Customer Service Professional

2 days ago


Epsom, Surrey, United Kingdom Austin Fraser Full time

We are seeking an experienced Customer Service Professional to support our financial services client in Stoneleigh. This role plays a vital part in ensuring the smooth administration of an insurance broker, working closely with a supportive and collaborative team. The ideal candidate will have strong organisational skills, excellent communication abilities and proficiency in managing spreadsheets and data entry.

Key Responsibilities:
  • Assisting the insurance broker with adding clients to the system.
  • Completing trust forms and health questionnaires with clients.
  • Following up with providers and clients for underwriting and form completion.
  • Maintaining and updating figures and spreadsheets.
  • Drafting wills after advice has been provided.
  • Sending all relevant documents to clients.

The salary for this role is approximately £28,000 per annum, reflecting the importance of this position within our client's organisation. If you are proactive, reliable and eager to contribute to a busy administrative environment, we would be delighted to hear from you.



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