Administration/ Client Call Handler

1 month ago

Stockport, United Kingdom GW FINANCIAL SOLUTIONS Full time

**JOB TITLE**:Personal Finance Manager

**Wage: Salary £21,000-£22,000 with on target bonus earning potential of £27,000 a year.**

**DEPARTMENT**:Administration Team

**REPORTING TO**:Department Manager

**LOCATION**:Stockport/ Office based role

**PURPOSE OF JOB**
- Managing a portfolio of existing clients
- Completing meaningful Courtesy Calls with your client base
- Completing Annual Reviews with your client base
- Providing regular updates on the clients Debt Management Programme
- Making contact with creditors where required
- Answering inbound calls and client queries.
- Contacting clients in arrears, establishing the circumstances and agreeing a client-focused remedy
- Completing Income & Expenditure assessments where appropriate
- General support for other members of staff,
- Liaising with staff in other departments and with external contacts.
- Logging incoming post.
- Chasing up queries with your clients from the creditors.

**KEY ROLES AND RESPONSIBILITIES**
- Deliver a high standard of customer service to all clients, on all occasions
- You will maintain regular contact with clients ensuring that the solution remains comfortable and appropriate by questioning and referring to previously recorded information and company debt advice guides and decision trees.
- You will manage the day to day running of client accounts, ensuring correspondence is sent to clients and creditors in line with company policy and process
- Where appropriate and capture a comprehensive assessment of each customer’s circumstances, giving the correct advice following company policies and procedures alongside all regulatory requirements.
- Ensure the most appropriate course of action is explained to the customer in a clear manner.
- Working with clients to determine priority payments and action planning where appropriate
- Identifying client’s whom demonstrate or have the potential to be vulnerable, assessing the suitability of advice, additional requirements and gaining consent to record and share gleaned information
- Assist customers in making an informed decision and committing to an appropriate course of action.
- Achieve all key performance indicators and call handling metrics.
- You will complete detailed assessments of clients and household income and expenditure and make recommendations on where clients can increase or decrease items for the benefit of their finances.
- You will signpost or refer clients to the most suitable agencies, where appropriate
- Ensure all notes and comments are recorded accurately on the necessary systems.
- Ensure employees whom will come in to contact with the client have access to all information required
- Meet all Call Quality compliance, technical and best-practice requirements.
- To show a compassionate and empathetic approach
- Have a ‘can do’ attitude to requests clients may make
- Give correct and best advice following processes and procedures along with all regulatory requirements. (FCA, DPA, Money Laundering, Complaints) etc.

**PROSPECTS**

**ADDITIONAL INFORMATION**

The company is small but growing and all employees are expected to work as a team and support one another. You may therefore be asked, from time to time, to undertake other duties by your Department Manager or a Director of the Company that is within your range of skills and abilities.

This job description may be varied in consultation with the post holder to reflect evolving needs of the business.

**PERSON SPECIFICATION**

**KNOWLEDGE, SKILLS, ATTITUDE**

At least 2 years experience in a Customer Service role

At least 2 years experience of working within the Debt Solutions / Advice industry

Intermediate knowledge and understanding of current regulators and their expectations

Foundation user of Microsoft suite including: excel, outlook and word

Excellent telephone and communication skills

Excellent teamwork skills

Ability to build strong working relationships

High degree of accuracy

Demonstrated ability to prioritize issues

Willingness to learn, develop and attend regular industry and role relevant training

**INTELLECTUAL DEMANDS**

Must have minimum ‘O’ level/GCSE Math’s and English

Must be able to learn, utilize and explain technical product information

Ability to identify breaches in regulation and report these to department managers

Ability to identify development areas, respond to feedback and communicate with department managers

Must have keen interest and knowledge in the provision of debt advice

**DISPOSITION /PERSONALITY**

Enthusiastic

Supportive

Team Worker

Reliable

Motivator

Sociable

**TYPE OF PERSON **(Motivational Profile)

Customer
- Focused

Self-motivated

Achievement orientated

Ability to use own initiative

Non-judgmental

Ability to perform effectively when there is pressure peaks

Sets high standards and consistently achieves them

**CIRCUMSTANCES**

Willing and able to work unsocial hours on occasions to complete tasks / projects

Shifts are between

  • Out of Hours Call Handler

    1 month ago

    Stockport, United Kingdom Page Personnel Full time

    We are seeking an Out of Hours Call Handler who will provide high-quality customer service, ensuring all enquiries are dealt with promptly and efficiently. This position is based in Stockport and is crucial within our client's not-for-profit organisation's customer service department. Client Details This organisation is a mid-sized charity...

  • Out of Hours Call Handler

    2 weeks ago

    Stockport, United Kingdom Page Personnel Full time

    We are seeking an Out of Hours Call Handler who will provide high-quality customer service, ensuring all enquiries are dealt with promptly and efficiently. This position is based in Stockport and is crucial within our client's not-for-profit organisation's customer service department.Client DetailsThis organisation is a mid-sized charity committed to...

  • Out of Hours Call Handler

    1 month ago

    Stockport, United Kingdom Page Personnel Full time

    Weekly pay and immediate start - Possibility of being made permanent **About Our Client**: This organisation is a mid-sized charity committed to providing unparalleled service to its customers. As an integral player in the not-for-profit sector, the company prioritises both the welfare of its customers and the development of its employees. As an Out of...

  • Out of Hours Call Handler

    2 weeks ago

    Stockport, United Kingdom Page Personnel Full time

    We are seeking an Out of Hours Call Handler who will provide high-quality customer service, ensuring all enquiries are dealt with promptly and efficiently. This position is based in Stockport and is crucial within our client's not-for-profit organisation's customer service department.Client DetailsThis organisation is a mid-sized charity committed to...

  • Out of Hours Call Handler

    6 days ago

    Stockport, United Kingdom Page Personnel Full time

    We are seeking an Out of Hours Call Handler who will provide high-quality customer service, ensuring all enquiries are dealt with promptly and efficiently. This position is based in Stockport and is crucial within our client's not-for-profit organisation's customer service department. Client Details This organisation is a mid-sized charity committed to...

  • Motor Claims FNOL Handler

    13 hours ago

    Stockport, United Kingdom CC Response Full time

    WE'RE HIRING!If you think you are the right match for the following opportunity, apply after reading the complete description.Position; Claims HandlerSalary - 26-28k (depending on experience)Location; Stockport, near the Pyramid Employment Type; Full TimeWorking Hours; 9-5 / 10-6 / 12-8 (various shift patterns available)A fantastic opportunity which...

  • Motor Claims FNOL Handler

    10 hours ago

    Stockport, United Kingdom CC Response Full time

    WE'RE HIRING! Position;  Claims Handler Salary -  26-28k (depending on experience) Location;  Stockport, near the Pyramid  Employment Type;  Full Time Working Hours;  9-5 / 10-6 / 12-8 (various shift patterns available) A fantastic opportunity which has come about due to big growth plans, in CCResponse is seeking to recruit a full-time Claims Handler...

  • Motor Claims FNOL Handler

    9 hours ago

    Stockport, United Kingdom CC Response Full time

    WE'RE HIRING!Position; Claims HandlerSalary - 26-28k (depending on experience)Location; Stockport, near the Pyramid Employment Type; Full TimeWorking Hours; 9-5 / 10-6 / 12-8 (various shift patterns available)A fantastic opportunity which has come about due to big growth plans, in CCResponse is seeking to recruit a full-time Claims Handler to be part...

  • Motor Claims FNOL Handler

    23 hours ago

    Stockport, United Kingdom CC Response Full time

    WE'RE HIRING!Position; Claims HandlerSalary - 26-28k (depending on experience)Location; Stockport, near the Pyramid Employment Type; Full TimeWorking Hours; 9-5 / 10-6 / 12-8 (various shift patterns available)A fantastic opportunity which has come about due to big growth plans, in CCResponse is seeking to recruit a full-time Claims Handler to be part...

  • Motor Claims Handler

    1 month ago

    Stockport, United Kingdom Time Recruitment Full time

    Motor Claims Handler £23,000-£25,000 basic (£28,000-£30,000 OTE) circa £400+ per month bonus Central Stockport with parking on-site We are working with an expanding Accident Management and Credit Hire organization who have their own repair network in the Northwest. They are operating on a national basis with a hugely successful marketing campaign...

  • Commercial Account Handler

    4 weeks ago

    Stockport, United Kingdom NJR Recruitment Full time

    **JOB ROLE: COMMERCIAL ACCOUNT HANDLER** **LOCATION: STOCKPORT** **SALARY: £35,000 - £40,000 PLUS BENEFITS** Are you a Commercial Account Handler with strong technical competence and great experience within the commercial broking arena? If so, an interesting new opportunity has come market for an experienced Commercial Account Handler to work for a...

  • Commercial Account Handler

    1 month ago

    Stockport, United Kingdom STRIDE RESOURCE MANAGEMENT LTD Full time

    **Commercial Account Handler** **Salary £28,000 - £35,000 DOE** **Greater Manchester** My client is an Insurance Broker who has recently been acquired and therefore looking to expand this division. They are looking for Commercial Account Handlers to assist with the increased clientele. **Job Specification**: - SME to Mid-Market level experience is...

  • Commercial Account Handler

    4 weeks ago

    Stockport, United Kingdom NJR Recruitment Full time

    **COMMERCIAL ACCOUNT HANDLER** **STOCKPORT** **£25,000 - £35,000 PLUS BENEFITS** Are you an Account Handler with good knowledge of commercial insurance products, seeking a new opportunity to further your broking career? If so, an excellent opportunity has come to market for a Commercial Account Handler to join a successful North West Insurance...

  • Commercial Account Handler

    1 week ago

    Stockport, United Kingdom Insure Recruitment Full time

    We are looking for a talented Commercial Account Handler to join a dynamic team! If you are an experienced Account Handler with a broad range of commercial insurance product knowledge then we would love to hear from you! Our client is an independent insurance broker located in Greater Manchester. In this role, you will be an integral part of the Commercial...

  • Commercial Account Handler

    4 weeks ago

    Stockport, United Kingdom Insure Recruitment Full time

    We are looking for a talented Commercial Account Handler to join a dynamic team! If you are an experienced Account Handler with a broad range of commercial insurance product knowledge then we would love to hear from you! Our client is an independent insurance broker located in Greater Manchester. In this role, you will be an integral part of the Commercial...

  • Commercial Account Handler

    7 days ago

    Stockport, United Kingdom Insure Recruitment Full time

    We are looking for a talented Commercial Account Handler to join a dynamic team! If you are an experienced Account Handler with a broad range of commercial insurance product knowledge then we would love to hear from you! Our client is an independent insurance broker located in Greater Manchester. In this role, you will be an integral part of the Commercial...

  • Collections Claims Handler

    20 hours ago

    Stockport, Greater Manchester, United Kingdom CC Response Full time

    Claims Handler Salary -26-28k (depending on experience) Full Time 9-5 / 10-6 / 12-8 (various shift patterns available) A fantastic opportunity which has come about due to big growth plans, in CCResponse is seeking to recruit a full-time Claims Handler to be part of the business. You will be joining as part of one of the specialist teams in their...

  • Collections Claims Handler

    14 hours ago

    Stockport, Greater Manchester, United Kingdom CC Response Full time

    Claims Handler Salary -26-28k (depending on experience) Full Time 9-5 / 10-6 / 12-8 (various shift patterns available) A fantastic opportunity which has come about due to big growth plans, in CCResponse is seeking to recruit a full-time Claims Handler to be part of the business. You will be joining as part of one of the specialist teams in their...

  • Commercial Account Handler

    4 days ago

    Stockport, United Kingdom Get-Recruited (UK) Ltd Full time

    INSURANCE ACCOUNT HANDLER SOUTH MANCHESTER £30,000 to £40,000 THE OPPORTUNITY: Join a prestigious Chartered insurance brokerage with over 45 years of industry experience, currently expanding their team of Commercial Account Handlers. With a rich legacy spanning over four decades, our client prides themselves on delivering exceptional service and...

  • Commercial Account Handler

    1 month ago

    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Stockport £25000 - £35000 20/02/2023 NJR13493 Plus Benefits DESCRIPTION Are you an Account Handler with good knowledge of commercial insurance products, seeking a new opportunity to further your broking career? If so, an excellent opportunity has come to market for a Commercial Account...