Customer Service Assistant

6 days ago


Purfleet, United Kingdom PIB Insurance Brokers Full time

Simply Insurance have an exciting new opportunity for an enthusiastic Customer Service Assistant to join their busy and thriving office in Purfleet. This role is ideal for someone with a passion for delivering fantastic customer service

**Overall objective**:
To ensure that the companies' clients are provided with all reasonable help and advice on all issues relating to their insurance policy and to ensure the timely and accurate processing of documents and notices from both the clients to insurers and vice versa.

**Duties and responsibilities**:

- Helping to deal with customer queries by telephone - whilst maintaining a high level of customer care.
- Liaise with customers and insurers ensuring that the organisation is represented, at all times, in a professional and courteous manner.
- Acting as a contact and focal point between a customer and an insurer to ensure the smooth and efficient management of a policy from inception and throughout the life of a policy.
- Accessing and acting on instructions extracted from the organisations in-house diary system and where appropriate ensuring that future actions are diarised forward.
- Responding to all reasonable requests from the customer services and administration manager that relate to the smooth and efficient running of the department.
- Keeping up to date with the organisations' products, services and strategies.
- Performing any other ad-hoc duties as may be required of this role.

**Experience needed**:
Previous experience in the Insurance industry would be advantageous but not essential as full training is provided

**Conduct and ethics**:

- Act in accordance with your duties and responsibilities.
- Exercise independent judgement.
- Exercise reasonable care, skill and diligence.
- Do not have outside interests which could reasonably be regarded as likely to give rise to a conflict of interest.
- Declare interests in proposed transactions with the company.
- Lead by personal example and demonstrate high standards of professional behaviour and ethical understanding of colleagues, customers and the community.

**Compliance**:

- Ensure all relevant business activities fully comply with FCA regulation and company procedures. Use checklists and support documentation as provided by the company to assist with demonstrating compliance.
- Conduct learning, training and assessment exercises in accordance with the individual Training & Competence (T&C) scheme applicable to you. Identify further areas for own development as required.
- Promote and embed a Treating Customers Fairly (TCF) culture in all respective business areas.
- Ensure compliance and adherence to the company's employment policies and procedures as contained within the Employee Handbook and your own information staff folder.

**Data security**:
Ensure full adherence to the company's data security policy.
Assume personal responsibility for personal data (client and team members) you may control/manage, to ensure it is secure, held and properly utilised in accordance with the principles of the Data Protection Act.

**Further information**:As well as a competitive salary we offer the following benefits -- Competitive holiday allowance with the annual option to buy additional days
- Death in Service benefit of x4 salary
- Company pension scheme
- Very generous maternity and paternity leave packages
- A flexible benefits package which allows you to add additional benefits to your overall package
- Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
- Referral schemes
- Discounted rates on PIB products
- We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more
- We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose

**Why Work For Us?**

Simply Insurance was established in 2000, we offer road risks solutions for VSME customers. The business offers motor trade insurance and has diversified into a multi-product commercial motor insurance provider, arranging insurance for driving tuition and motor fleet.

We are based in Essex and part of PIB Group, which means that we can enjoy the strength and leverage that come with being part of a larger group for the benefit of our people as well as our customers.

REF-207916



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