Due to increased demand within the business our client is looking for customer focused individuals who will work to ensure our customers have an excellent experience in their interactions.
The role offers variety and as the first point of contact with their customers it is a role we value and will support by way of training and career development. Key skills are the ability to interact with others in a busy environment and to work well as part of a team.
Duties to include
- Manage a pipeline of life assurance clients from new enquiry
- Carrying out a review of clients needs and requirements with regard to new and existing clients. Identify the needs and objectives of the client and provide best advice based on information gathered and research conducted
- Providing advice to clients on protection cover, specified illness and income protection products
- Preparation of quotations, compliance documents for new business client
- Liaising with clients re quotations provided on products to ensure they have an understanding of products proposed and reason why
- Monitoring of sales and business pipeline ensuring. Providing a high level of support and customer service to new existing business customers ensuring they are aware throughout process of engagement of status
- Manage a wide range of queries from our customers and insurers by both phone and email
- Contribute to the growth of our business as well as retention of existing business
- Meet compliance standards for role ensuring full compliance with all internal and external regulatory, operational and administrative procedures
- Ensure the interests of clients and the integrity of the market is at the centre of the way you do business
- Treat clients fairly at all times
- Act in a compliant and ethical manner at all times
Skills and Knowledge:
- APA in Life and Regulations or working towards is essential
- Experience working with external provider portals
- Experience managing a portfolio of clients and updating CRM systems
- Strong aptitude for technology and new systems
- Excellent time management
- Excellent numeracy and literacy skills
- An excellent telephone manner
- Excellent attention to detail, communication & people skills
- Highly self-motivated & ability to work on own initiative
- Experience in working in a fast pace, busy office environment
