Customer Service Assistant

1 week ago

Romford, United Kingdom CLEGG GIFFORD Full time

**Working in accordance with procedures, standards & guidelines set**:
Ø Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for Mid-Term adjustments & all other customer interactions.

Ø 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.

Ø Ensure that all product information provided is clear, fair and not misleading, allowing the customer to make an informed decision.

Ø 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.

Ø Ensure that telephone calls are answered & dealt with promptly & efficiently.

Ø Maintain thorough and accurate records of all customer interactions.

Ø Identify complaints and refer to the necessary complaint handler.

Ø Required to escalate to the relevant referral point where necessary within the Branch.

Ø To perform multifaceted general office support

Ø Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.

**Product and Technical Knowledge**

Ø Required to learn and understand the legal principles of insurance and insurance contracts including Clegg Gifford's obligations to insurers.

Ø Required to learn and understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions and conditions of the policy wordings.

**Skills and Competencies**

Ø Knowledge of windows based programmes; word, excel, outlook and internet is an advantage

Ø Excellent communication skills: written and oral

Ø Ability to work alone and as part of a team

Ø Positive, can-do attitude

Ø Strong team ethic

Ø Manage time effectively; ability to work under pressure

Ø Good personal organisation skills

Ø Good timekeeping and presentation of self and work

Ø Strong interpersonal and relationship skills

Ø Articulate & Numerate

Ø Works with a high degree of accuracy in all tasks

Ø Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission (GFSC)

The above represents the key responsibilities within your role. However you may be required to cover additional duties or attend different offices as and when requested.

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

Schedule:

- Monday to Friday

Ability to commute/relocate:

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

**Education**:

- GCSE or equivalent (preferred)

Work Location: One location

Reference ID: UWR-CSA

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