Renewals Adviser

2 weeks ago

Dartford, United Kingdom Right to Health Ltd Full time

The role is for a Renewals Adviser at Right To Health, this role involves encouraging existing clients to have a review of the market with the view to be sold a new policy High levels of retention is necessary to ensure a high volume of clients within our database. The office is based in Dartford, and the role is Monday - Friday 9.30am - 5.30pm with one hour for lunch.


Responsibilities

  • Answering and forwarding calls coming through the switchboard in a highly professional manner, taking succinct messages when necessary.
  • Speaking with existing clients and encouraging them to have a review of the market. Where they cannot be reached by telephone, contact through voicemail, email and by post.
  • Managing your client sheet to ensure all clients are serviced within specific timeframes.
  • Accessing renewals invited for each client from multiple insurers and updating their premiums on the Freedom database.
  • Dealing with medical details and keeping an accurate log within the clients file.
  • Dealing with clients with a polite and professional telephone manner so each client feels valued.
  • Use of Outlook email to liaise with clients and other stakeholders.
  • Providing succinct information about products and terms and conditions so it is easy for customers to make informed decisions.
  • Providing support to team members to ensure they have the knowledge to deliver a service which is compliant without consumer duty.


Key Skills:


  • High level of customer service both via telephone and written communications.
  • Organisation skills and excellent time and workload management .
  • Ability to work efficiently in a fast paced, target driven environment
  • Excellent communication and interpersonal skills.
  • Intermediate Microsoft Office skills .
  • Target driven individual.


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