Sales & Underwriting Support - Farnham, United Kingdom - IN-SYNC

IN-SYNC

Verified Company

Farnham, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Do you enjoy admin, have outstanding organisational skills, and a passion for providing a great customer experience? Do you find that "Sales" isn't for you, but you enjoy the challenge of retaining customers and getting them the best service for their needs?

We have a fantastic opportunity for an experienced administrator with great customer service skills to join our Sales and Underwriting Support team.

This role involves working closely with various departments across the Group of Companies and external agencies, contractors, and clients.

The Sales & Underwriting Support will be a key point of contact and regularly make contact with our clients and HMRC.

Additionally, over time you'll be responsible for underwriting and approving tax and VAT advances within the business.

You'll also be responsible for the credit control processes within the department, including recovery of tax and VAT rebates from HMRC.

Key duties for this Sales and Underwriting Support role:

Contacting HMRC to check the status of our clients' self-assessment accounts, to recover outstanding rebates owed to our clients
Ensuring client records are kept up to date
Liaising with subcontractors to obtain statement of earnings for our clients
Completing internal client handovers to initiate debt management procedures where necessary
Communicating with clients to request pay data and complete conference calls with HMRC
Ensuring all calls are compliant with Data Protection
General administration including maintaining digital customer records and managing inhouse ticking system for the department

Benefits:

22 days holiday (rising by 1 day per year to a max of 25 days)
Pension plan
Professional study support
Healthcare cash plan or Perkbox
Cycle to Work Scheme

Essential Skills:

Background of working in a fastpaced customer service position, ideally within an office/phonebased environment
Comfortable working on the phone for most of your day; clear and confident telephone manner
Excellent organisation and time management skills, equally capable of working alone using own initiative or taking direction
Ability to comfortably prioritise tasks and cope with competing demands, often in a highpressure scenario
IT literate with working knowledge of Microsoft Word, Excel, and Outlook
Prior experience within an administrative role, with a keen attention to detail
Welldeveloped communication skills, both written and verbal

Desirable Skills:

Experience of underwriting matrixes
Experience of Personal Tax
Experience of working with HMRC

About Company
Are you IN-SYNC?

We're leading the way in selfemployed financial services. Want to be part of it?_

We're a fast-moving business that never stands still; we constantly innovate and improve. We offer coaching and professional study support in a fun and friendly environment.
At IN-SYNC, you'll be challenged and trusted to use your expertise and initiativeto grow.

We put people first, whether it's our team, our customers, or our business partners in our mission to help self-employed people.

We feel everybody has a role to play and by working together we can make this vision a reality.

If you're looking for a career and not just a job, you're in the right place.

We like people with the courage to challenge, the hunger to succeed, and the motivation to just get things done.