Customer Service Advisor

1 week ago

Bristol, United Kingdom Clegg Gifford & Co Ltd Full time

Clegg Gifford (CG) was founded in 1968 as a general insurance broker, which later evolved into a Lloyd’s broker.

We provide a broad spectrum of both personal and commercial insurance products. CG is a well-known and well-regarded broker, with a national clientele and a heritage in the motor trade, which stretches back to its formation.

We have an exciting opportunity for a Customer Service Advisor to join our Underwriting Department on a Full Time Permanent basis based at our Bristol Branch.

You will be required to work Monday-Friday, 9am-5pm.

**Key Accountabilities;**
- Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for Mid-Term adjustments & all other customer interactions.
- Learn the processes and procedures require to answer a customer’s query, provide quotations, process adjustments & put forward suitable products to meet the client’s demands and needs.
- Ensure that all product information provided is clear, fair and not misleading, allowing the customer to make an informed decision.
- Learn how to calculate MTA premiums in accordance with the specific carrier’s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
- Ensure that telephone calls are answered & dealt with promptly & efficiently.
- Maintain thorough and accurate records of all customer interactions.
- Identify complaints and refer to the necessary complaint handler.
- Required to escalate to the relevant referral point where necessary within the Branch.
- To perform multifaceted general office support
- Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.

**Skills and Competencies;**
- Knowledge of windows based programmes; word, excel, outlook and internet is an advantage
- Excellent communication skills: written and oral
- Ability to work alone and as part of a team
- Positive, can-do attitude
- Strong team ethic
- Manage time effectively; ability to work under pressure
- Good personal organisation skills
- Good timekeeping and presentation of self and work
- Strong interpersonal and relationship skills
- Articulate & Numerate
- Works with a high degree of accuracy in all tasks

**Qualifications/Experience**
- Previous insurance experience of 2 years is preferred

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

**Salary**: £20,000.00-£26,000.00 per year

Schedule:

- Monday to Friday

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