Fleet Insurance Support Advisor

6 months ago


Liverpool, United Kingdom John Paton Insurance Full time

**Fleet Insurance Support Advisor Job Description**

Patons Insurance helps hard working drivers find the right insurance for themselves and their businesses.

The friendly and solution focused team at Patons are fully dedicated to providing our customers with a best insurance for their needs. We do this by working hard to have a wide range of insurers, leveraging technology to simplify all aspects of managing insurance and truly having our customers best interests at heart. Our success is shown by the number of our customers that renew with us year in, year out and the ongoing reviews we receive from them. (Feefo 4.8/5 - Excellent).

You spend a lot of your time working, you might as well work somewhere you enjoy.

**Our teams are;**
- Friendly
- Solution focused.
- Always looking to provide an exceptional service for our customers.

We are expanding our **Fleet Insurance Team** and are looking to bring onboard a full time **Fleet Insurance Support Advisor **into our **Liverpool (L5)** office.

This role is office based, Liverpool L5, close to public transport and with free onsite parking.

Salary; Up to £24,500 depending on experience.

**The Role**:
What you will do:

- Provide an excellent level of customer service (dealing with queries and administering policies) as a Fleet Support Advisor offering support via the full range of Insurance products provided by the company in connection with the customer requirements and needs for Adjustments, Renewals and Claims support.
- To provide a friendly and efficient service notifying customers of all relevant information complying with the company and FCA requirement.
- Plan and process all administration jobs to efficiently control your own, and others within the teams, workloads ensuring individual and company service standards are achieved.
- Plan and process mid-term adjustments and customer service queries to efficiently control your own, and others within the teams, workload ensuring individual and company service standards are achieved.
- Plan and process renewals to efficiently control your own, and others within the teams, workloads ensuring individual and company service standards are achieved.
- To achieve objectives of individual and team goals and to contribute to the team developing effective relationships internally and externally.
- Make a positive input into the team effectiveness, suggesting improvements to work systems and processes.
- Lead by example and be an active part of the team in achieving sales, renewals, service and admin goals.
- Ensure company brand materials and working space meet and exceed company presentation standards.
- Keep your product and industry knowledge relevant and up to date by undertaking Continuous Professional Development.
- Adhere to both Company and FCA rules and guidelines.
- Any Ad-hoc duties that may be deemed relevant by management.

**What you need to bring**:

- Product knowledge and Industry Experience.
- Motivational Skills.
- Customer Service Skills.
- Results driven.
- Self-Motivation.
- Teamwork.
- Organisation and Time-Management skills.
- Oral and Written communication skills.
- IT literate.
- Previous working experience in a broker or insurer

**Expected Behaviours**:

- Act in an honest and open manner at all times with both the customer and the firm in all matters.
- Have a customer focused approach.
- Ensure that business transactions are conducted in a way that is clear and straightforward.
- Act with integrity by demonstrating fairness and impartiality.
- To follow the firms policy on Treating Customers Fairly and the FCA Code of Conduct (COCON).

**Benefits.**
- Salary; Full time, up to £24,500 depending on experience.
- Based in our Liverpool (L5) office.
- 22 Days Holiday per year (plus bank holidays).
- Training provided.
- Full time.
- Company pension.
- Offices close to public transport links or onsite free parking.

**Job Types**: Full-time, Permanent

**Salary**: Up to £24,500.00 per year

**Benefits**:

- Company pension
- Free parking
- Health & wellbeing programme
- On-site parking
- Referral programme

Schedule:

- Day shift
- Holidays
- Monday to Friday

Ability to commute/relocate:

- Liverpool: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Customer Service: 1 year (preferred)

**Location**:

- Liverpool (preferred)

Work Location: In person


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