Renewals Adviser
2 weeks ago
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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Renewals Adviser
2 weeks ago
Dartford, United Kingdom Right to Health Ltd Full timeThe 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...
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Renewals Adviser
2 weeks ago
Dartford, United Kingdom Right to Health Ltd Full timeJob DescriptionThe 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 -...
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Renewals Advisor
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