Customer Service Professional

1 week ago


Eastleigh, Hampshire, United Kingdom Lloyd & Whyte Full time

At Lloyd & Whyte, we are seeking a highly skilled Customer Service Executive to join our team. The successful candidate will be responsible for providing exceptional support and advice to clients throughout the policy life cycle, ensuring high levels of service and client satisfaction.

Key Responsibilities:

  • Achieve individual objectives and key performance indicators as set and agreed.
  • Provide professional support and advice to clients, supporting them with changes to their policy in a timely manner.
  • Be proactive and maximise all business opportunities, making clients aware of alternative products and advising them of potential gaps in cover.
  • Adhere to all Company, regulatory and compliance guideline requirements.
  • Maintain own technical competence.
  • Support colleagues from all areas of the business as required.

Senior Adviser Responsibilities:

  • Assist in the maintenance, monitoring and drive of core KPIs, processes and functions directly linked to team success.
  • Coach and develop team members.
  • Handle a variety of complex work.
  • Handle policy referrals.
  • Be proactive and analytical in day-to-day role and when liaising with the management team.
  • Involvement with projects assigned by line managers or senior management team.

Qualifications:

  • Chartered Insurance Institute Certificate in Insurance.


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