Customer Service Executive

3 weeks ago


Southport, United Kingdom County Group Insurance Full time

Position Overview:
The job holder will be responsible for achievement of their individual targets and to work with team members to achieve monthly targets, along with the achievement of certain pre-agreed performance indicators.

**Tasks**:
The jobholder will receive training and competence on completing the following tasks:

- Effectively manage large amounts of incoming calls.
- Raising underwriting concerns and rating the risks appropriately.
- Provide accurate, valid and complete information by using the right methods/tools.
- Handle complaints, provide appropriate solution and escalate the issue if not resolved within the time limits.
- Ensure all customer interactions are recorded on their file, process customer accounts and file documentation.
- To ensure all Key Performance Indicators (KPI’s) are achieved. This will consist of personal/team sales targets, both revenue and volume, as well as cross selling other policies such as breakdown, public liability and financial service products.
- To ensure all sales are processed compliantly within FCA regulation.
- To ensure accuracy, efficiency and professionalism when dealing with internal and external clients, including both colleagues and insurers. This will involve a good degree of organisation and flexibility in order to meet the customers’ demands.

**Educational qualifications**

GCSE or equivalent in Math’s & English

**Previous Experience**

Some experience of working in a customer facing environment

Have experience of working in a customer service and insurance environment

**Abilities**

Able to manage all the elements of customer service and generate sales within a busy office environment

**Personal attributes**

Responsible, professional, supportive, friendly personality, trustworthy, willing to work as part of a team & interested in learning new things

**IT Skills**

Basic knowledge required

**Regulatory Requirements**

With training, the job-holder must obtain knowledge of regulatory requirements pertaining to the role, including in particular, but not limited to disclosure requirements, rules relating to money handling, complaints processes, record keeping requirements & principles for conduct of business.

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

**Salary**: From £19,000.00 per year

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Ability to commute/relocate:

- Southport, PR9 9YF: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- customer service: 1 year (preferred)



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