. Keen for new experience, responsibility, and accountability. The ability to handle difficult situations in a patient, calm and effective way. A good understanding of numbers and planning, the ability to be flexible, decisive, and quick-thinking.
Objectives and Responsibilities
- To always carry out your duties with due skill, care and diligence and maintain acceptable standard of personal and professional conduct, including, but not limited to, honesty and integrity.
- To ensure compliance with the FCA regulatory requirements, procedures, and customer service standards.
- To always ensure compliance with the Data Protection Act.
- To ensure compliance with Treating Customers Fairly.
- To continue to meet the 'Good repute' and Fitness and propriety requirements applicable to your role under the regulatory regime.
- Ensure compliance with relevant regulations and procedures such as the FCA by keeping up to date with all changes in the regulatory framework.
- Maintain adequate competencies in compliance with the FCA Handbook and Code of Conduct rules.
- To complete your required CPD training, allowing you to carry out their job roles.
- Develop relevant knowledge and skills and attend training as required.
- Develop underwriting knowledge
- To be accurate when inputting information into the systems.
- Build knowledge and understanding of products and policies and ensure understanding with your colleagues.
- Complete work such as Acceptance packs, direct debit reports, daily spreadsheet report, Midterm adjustments, diaries etc. as necessary.
- Deliver good customer service by responding swiftly to queries and concerns from clients
- Ensure that all administration processes are completed in line with the company procedure.
- Try to avoid cancellation of policies and resolve issues where possible.
- To process cancellations in accordance with our terms of business, charging the correct fees. To ensure client files and diaries are being completed correctly.
- To Investigate and solve customers' problems within the required timescales.
- Liaising with insurance companies.
- Process funding company payments and cancellation requests in accordance with the funding company's procedures
- Process payments and outstanding payments following company procedures.
- To follow the company procedures for requesting documents from clients.
- Update The MID in accordance with the insurance company's procedures or assist clients with updating the MID themselves.
- Maintain a flexible approach to accommodate the company's changing needs and growth.
- Maintain a flexible approach to shift patterns as reasonably requested by the management team.
- Share best practice and offer ideas for continuous improvement.
- Always represent Executive Insurance Services in a professional manner.
Salary:
From £20,000.00 per year
Benefits:
- Casual dress
- Company events
- Profit sharing
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Ability to commute/relocate:
- Eastbourne, BN21 3BB: reliably commute or plan to relocate before starting work (required)
Education:
- GCSE or equivalent (preferred)
Experience:
- customer service: 1 year (preferred)
Work Location:
One location
Reference ID:
Exec - CS 001
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