Customer Service Advisor
4 weeks ago
**Job Purpose**
- Assist and carry out insurance administration.
- Provide administration and servicing of clients insurance requirements in a timely, technically accurate and cost effective manner, in accordance with procedure and performance standards.
- Provide broking and administrative services to clients, confining advice and information to those areas in which the jobholder is deemed competent, otherwise seeking advice as appropriate.
- Understand clients situation, opportunities and problems and design of appropriate solutions.
- Ensure where possible, premiums are settled in accordance with company credit control procedures.
- Assist in ensuring that all post and diary activity is completed daily in accordance with the local procedures and performance standards.
- Assist team performance by regular communication with colleagues and manager to establish and raise concerns and provide solutions.
- Ensure compliance with local procedures, customer service standards and external compliance regulations, e.g. FSA.
- Develop and maintain positive ongoing relationships with Insurers and Underwriters in a professional manner
- Ensure that any customer complaints are identified and handled strictly within the company's complaints procedure
- Deal with new business, renewals and mid-term adjustments within authority.
- Process survey requests, policy documents and accounting debits/credits
**Skills and Qualifications**
**Essential Criteria**
- Excellent organisational skills
- Sales ability
- Confident computer usage
- Knowledge of Microsoft Word and Excel at intermediate level is required
- You must be enthusiastic, pro-active and self-motivated with a willingness to learn
- Strong customer service skills
- Minimum of 5 GCSEs grades A - C ( including Maths and English) or equivalent are essential
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